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🛠 Preparation

  1. Generate an API Token for your connection to MyUnisoft.
    • Go to your MyUnisoft account, Parameters, then connectors.
  • You will find your software in the list of available connectors
  • Select the connector and generate an API token and copy.

⚡️ Connection

Step 1: Choose a name for your connection. Step 2: Determine if you want to enable analytical data to be transferred. Step 3: Provide the API token, which you previously generated on MyUnisoft. Step 4: Click “Connect” to finalise the connection. Step 5: If a list of accounting folders appears, select the folders to connect. If you leave it empty, the connection covers every folder you have access to. Step 6: If you turned on analytic accounting in Step 2, an Analytic Code to use by default list may appear, after the folder step if there is one. Choose the analytic code to use by default.