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Prerequisites

• User account of type Collaborateur (staff member) — unless your firm has enabled secured API access (Administration → i-Suite Expert Tools → API Access Management → “Secure API access” = Yes), in which case a dedicated API user account (linked to the #ACD_API# functional security role) is required instead — a regular staff account will not be able to connect via the API in that case. Check with your ACD administrator which one applies to your folder. Link to ACD’s documentation.
• ACD version 23 or higher
• i-Suite Expert client status
• 4 preparation steps to complete beforehand (see below)

Communication with your server must not be blocked For the integration to work, external requests to your ACD instance need to be allowed as this is the only way to communicate with ACD. To do so, you need to make sure that the following elements are verified before going any further:

• the port 443 must be open for the communication to work (must be verified by your IT administrator)
• If the connection is allowed, then restart the “Comptabilité Entreprise Web” service for the changes to be taken into account (must be performed by your IT administrator)

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Preparation steps

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Step 1: Retrieve connection details

In the DIA software, go to Administration → i-Suite Expert Tools → “i-Suite Expert Settings Configuration” to obtain the i-Suite Expert URL and connection reference (CNX).

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Step 2: Verify analytical accounting

In Comptabilité Expert, “Editions” tab, check whether analytical accounting is activated for the relevant folder (dossier). You’ll need this information at step 5 of the connection process.

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Step 3: Check schedule management

In Comptabilité Expert, “Fichiers” tab, check whether schedule management (échéancier) is configured.

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Step 4: Configure folder sharing

In Comptabilité Expert, enable folder sharing via the i-Suite Expert menu: check the required fields and select the journals that will receive accounting entries created via the API.

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Connection process

Step 1: Choose a name for the connection. Step 2: Enter the i-Suite Expert URL. (Preparation Step 1) Step 3: Enter the connection reference (CNX). Step 4: Enter your ACD credentials — if a dedicated API user is required, use the Code and Password set up when that user was created (not the personal login of a staff member). Step 5: Indicate whether analytical accounting is active (see Step 2 above). Step 6: Indicate whether schedule management is needed (see Step 3 above). Step 7: Click on “Connect” to finalise the connection.

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Troubleshooting connection errors

Authentication errors when connecting? Verify these items systematically on the ACD side:

1. Confirm the user account is a Collaborator type, active, with an up-to-date password
2. Re-verify the username and password entered in the Chift connection window
3. Confirm the i-Suite Expert URL and the CNX connection reference used during the initial “Connect” step
4. Verify that the i-Suite Expert version is at least version 23

Validating credentials with iSuite Expert

1. Open a private browsing window to ensure you’re not already logged in.
2. Navigate to your iSuite Expert login URL ().
3. Enter the exact username and password you used in Chift.
4. If the login succeeds on the ACD web interface, copy those exact values character-by-character into the Chift form and try again.
5. If the login fails on the ACD web interface as well, contact ACD support - the issue is on the ACD side (disabled account, modified username, or server-side password policy).

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Configuration

Step 1: Select the accounting folder to sync Step 2: Designate the GED directories for sales and purchase attachments. If attachment uploads fail silently, check that the API user has the necessary GED permissions. Step 3: Click “Submit” to finalise the configuration.

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Troubleshooting

Connection worked before but stopped, with no apparent change? Check with your firm whether password expiration is configured for API connections (Administration → Settings → Security → Password Security Rules → “Rules for all API connections” tab → “Enable password expiration” option). If so, you’ll need to update the connection with the new password each time it’s renewed. Error related to analytical accounting? If you get an error stating that analytical accounting is not active even though it’s enabled in ACD, republish the folder from within ACD. Resolve the error “Unable to connect to the accounting commons” 📄 ACD: launch an analysis