This sync will allow you to sync payments from payment software (e.g. Mollie, Stripe, Paypal, etc.) with accounting software.
Default scope:
It can be triggered daily, weekly or monthly.
Mappings are the way to map the data from the payment software to the accounting software.
Connect payment tool
This step allows user to connect its payment tool through api key, credentials or oauth2.
Connect accounting tool
This step allows user to connect its accounting tool through api key, credentials or oauth2.
Balances
This step allows you to specify which balances you want to synchronise.
Reproduce this step by using the following API call(s) :
GET Retrieve all balances
Accounting journals
Here you are going to select your accounting journals for the synchronisation.
Reproduce this step by using the following API call(s) :
GET journals
Accounting accounts
Here you are going to select default accounting accounts (client account, bank account, expense account, …) for the synchronisation.
Reproduce this step by using the following API call(s) :
GET chart of accounts
Synchronization starts automatically but you can choose: