This sync will allow you to sync payments from payment software (e.g. Mollie, Stripe, Paypal, etc.) with accounting software. Default scope:
  • Retrieve transactions by balance (each balance is linked to transactions in a specific currency)
  • These transactions can be synchronised with the accounting system in 2 different ways:
    • One accounting entry for each transaction
    • One accounting entry grouped by transaction type and period
It can be triggered daily, weekly or monthly.

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Configuration of the sync & mappings

Mappings are the way to map the data from the payment software to the accounting software.
1

Connect payment tool

This step allows user to connect its payment tool through api key, credentials or oauth2.
2

Connect accounting tool

This step allows user to connect its accounting tool through api key, credentials or oauth2.
3

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
4

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
5

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

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Configuration

  1. This final step allows you to specify the synchronization start date: choice of the date from which payments will be synchronized.
Synchronization starts automatically but you can choose:
  • Each night (at 1 AM)
  • Each monday (at 1 AM)
  • Each first day of the month (at 1 AM)
  1. Choose between one aggregated entry per period or one entry per invoice