> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chift.eu/llms.txt
> Use this file to discover all available pages before exploring further.

# Payment sync

This sync will allow you to sync payments from payment software (e.g. Mollie, Stripe, Paypal, etc.) with accounting software.

<img src="https://mintcdn.com/chift/eShhUiVRq1jW2mtb/image.png?fit=max&auto=format&n=eShhUiVRq1jW2mtb&q=85&s=ee994d1423ed029968d85bb30045ed80" alt="" width="3420" height="1770" data-path="image.png" />

Default scope:

* Retrieve transactions by balance (each balance is linked to transactions in a specific currency). Transactions include:
  * Payments, including the fees charged by the payment provider
  * Refunds, including the fees charged by the payment provider
  * Payouts (outgoing transfers to the merchant's bank account)
* These transactions can be synchronised with the accounting system in 2 different ways:
  * One accounting entry per transaction
  * One accounting entry grouped by transaction type and period

The sync can be triggered daily, weekly or monthly.

### Configuration of the sync & mappings

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

<Steps>
  <Step title="Connect payment tool" stepNumber="1">
    This step allows user to connect its payment tool through api key, credentials or oauth2.
  </Step>

  <Step title="Connect accounting tool" stepNumber="2">
    This step allows user to connect its accounting tool through api key, credentials or oauth2.
  </Step>

  <Step title="Balances" stepNumber="3">
    This step allows you to specify which balances you want to synchronise.<br />
    <br />*<u>Reproduce this step by using the following API call(s) :</u>*<br />
    <code>GET Retrieve all balances</code>
  </Step>

  <Step title="Accounting journals" stepNumber="4">
    Here you are going to select your accounting journals for the synchronisation.<br />
    <br />*<u>Reproduce this step by using the following API call(s) :</u>*<br />
    <code>GET journals</code><br />
  </Step>

  <Step title="Accounting accounts" stepNumber="5">
    Here you are going to select default accounting accounts (client account, bank account, expense account, ...) for the synchronisation.<br />
    <br />*<u>Reproduce this step by using the following API call(s) :</u>*<br />
    <code>GET chart of accounts</code><br />
  </Step>
</Steps>

### Configuration

1. This final step allows you to specify the synchronization start date: choice of the date from which payments will be synchronized.

<Info>
  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)
</Info>

2. Choose between one aggregated entry per period or one entry per invoice