The Console offers a straightforward integration for many of our supported third-party applications. You may already have created an online connection to get your clients' invoices in your accounting package, here we'll show you how to get your clients' bank statements.
Here are the steps:
Go to the Accounting Package Configuration menu.
Select the configuration you created, then click on Modify.
You are redirected to the Online Connection page. Select Bank statements export for accounting.
In the list of integrations, select SFTP.
Enter the details of your receiving SFTP server:
Username: the username of your SSH account.
Password: the password of your SSH account.
Host: the hostname or IP address of the SFTP server.
Port: the port to which the server listens for SFTP connections. The default value is 22 but another port can be used if your SFTP server has a custom setup.
Read and agree to the terms of service to continue, then click on Connect.
The app should now be active.
Now that you've created the configuration template, it's time to assign it to a client:
Go to the Clients menu.
Click on a client.
Scroll down to Accounting package connection.
Toggle Share documents with accountant (if not done yet).
Select the configuration previously created.
Click on Activate online connection for export invoices to activate the connection and to start receiving this client's invoices.
Click on Activate online connection for statements to activate the connection and to start receiving this client's statements.
