The Console offers a straightforward integration for many of our supported third-party applications. Here, you can directly select and configure the solution you want to integrate with. This method is ideal for those looking for a seamless and direct way to connect their systems.
Here's how to use it:
Go to the Accounting Package Configuration menu.
Add a new configuration for an accounting package by clicking the plus sign.
Click on Online connection.
You are redirected to the Online Connection page. Select the type of document for which you want to create the integration.
Choose 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.
Upload path: specify your own path where to upload the invoices. The path Invoice_import/ will be used by default.
Read and agree to the terms of service to continue, then click on Connect.
The app should now be active.