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.
In the list of integrations, select the service to which you want to connect.
In the next screen, choose Bank statements export for accounting or Invoice export for accounting according to what you want to sync. Then press Next.
In the next step, select Email
and press Next.
In the next screen, fill in all required information and press Connect.
