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.
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In the next step, select Email and press Next.
- In the next screen, fill in all required information and press Connect.
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