Connecting your accounting package to the Console through SFTP - Online Connection

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.