Integrations catalogue
Browse the connectors available for a company file, activate them, configure them, run a synchronisation and read its history.
The Integrations tab presents the connectors that feed a company file from its sources: documents, bank transactions, fixed assets. Each connector is activated company file by company file. This page describes the screen and the common actions; the available connectors each have their own page.
The catalogue
Each connector is presented as a card, with its name, its category, a description, its capabilities and its state.
| Connector | Category | State | Capabilities |
|---|---|---|---|
| Novadesko | Accounting | Available | Document import, bank import, fixed asset import |
| Peppol | E-invoicing | Available | E-invoicing |
| File import | Documents | Available | Bank import, document import |
| Codabox | Banking | Coming soon | Bank import, document import |
| Codabill | Documents | Coming soon | Document import |
| Magello | Accounting | Coming soon | Document import, entry export |
| Ponto | Banking | Coming soon | Bank import |
The Search connectors… field filters by name. Two quick filters, Available and Coming soon, limit the display by state. If no connector matches, the screen says so.
The catalogue is managed by the platform. A connector can be hidden by the administrator; it then remains visible only for the company files where it is already connected.
The actions of a card
The buttons offered depend on the connector and on its state for the company file.
| Button | When it appears | Effect |
|---|---|---|
| Activate | Connector available, not connected | Opens the activation window, with the settings to fill in if there are any. |
| Configure | Connected connector that requires settings | Changes the connection settings. |
| Sync or Import | Connected connector with a synchronisation | Runs an immediate import. |
| Test connection | Same | Checks that the connection works, without importing anything. |
| Open | Connector controlled from another tab | Takes you to the tab concerned. This is the case for Peppol. |
| Deactivate | Connected connector | Stops the synchronisation. |
| Notify me | Connector announced as "Coming soon" | Registers your interest. |
Activating a connector
- On the card, click Activate.
- If the connector requires settings, fill them in. Fields marked with an asterisk are required. If it requires none, the window simply asks you to confirm.
- Confirm. The card moves to the Connected state.
The activation is recorded in the audit trail of the company file.
Changing the configuration
Click Configure. Secret fields, such as an API key, never display their full value: only a masked form is shown, with the note "Leave empty to keep it". Enter a new value only if you want to replace it.
The connection settings of a company file are stored encrypted. They do not appear in the change history.
Synchronising and reading the result
- Click Sync.
- At the end, a message summarises what has been imported: number of documents, bank transactions and fixed assets.
- The card shows the date of the Last sync.
If it fails, the message "The sync failed" is followed by the reason returned by the connector, and the state of the card changes to Error.
The detail of a connector
Clicking the card opens the detail, organised into four blocks:
- Capabilities: what the connector is able to import or export;
- Connection status: Connected, Disconnected or Error;
- Settings: the stored settings, with secrets masked;
- Sync history: each run with its date, its status (Running, Success, Error) and its summary.
When a synchronisation does not bring back what you expected, open the sync history before running it again. The summary of the last run often indicates the cause: file already imported, source not linked, connection refused.
Deactivating a connector
- Click Deactivate.
- Confirm. The message reminds you that the synchronisation will stop, that the data already imported stays in the company file and that the settings are kept.
You can reactivate the connector later without entering its settings again.
The Novadesko connection of a company file imported from Novadesko cannot be deactivated: it is an integral part of the company file.
Peppol in the catalogue
Peppol appears in the catalogue for reference, but it is not activated here. Its card reflects the state of the registration of the company file and offers Open, which leads to the Peppol tab. An attempt at direct activation returns the message "Peppol is activated from the Peppol tab of the company".
Connecting other software
If the source you are looking for is not in the catalogue, there are two routes:
- upload files with the File import connector or the document importer;
- use the public NovaFisko API, which lets third-party software push documents and read the data of a company file. See the API documentation.