Setting up a new integration in CashCloud lets you connect seamlessly to various applications, flat files, and databases. This ensures that your data remains synchronized across different platforms. Follow these steps to set up a new integration.
Access Integration Settings:
Navigate to Settings > Data Groups > Integrations.
Select or Create a Data Group:
You can choose to add integrations to an existing Data Group or create a new One. If creating a new one:
Click Create Data Group
Choose a name and set the import frequency (e.g., daily, weekly).
Under the Data Source tab, select "New Integrations" and follow the instructions specific to your chosen data source.
Select the Integration Type:
Choose from a variety of integration options, including:
Applications: QuickBooks, Xero, NetSuite, Dynamics 365 Business Central, Slack
Flat Files: Import data from CSV, XML, or other flat file formats.
Databases: Connect directly to SQL databases or other supported database types.
Configure Integration Settings:
Depending on the selected integration, provide the required settings:
QuickBooks: Set the time span for data sync and apply any download filters. Authenticate your Intuit account.
Xero: Set the time span for data sync and authenticate your Xero account.
NetSuite: Provide your Account ID, Consumer Key, and Consumer Secret, then authenticate.
Dynamics 365: Set the time span for data sync and authenticate your Microsoft account.
Slack: Set the time span for data sync and authenticate your Slack account.
Flat Files: Specify the file type, delimiter, and field mappings for data import.
Databases: Enter the database connection details, such as hostname, port, username, and password.
Finalize and Test the Integration: Verify that the integration is working correctly by checking that data syncs properly between CashCloud and the connected application, flat file, or database.