How do I connect an ERP software to my business account?

Before connecting your accounting or ERP software to your account, make sure you have :
 

• For an accounting software user :
  • The Create user permission and the associated right to Create
    
    
• To assign a group of accounts to the accounting software user :
  • The Manage users permission and the associated right to View
  • The Manage permissions permission and the associated rights to View, Edit and Approve
  • The Manage legal entities permission and the associated right to View
  • The Manage account groups permission and the associated right to View
  • The Manage job roles permission and the associated right to View
  • The Manage self-approved permissions permission and the associated right to View
  • If required, the self-approved right for each permission. This allows you to approve a task initiated by the user.

Then follow these steps :

1. Create an accounting software user in your online banking for business. Be sure to check the Accounting software box.
   
2. The accounting software user will automatically be assigned a role with viewing permissions. They will not have access rights to Perform or Sign transactions.
   
3. Create an account group containing the accounts that the accounting software user will be able to view and transfer to the business’s accounting software.
   
4. The creation of the account group will be pending approval. A notification will appear to confirm that your request was successfully submitted and that it is pending approval.
5. Once the account group has been created, assign it to the user.
   
6. The assignment of the account group will be pending approval. A notification will appear to confirm that your request was successfully submitted and that it is pending approval.
7. Make sure the user signs in at least once to change their password and choose their security question.
   
8. Then use the user code and password in your accounting software to transfer the account data for which they have access.
   

Good to know

• If the data in your accounting software is no longer updated or if it is no longer connected, make sure you reconnect it first by updating the user ID and password in your accounting software.
  
• If the connection with your accounting software does not work, we invite you to contact the customer service of the company whose accounting software you are using.
  
• Don't forget to keep the user's access rights updated. For example, if a new account is created, its data will not be automatically transferred to your accounting software. You will have to manually give the user access to the new account.
  
• If, after creation, you want to remove the accounting software or add Execute or Sign access rights, you will need to delete the user and create it again without checking the box.
  
• Some accounting software packages do not allow data to be synchronised with business accounts. 
  
• An accounting software user can consult the information in the accounts they have access to and transfer it to the business accounting software.
  
• A user does not have access rights to perform or sign transactions.