What this article covers
The general mechanics of Sources in Finstack — setting up a new connection, connection status, manual refresh, and the imports lifecycle.
For ERP-specific setup, configuration, and troubleshooting, see the dedicated article for your ERP:
If you don't have a direct connector available: see Uploading ERP data via Excel or CSV.
References: YouTube.
How do I set up a new source?
Go to Setup → Sources and click Add source (top right).
On first visit, review and accept the terms and conditions.
Select your accounting software from the list.
You're redirected to the accounting software's login page to authorise Finstack.
Once authorised, the connection is set up. Transactions load in the background — duration depends on volume.
🚨 Ensure you are logged into the correct account in your accounting software before connecting. If you manage multiple accounts, log out first to avoid importing the wrong data.
For ERP-specific authentication and configuration steps, see the ERP-specific article linked above.
How often does Finstack sync data?
Finstack syncs automatically every 3 hours. You can also trigger a manual refresh by clicking Start import (top right of Sources). To prevent overload, there is a daily maximum on manually triggered imports.
How do I check the connection status?
The connection status appears top-centre on the Sources page. A healthy connection shows green and "Available". If the connection is failing, use the dropdown on the right and select Reconnect.
How do I include or exclude entities (companies / administrations)?
Finstack retrieves all entities the connection has access to. If entities are missing, this is usually a permissions issue in the source system — not in Finstack.
To change which entities Finstack can see, adjust the permissions in your ERP. Each ERP has its own way of managing this — see the ERP-specific article for the exact steps.
Can I connect multiple companies from one ERP?
Yes. During setup, select the companies you want to import. You can add more later via your ERP's permission settings — see the ERP-specific article for how.
What does it mean when an ERP is labelled "beta"?
A beta label means the integration is still being refined — some features or data fields may be missing or behave unexpectedly. Reach out via the chat interface within Finstack for guidance and to share feedback.
What are the next steps after setting up a source?
Once mapping is complete, the synced data flows into your reports.
FAQ
My data is outdated — what should I check?
Finstack tries to retrieve fresh data every 3 hours. The connection status in Sources shows the last import time. Common causes of stale data:
The last import job ran too long ago. Click Start import (top right) to trigger a manual import.
The connection is unavailable. Click Reconnect, or set up a new connection via Add source. Confirm that the account you connect with has sufficient access permissions in the source system.
My import succeeded but no data appears — what should I check?
Confirm you selected the correct company or entity during connection setup.
Verify your ERP user has sufficient permissions to read transactions, accounts, and master data.
Confirm the connection status shows "Available" in Sources.
My import is queued — why?
To prevent system overload, new imports are briefly queued before they start. Your import will begin shortly.
Why is there a maximum number of manual imports per day?
Imports can be heavy. To prevent system overload, there's a daily cap on manually triggered imports — separate from the automated 3-hour cycle. If you hit the cap often, reach out via the chat interface within Finstack.
Can I stop or pause a running import?
No. To prevent partial or inconsistent numbers, running imports cannot be stopped or paused.
Why is a specific page or feature not working for me?
Finstack's available functionality depends on what your ERP exposes — some features cannot be offered on all ERPs. A missing or limited feature (e.g., downloading invoices) can also be caused by missing permissions in the ERP itself, not by Finstack.
If a page or feature is not behaving as expected, check ERP permissions first, then reach out via the chat interface within Finstack.
Related
ERP-specific articles (links above)