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AFAS

How to connect AFAS to Finstack

Updated over a week ago

1. Introduction

Finstack supports AFAS Profit as a data source. Sync transactions, account data, and other financial details directly from AFAS to streamline reporting and analysis.

2. Step-by-Step Guide

Preparation: access control

  1. Log into AFAS Profit

  2. Go to "Algemeen > Beheer > Autorisatie tool"

    1. Select the “Onderhoud gebruikers” tab

    2. Find the user you want to use to set up the connection

      1. Check the "Lid van groep" tab on the righthand side

        1. Is the user in a group with sufficient access? We recommend the PR001 group

      2. Check the "Autorisatie" tab on the righthand side

        1. We expect to see all the administrations under Algemeen > Administratie > Filters > Algemeen - Administraties

Step 1: Add a new App connector

  1. Navigate to "Algemeen > Beheer > App connector"

  2. Select "Nieuw"

  3. Add a new App connector using this configuration:

    Omschrijving: Finstack

    Authenticatietype: Classic token (2)

    Automatisch token genereren: Ja

    Maak een nieuwe gebruikersgroep aan: Ja

    Maak een nieuwe gebruiker aan: Ja

Step 2: Add GetConnectors

  1. When completing the previous step, you will enter the "Nieuwe App connector"-wizard to add GetConnectoren

  2. Select "Acties > Importeren" to import the GetConnectoren from Finstack

    1. These are attached for download at the bottom of this article

    2. Select "Map" to import the full folder from the ZIP file

Step 3: Configure Finstack_Administrations

  1. Make sure to assign the correct entities as shown in the screenshot below.

    1. Double click on the Finstack_Administrations GetConnector and select "Next"

    2. Select "Gegevens" in Wijzigen GetConnector and select "Volgende"

    3. In the "Wizard gegevensverzameling":

      1. The "Veld" should be AdministrationId

      2. Use a semicolon (;) separated list in "Filter op deze waarden".

        1. You can find the available IDs through your Account (top-right) and "Administratie selecteren".

      3. You can check the current filter by selecting "Voorbeeld"

Step 4: Add UpdateConnectors

  1. Go to the next step to configure UpdateConnectoren

  2. Please skip this step, as Finstack does not use these connectors

Step 5: Generate token

  1. Select "Voltooien"

  2. The generated token needs to be configured in Finstack

    1. In Finstack, go to Setup > Sources and select Add source top right

    2. Select AFAS

    3. Populate the three fields

      1. Environment/Omgevingsnaam

      2. Token name

      3. Token value

    4. Press Confirm

That should be it! The data will now be synced to Finstack.

Instructions to upload GetConnectors

  1. Make sure you have exported the connectors into a single folder, for example using the ZIP file

  2. Navigate to "Algemeen > Uitvoer > Beheer > GetConnector"

  3. Select Meer acties

    1. Select Importeren

    2. Select Map

    3. Search for the folder with the GetConnectors

    4. Select Voltooien

      1. Note: Files with the same name will be overwritten

  4. Double check if Status is “GOED”

  5. Select Voltooien

  6. You have now replaced your GetConnectors

Instructions to replace GetConnectors in App Connector

  1. Navigate to "Algemeen > Uitvoer > Beheer > GetConnector"

  2. Select Meer Acties

  3. Select Importeren > Map (folder)

  4. Select Voltooien (this will override the existing files with the same name)

  5. Check if Status is "GOED"

  6. Select Voltooien

🚨Be aware that if you replace Finstack_Administrations.gcn you need to reset the filter! See step 2.

Download the GetConnectors below

Select the .zip file to download all at once, or the .gcn files to download them individually.

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