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Tali sQuid - sQuid Integration
Tali sQuid - sQuid Integration

How to integrate Tali Office with sQuid

Becky Watson avatar
Written by Becky Watson
Updated over a week ago

Setting up, posting and amending offers is all done in sQuid. In Tali, you map the sQuid offers to Tali accounts, importing sQuid transactions is an automatic process.

The automatic integration in Tali is described here.

Use the sQuid menu to do the following:

  • Use Map Offers to map sQuid offers to Tali accounts to ensure that the transactions are added to the correct user accounts and names in Tali.

  • In most cases, names will map automatically in Tali from your MIS or MISapp. Sometimes they aren't and this means some transactions won't be imported. You can use Map Contacts to ensure that all the contacts have been mapped and manually map any that haven't been automatically mapped.

  • Use Pending Import to view any transactions that are greyed out, indicating they have not been mapped and won't be imported into Tali. If there are any that need to be imported into Tali, use Map Offers to map them.

Use the Bank & Cash and Transactions menus to do the following: 

Refunds on sQuid:

sQuid tends not to refund to card, but instead, return money to a 'Purse'. Refunds on sQuid do not flow back into Tali because of this. If you process this type of transaction in sQuid then you will need to 'Record Expenditure' in Tali for the Refund manually as an ePayment, against the Settlement bank account so when sQuid settles to your organisation less money these refunds are accounted for when you 'Transfer Between Bank Accounts' to reconcile your Bank Account.

The alternative to this is that you use a CSV import of these refunds as ePayments against the Settlement bank account if you have a large amount to process at once.

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