How to Integrate Your Financial Accounts with Substly
Substly offers financial integrations with some of the most popular accounting software, including Business Central, NetSuite, Fortnox, Xero, and QuickBooks. These integrations allow you to easily import transactions from your financial accounts into your Substly account, saving you time and effort.
Why Integrate Your Financial Accounts with Substly?
Integrating your financial accounts with Substly offers several benefits:
Populate services with financial data
Automate import of accounting data
Stay up-to-date with renewal dates and costs
Less manual work
How to Integrate Your Financial Accounts with Substly
Integrating your financial accounts with Substly is a simple process. Just follow these steps:
Navigate to the Integrations & Imports page
Select Manage Integration for your financial integration, then Activate
Check that you have the necessary permissions for your integration
Once confirmed, approve permissions for Substly to import necessary information.
That's it! Your financial accounts are now integrated with Substly and you can start enjoying the benefits of automatic imports.
Note! The NetSuite integration setup is different than the others. For the NetSuite integration, please provide us with the necessary keys for Substly to access your data.
How to view and manage your financial integration
To manage your integration and view imported data:
Navigate to your integration on the Integrations & Imports tab.
Select Manage Integration, then Manage Suppliers
Here, you can match suppliers to different services. Once matched, future transactions will be matched towards the selected service.
Choose whether to ignore or exclude certain suppliers that aren't relevant.
Once complete, select Sync.
Make sure to check in once in a while to match new suppliers and import additional data.
Supported Accounting Software
Substly currently supports integrations with the following accounting software:
Microsoft Business Central
Oracle NetSuite
Xero
Quickbooks Online
Fortnox
If you use a different accounting software, please let us know! We are always looking to expand our list of supported integrations.
Conclusion
Integrating your financial accounts with Substly is a simple and effective way to streamline your expense tracking and ensure that your Substly account always has the most accurate and up-to-date financial data. With our supported integrations, you can easily import transactions from popular accounting software, saving you time and effort.
So why wait? Connect your accounts with Substly today and start enjoying the benefits!