Prerequisites

• User account of type Collaborateur (staff member) — unless your firm has enabled secured API access (Administration → i-Suite Expert Tools → API Access Management → "Secure API access" = Yes), in which case a dedicated API user account (linked to the #ACD_API# functional security role) is required instead — a regular staff account will not be able to connect via the API in that case. Check with your ACD administrator which one applies to your folder. Link to ACD's documentation.

• ACD version 23 or higher

• i-Suite Expert client status

• 4 preparation steps to complete beforehand (see below)

Preparation Steps

Step 1: Retrieve Connection Details

In the DIA software, go to Administration → i-Suite Expert Tools → "i-Suite Expert Settings Configuration" to obtain the i-Suite Expert URL and connection reference (CNX).

Step 2: Verify Analytical Accounting

In Comptabilité Expert, "Editions" tab, check whether analytical accounting is activated for the relevant folder (dossier). You'll need this information at step 5 of the connection process.

Step 3: Check Schedule Management

In Comptabilité Expert, "Fichiers" tab, check whether schedule management (échéancier) is configured.

Step 4: Configure Folder Sharing

In Comptabilité Expert, enable folder sharing via the i-Suite Expert menu: check the required fields and select the journals that will receive accounting entries created via the API.

Connection Process

Step 1: Choose a name for the connection.

Step 2: Enter the i-Suite Expert URL. (Preparation Step 1)

Step 3: Enter the connection reference (CNX).

Step 4: Enter your ACD credentials — if a dedicated API user is required, use the Code and Password set up when that user was created (not the personal login of a staff member).

Step 5: Indicate whether analytical accounting is active (see Step 2 above).

Step 6: Indicate whether schedule management is needed (see Step 3 above).

Step 7: Click on "Connect" to finalise the connection.

Configuration

Step 1: Select the accounting folder to sync

Step 2: Designate the GED directories for sales and purchase attachments. If attachment uploads fail silently, check that the API user has the necessary GED permissions.

Step 3: Click "Submit" to finalise the configuration.

Troubleshooting