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ACD

Follow these steps to successfully establish the connexion between your software and ACD.

Updated over a week ago

PREREQUISITES

  • You must have the version 23 to create your connexion to ACD

  • Your client must have the product “I-Suite Expert"

  • Run through the steps of the 4 preparation described below to collect and configure the necessary information allowing the connexion to ACD.

PREPARATION

  1. Find your I-Suite Expert URL and connexion reference (CNX)

Step 1: Start DIA software.

Step 2: Go in the menu “Configuration of i-Suite Expert parameters”.

(Administration → i-Suite Expert tool → Configure i-Suite Expert parameters)

Step 3: Copy and store the public URL of i-Suite Expert or Suite Expert.

Step 4: Copy and save the login and connexion reference (CNX). The text right before the "/". (The default value is “CNX”)

2. Check if the accounting analytics is active

Step 1: Open Accounting Expert tool.

Step 2: Access your accounting file.

Step 3: In the tab “Editions”, check if the accounting analytics is enabled.

3. Check if accounting due dates need to be managed

Step 1: Open Accounting Expert tool.

Step 2: Access the accounting folder.

Step 3: In the tab “Files”, check if under the section "journals / entries", the schedule is configured.

4. Configure sharing parameters of your accounting software

Step 1: Open Accounting Expert tool.

Step 2: Access i-Suite Expert menu to open “Sharing setting of i-Suite Expert folders”.

Step 3: Tick all the boxes as shown on the screenshots to enable the integration with ACD.

Step 4: On the right side sub-section, select the journals in which the data should be sent to.

CONNEXION

Step 1: Choose a name for your connexion.

Step 2: Enter your Suite Expert URL (Preparation Step 1)

Step 3: Enter your connexion reference (Preparation Step 1 - in 99% of cases this reference is CNX)

Step 4: Enter your ACD account username.

Step 5: If the accounting analytics field was mentioned (Preparation Step 2), then cost accounting = "active", otherwise accounting analytics= "inactive".

Step 6: Define if due dates should be managed in the integration.

Step 7: Enter your ACD account password.

Step 8: Click on "Connect" to finalise the connexion.

CONFIGURATION

Step 1: Select the accounting folder

Step 2: Click "Submit" to finalise the configuration.

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