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
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.