Skip to main content
All CollectionsActivation of integrationsAccounting Softwares
Winbooks Classic

Winbooks Classic

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

Updated over 2 months ago

PREREQUISITES

  • A version 7 or above of Winbooks is required

  • You need to install a program on the same server where Winbooks is installed. To ensure the connector works on the server, please make sure before installation that:

    • You have admin access to the server where Winbooks is installed in order to proceed with the installation

      • Be aware that the server/computer must be permanently accessible with internet access (24 hours a day). Otherwise, the data will not be synchronized

    • You know yourWinbooks username and password

The .NET Framework 4.8 MUST be installed on the server/computer where the local agent will be installed !

PREPARATION

Watch this video:

https://chift-connector-videos.s3.eu-west-3.amazonaws.com/1005/1005-config.mp4

  1. Find your File name from your Winbooks account

  2. Select the analytical plan by default

    1. Go to your Winbooks account.

    2. Select the Analytics tab → Parameters → Accounting Plan

  3. On your computer, find the disk on which your winbooks.ini is located and copy the route the the folder.

CONNEXION

Step 1: Choose a name for your connexion.

Step 2: Select the analytic plan you want to configure by default & enter the path where your Winbooks software is located.

Step 3: Download and install the local agent (to be installed on the winbooks machine).

Step 4: Enter your folder code, corresponding with your Winbooks account.

Step 5: Click "Connect" to finalise the connexion.

DOWNLOAD OF THE LOCAL AGENT

Winbooks is installed on a server. To enable data sharing, it is necessary to download a program (local agent) that will allow data transmission with Winbooks.

After the connection step, you will have two options to download and install the local agent on the same server as your Winbooks instance:

  • If Winbooks is hosted on your computer, you can directly download the program by clicking on Download.

  • If Winbooks is hosted on another server, you have the option to send the program via email to the person or company hosting Winbooks so they can download and install it.

🚨 If there is an error with Winbooks local agent in Chift

  • Please check Winbooks service folder (C:/Program Files (x86)/WinbooksService/Log/log.html)

  • If at the bottom of the *.html file the error is related to VFPOLEDB, it means that driver is not installed correctly.

Then you need to do the following steps :

  • Navigate to the Winbooks service folder “C:/Program Files (x86)/WinbooksService/” and launch the “VFPOLEDBSetup” executable

  • Uninstall it (windows admin privileges required)

  • Then launch the installer again (windows admin privileges required)

  • Don’t check the “Sample data files and programs” checkbox

  • Make sure that “Everyone” option is checked, otherwise the driver won’t work with the local system user executing the Winbooks service.

  • Proceed with installation

  • Navigate to the service.msc windows app

  • Make sure that service is configured with a windows user with access privileges to SQL DB and network shared drives

  • Then restart the winbooks service

Did this answer your question?