Configuring Akuiteo Connect
Configuration parameters for Akuiteo Connect are used to connect to the Bridge connector in order to automatically and securely retrieve bank transactions in Akuiteo. The Bridge connection makes it possible to retrieve bank transactions directly from your bank, without having to manually import bank statement files.
The connection to Akuiteo Connect is configured from the Administration Console, from the Third-party interfaces > Akuiteo Connect menu.
Important
First, Akuiteo must set up the login information of your Bridge account in order for you to activate and configure Akuiteo Connect.
Configuring the connection to Akuiteo Connect
| 1 | In the Akuiteo Connect section, fill in the following fields to configure the connection: |
| Field | Description |
|---|---|
| Activate Akuiteo Connect | Check this box to activate the connection to Akuiteo Connect. |
| Akuiteo user | Specify the login of the Akuiteo's technical user. This user will be used to create new statements from retrieved bank transactions. |
| Akuiteo password | Specify the password associated with the Akuiteo login. |
| Specify the email address to which execution logs of the scheduled task will be sent. | |
| Time range for retrieving statements |
A scheduled task is executed as a batch process to retrieve transactions from the connected bank accounts. The transactions are stored in an intermediate table until a statement is generated. The time range for retrieving statements is used to define, in seconds, the time range for executing this scheduled task. By default, the task is executed every 21,600 seconds. Note It is not recommended to specify a small time range so as to not overload the calls. |
| Start period (20s by default) |
The start period is used to define, in seconds, the time before executing the first scheduled task after the Akuiteo server has been launched. By default, the task is executed for the first time 20 seconds after the server is launched. |
| 2 | Click on Save for each field that is filled in or modified to take into account the value specified. |
| 3 | Click on the Test button to test the connection to Akuiteo Connect using the values specified. |
Adding a Bridge user
Note
You can only add one Bridge user. Indeed, an Akuiteo customer is associated with only one Bridge account/user.
The user of the account created from Bridge must be added to the Administration console to link the bank accounts associated with that Bridge user in Akuiteo. This Bridge user is namely linked to the bank accounts of all the companies; however, access to these bank accounts remains subject to the authentication of each account's owner.
| 1 | In the Bridge user section, click on New Bridge user. |
| 2 | In the window, fill in the Name, Email and Password used to create the Bridge account. |
| 3 | Click on Create. |
The Bridge user is added to the Administration console.
To modify the user's information, click on 
, modify the desired information then click on Update.
To delete the user, delete all the associated banks then click on 
and confirm the deletion.
