Skip to main content

Connect Your Accounting Software to Substly (Financial Integrations)

This guide walks you through connecting your accounting software to Substly, allowing you to automatically sync financial data.

Ola Stål avatar
Written by Ola Stål
Updated this week

Substly offers financial integrations with some of the most popular accounting software, including Microsoft Business Central, NetSuite, Fortnox, Xero, and QuickBooks Online. These integrations enable you to sync transactions from your financial accounts into Substly easily.

Why integrate your accounting software with Substly

Integrating your financial accounts with Substly offers several benefits:

  • Automatically import accounting data into Substly

  • Keep renewal dates and costs accurate

  • Reduce manual updates

  • Ensure services have complete financial data

How to integrate your accounting software with Substly

Integrating your financial accounts with Substly is a straightforward process. Just follow these steps:

  1. Navigate to the Integrations & Imports page.

  2. Select Manage Integration for the accounting software you use, then click Activate.

  3. Verify that you have the necessary permissions to start the integration.

  4. Once confirmed, approve the required permissions for Substly to start syncing data.

  5. Choose which suppliers to sync data from (See section below: Managing supplier sync).

  6. Once completed, your transactions will start appearing in Substly within a few minutes.

Note! NetSuite setup requires a different process. Contact us via in-app chat, and we’ll guide you through providing the necessary API keys and permissions so we can securely connect to your data.

Managing supplier sync

In Substly, you can decide which suppliers from your suppliers list in your accounting software you want to sync into Substly.

  1. Navigate to the Integrations & Imports page

  2. Select Manage Integration for the accounting software you use, then click Manage suppliers.

  3. On the Manage Suppliers page, you can manage which suppliers in your accounting system are matched to which service in Substly:

    1. Match suppliers with their respective services in Substly.

    2. Unmatch suppliers from services in Substly.

    3. Show transaction data for each supplier (amount, date, and invoice ID).

    4. See the status of the supplier (synced, not synced, to be synced, ignored)

  4. Ignore or exclude suppliers that aren't relevant to sync into Substly.

  5. Once complete, select Sync.

  6. Matched suppliers will automatically stay updated when new transactions are imported.

Exclude or Ignore Suppliers

Choose to exclude or ignore suppliers you don’t want synced into Substly:

Option

Effect

Who can use it

When to use

Ignore

Filters out supplier, stops syncing data

All users

For suppliers you don’t want to sync spend data into Substly

Exclude

Completely removes supplier from Substly and prevents future appearance

Super-admins

For compliance or sensitive cost data

Tip! Be sure to check in periodically to match new suppliers and import additional data or set up our Slack bot (coming soon) for real-time notifications.

Supported Accounting Software

Substly currently supports integrations with the following accounting software applications:

  • Microsoft Business Central

  • Oracle NetSuite

  • Xero

  • Quickbooks Online

  • Fortnox

If you use a different accounting software, please let us know! We are continually expanding our list of supported integrations.

Related Articles

Did this answer your question?