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💼 Setting up financial integrations
💼 Setting up financial integrations

This article describes how you can easily set up financial integrations with your Substly account.

Olle Stigenius avatar
Written by Olle Stigenius
Updated over 3 months ago

How to Integrate Your Financial Accounts with Substly

Substly offers financial integrations with some of the most popular accounting software, including Fortnox, Xero, and Quickbooks. These integrations allow you to easily import transactions from your financial accounts into your Substly account, saving you time and effort.

Why Integrate Your Financial Accounts with Substly?

Integrating your financial accounts with Substly offers several benefits:

  • Populate services with financial data

  • Automate import of accounting data

  • Stay up-to-date with renewal dates and costs

  • Less manual work

How to Integrate Your Financial Accounts with Substly

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

  • Navigate to the Integrations & Imports page

  • Select Manage Integration for your financial integration, then Activate

  • Check that you have the necessary permissions for your integration

  • Once confirmed, approve permissions for Substly to import necessary information.

That's it! Your financial accounts are now integrated with Substly and you can start enjoying the benefits of automatic imports.

How to view and manage your financial integration

To manage your integration and view imported data:

  • Navigate to your integration on the Integrations & Imports tab.

  • Select Manage Integration, then Manage Suppliers

  • Here, you can match suppliers to different services. Once matched, future transactions will be matched towards the selected service.

  • Choose whether to ignore or exclude certain suppliers that aren't relevant.

  • Once complete, select Sync.

Make sure to check in once in a while to match new suppliers and import additional data.

Supported Accounting Software

Substly currently supports integrations with the following accounting software:

  • Fortnox

  • Xero

  • Quickbooks

If you use a different accounting software, please let us know! We are always looking to expand our list of supported integrations.

Conclusion

Integrating your financial accounts with Substly is a simple and effective way to streamline your expense tracking and ensure that your Substly account always has the most accurate and up-to-date financial data. With our supported integrations, you can easily import transactions from popular accounting software, saving you time and effort.

So why wait? Connect your accounts with Substly today and start enjoying the benefits!

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