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Data sources & connectors

Connecting your accounting through connectors, Excel import, external plan sources and checking loaded data.

Articles in this topic

7 articles

Data sources and connectors overview

Data sources are where Symfio gets the accounting data of each company – from an accounting system through a connector, or from an Excel file. This article explains how the Data sources tab works…

6 min read

Importing accounting data from Excel

Importing from Excel is the fastest way to get accounting data into Symfio when your accounting system has no connector yet or when you want to load historical data. You prepare one file with the…

4 min read

ABRA Flexi data connector

The ABRA Flexi API connector links the ABRA Flexi accounting system (formerly FlexiBee) with Symfio. Once connected, accounting data is pulled automatically and is available for reporting and…

4 min read

Connecting accounting systems via SQL (Pohoda, Helios, Money, Kros)

The accounting systems Pohoda SQL, Helios iNuvio, Money S4, Money S5 and Kros Omega store their data in a database on an SQL server. Symfio connects directly to this database and regularly loads the…

5 min read

External plan sources (Google Sheets)

Many companies keep their budget or financial plan in a Google Sheets spreadsheet. The External sources tab lets you connect such a spreadsheet to a company in Symfio so that the planned values are…

4 min read

Connecting to the external API

Symfio turns raw accounting data from different ERP systems into one consistent, structured data layer that is up to date every day – whether you have one company or fifty across different accounting…

3 min read

Source data: checking loaded data

The Source data report shows the raw data exactly as Symfio loaded it from the accounting system and other sources – every accounting entry, account, cost centre or exchange rate. Use it after…

5 min read

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