The Integrations page shows all third-party system connections configured for the credit control module, including accounting systems, bank feeds, and payment gateways.
Overview
The credit control module connects to your accounting system to import customers, invoices, and payments; to bank feeds for automatic receipt import; and to payment gateways for card processing. This page shows the status of each integration and allows administrators to configure connection settings.
Key Features
Feature | Description |
Integration Status | Shows whether each integration is Active, Disconnected, or Error, and when it last successfully synced. |
Accounting System Connection | Connects to your ERP or accounting software to import customers, invoices, and payments. |
Bank Feed | Automatically imports daily bank receipts for allocation. |
Payment Gateway | Connects to card payment processors for online and phone card payment capability. |
Sync Logs | View the history of data sync events and any errors encountered. |
Sections & Fields
Field | Description |
Integration Name | The name of the third-party system — e.g., Sage 200, Xero, Stripe. |
Status | Active (syncing normally), Disconnected (connection lost), or Error (syncing but with failures). |
Last Sync | When data was last successfully imported from this integration. |
Configure Button | Opens the settings for this specific integration including API keys and sync schedule. |
Sync Now Button | Triggers a manual sync outside the scheduled interval. |
Sync Logs | History of sync events showing what was imported and any errors. |
User Guide
Getting Started
Navigate to Integrations from the left navigation. Each integration tile shows its current status. Contact your system administrator if an integration shows as Disconnected or Error.
How do I check an integration status?
Open the Integrations page.
Each integration tile shows its status badge: Active, Disconnected, or Error.
Click on the integration tile to see the last sync time and any recent errors.
How do I trigger a manual sync?
Open the integration tile.
Click Sync Now.
Wait for the sync to complete — the Last Sync timestamp updates when finished.
Note: Manual syncs count towards API rate limits for some integrations. Do not trigger multiple syncs in quick succession.
How do I investigate a sync error?
Open the integration tile showing an Error status.
Click Sync Logs.
Review the most recent error entries.
Common errors and resolutions:
Authentication error: The API key may have expired — reconfigure the connection with a new key.
Timeout: The source system was slow to respond — retry the sync or check the source system's status.
Validation error: A record in the source system has missing required fields — correct the record in the source system and resync.
Pro Tips
Check the Integrations page first thing each morning to confirm all feeds synced successfully overnight before starting collections work.
After rotating an API key in your accounting system, update the key in Integrations immediately to prevent a sync gap.
Keep sync schedules aligned with your business day — if your bank closes its API feed at midnight, schedule the bank feed sync for 06:00 to ensure receipts are available when the team starts.
FAQ
Why are new invoices not appearing in the system? Check the accounting system integration status on the Integrations page. If the status shows Error or the last sync is more than a day old, the integration may have lost connection or encountered an error. Trigger a manual sync or reconfigure the connection.
Why are yesterday's bank receipts not showing in Receipts? Check the bank feed integration status. If it is Active and up to date, the bank may not have made the previous day's transactions available yet. If the integration shows an error, investigate the sync log for details.
Can I connect to more than one accounting system? This depends on your configuration and subscription. Contact your system administrator or support team for multi-system connection options.