Settings → Connections / Accounting
Open your organisation’s connection settings.
Choose the accounting package you want to connect.
For Exact Online, select your region before continuing.
For Odoo, enter the server URL, database, login, and API key.
For NetSuite, enter the account details and OAuth credentials.
For Business Central, choose the environment and company after sign-in if prompted.
Some packages need extra identifiers, such as a division, company, or subsidiary.
Set the purchase journal code for Exact Online or Odoo if your books need it.
Set the sales journal code for outgoing invoices when you use outgoing booking.
Choose whether incoming invoices should book instantly.
Decide whether to merge bookings, include month in entry numbers, or send period dates on line items.
Add a fallback email if failed bookings should be forwarded automatically.
Save the connection from the settings editor when you are done.
Business Central can either post documents or submit them for approval, depending on your settings.
Use the reconnect option when you are restoring an existing Exact Online, Odoo, or NetSuite connection.
For Business Central, select the environment and company that should stay active.
For NetSuite, choose the subsidiary you want to activate.
If the same company or division is already active elsewhere, acknowledge the conflict only when that is intended.
Update the connection settings again if you need a different division or company later.
Check the connection list to confirm the connection is active.
Reconnect flows update the existing connection instead of creating a new one.
Use a refresh when you want Cashfeed to fetch the latest data without changing the connection.
Use a full refresh when you need a complete re-sync from the provider.
Refresh journals, suppliers, analytic plans, or other synced master data from the accounting area.
If booking data looks stale, check whether the connection itself is still active.
For Exact Online, webhook updates should trigger new snapshot syncs automatically.
If refreshes do not help, contact Cashfeed support.
Full refreshes are heavier than normal refreshes and reset the sync watermark where relevant.
Open the connections list and renew or reconnect the expired integration.
Reconnect with the same package account details if you want to keep the existing setup.
If the connection still fails, contact Cashfeed support.
Open the connection settings and change the active division, company, or subsidiary.
Reconnect the integration if the provider needs you to sign in again.
If the same company is active in another organisation, acknowledge the conflict only when correct.
Set the required purchase journal code for Exact Online or Odoo.
Set the sales journal code if you book outgoing invoices.
Save the connection settings again after updating the codes.
Open the connection settings and review the fallback email and auto-forwarding setting.
Turn off automatic forwarding if you want manual handling only.
Check whether the package is set to book instantly or send for approval.
Run a normal refresh for the affected synced data.
Use a full refresh if the provider data still looks incomplete.
Verify the connection is still active before retrying.
Contact Cashfeed support if the refresh never completes.
