How do I select which dimensions to import into Soldo?

Import dimensions

You can select which dimensions to import into Soldo during step 5 of the integration setup flow. Expense Category, Tax Rate and Dynamics Supplier will be imported automatically. If you don’t wish to import any additional dimensions, this step can be skipped.

Dimensions will be imported into Soldo as lists and can be found in the Integrations section under Lists.

Change imported dimensions

If you wish to change the imported dimensions once the integration has been set up, you can do this by finding the active card in the Marketplace section and clicking Settings. Choose Lists from the tabs at the top of the page, then click View list next to one of the imported dimensions. To change the imported dimensions, click Edit in the top right-hand corner of the page.