Integrations

CO2e emissions tracker

10 Articles

• What are scope 1, 2 and 3 emissions?
• What is the CO2e emissions tracker?
• Why should I use the CO2e emissions tracker?
• Which plans is the CO2e emissions tracker available on?
• How do I enable/disable the CO2e tracker?
• Which types of transactions are CO2e emissions calculated for?

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Amazon Business

9 Articles

• What is the Amazon Business integration?
• Why should I use the Amazon Business integration? 
• Which plans is the Amazon Business integration available on?
• How do I enable/disable the Amazon Business integration?
• How long does it take for an Amazon Business invoice to be attached to the relevant transaction in Soldo?
• How should I configure my Amazon Business account to integrate with Soldo?

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Custom Template Export

9 Articles

• What is the Custom Template Export feature?
• How does the Custom Template Export template work?
• What are the benefits of the Custom Template Export feature?
• How can I create a custom template?
• Can I edit or delete a custom template?
• How can I download a report?

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DATEV

7 Articles

• What is Soldo DATEV integration?
• What do I need to do before using the DATEV integration?
• What transactions can I export to DATEV?
• How will the transactions and attachments appear in DATEV?
• How do I export Soldo transactions to DATEV?
• Which fields are exported to DATEV?

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Exact Online

5 Articles

• What is Soldo + Exact Online integration?
• Which transactions can I export to Exact Online?
• How do I create a bank account in Exact Online?
• How do I create a purchase journal in Exact Online?
• How do I create a payment condition in Exact Online?

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Microsoft Dynamics 365 Business Central

11 Articles

• What is the Microsoft Dynamics 365 integration?
• Why should I use the Microsoft Dynamics 365 integration?
• Which plans is the Microsoft Dynamics 365 integration available on? 
• How do I set up Business Central for the Dynamics 365/Soldo integration?
• How do I enable/disable the Microsoft Dynamics 365 integration? 
• How do I select which environment/company I want to connect to?

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NetSuite

28 Articles

• What is Soldo’s NetSuite Integration?
• How does the NetSuite integration work and where is my data stored?
• How to enable NetSuite to support the integration?
• What do I need to know before setting up the NetSuite integration?
• Which permissions does the integration user/role need to have?
• How do I set up the NetSuite integration?

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Optical recognition (OCR)

10 Articles

• What is the Optical recognition (OCR) feature?
• Why should I use the Optical recognition (OCR) feature?
• Which plans is the Optical recognition (OCR) feature available on?
• How do I enable/disable the Optical recognition (OCR) feature?
• Which file formats does the Optical recognition (OCR) feature support? 
• How do I use the email forwarding feature?

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QuickBooks

18 Articles

• What is the Soldo + QuickBooks Integration?
• How to set up your Soldo-QuickBooks Integration
• How to export transactions to QuickBooks
• How to configure your QuickBooks integration
• How do I connect Soldo to the QuickBooks bank feed?
• Which Soldo wallets connect with the bank feed?

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Sage Bank feed

8 Articles

• What is the Sage bank feed?
• How do I enable Sage bank feed?
• Which Soldo Wallets sync with Sage?
• What transactions are exported to Sage?
• How far back can I sync transactions with Sage?
• Can I exclude transactions being exported to Sage via the bank feed?

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Sage Business Cloud Accounting

15 Articles

• Which Sage plans is this integration available for?
• Which Soldo customers is the Sage Accounting integration available to?
• What do I need to do before setting up the Sage integration?
• How do I set up the Sage Business Cloud Accounting integration?
• Is spend data exported as purchase invoices or other payments?
• What categories in lists sync with Soldo from Sage Accounting?

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SAP Concur

9 Articles

• What is the Soldo and SAP Concur integration?
• What are the benefits of this integration?
• What do I need to know before setting up this integration?
• What do I need to do before setting up this integration?
• How do I set up this integration?
• What transactions can I export to SAP Concur?

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Single Sign On

3 Articles

• What is SSO?
• How does the Soldo SSO work?
• Setting up SSO with Microsoft Entra

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Xero

25 Articles

• What is Soldo’s Xero integration?
• What do I need to do before setting up the Xero integration?
• How do I set up the Xero integration?
• What are Xero bank accounts and how they are used in the integration?
• Which transaction types are exported to Xero?
• Where does the transaction data go in Xero?

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