What the other connectors ask for, and the write-back switch

Steps

1. 1

   Open the Zoho Books form

   On the Zoho Books card select Set Custom Credentials. The form has the same three fields as QuickBooks Online: Client ID, Client Secret and the optional Redirect URI. There is no Environment box. Xero, Sage Business Cloud and Wafeq show the same three fields.

   • Select Set Custom Credentials
2. 2

   Cancel, then open the Oracle NetSuite form

   Select Cancel, then select Set Custom Credentials on the Oracle NetSuite card. Below the three usual fields is NetSuite Account ID. You find it in NetSuite under Setup, Company, Company Information. A sandbox account number ends with SB1.

   • Select Cancel
   • Select Set Custom Credentials
3. 3

   Cancel, then open the Microsoft Dynamics 365 form

   Select Cancel, then select Set Custom Credentials on the Microsoft Dynamics 365 card. This form adds two boxes. Azure AD Tenant ID is the identifier of your company's Microsoft directory. BC Environment is the name of your Business Central environment, usually production or sandbox.

   • Select Cancel
   • Select Set Custom Credentials
4. 4

   Cancel, then select Connect on ClearTax UAE

   Select Cancel, then select Connect on the ClearTax UAE card. ClearTax does not use an OAuth app. The form asks for one value, the ClearTax API Key, a long code that works like a password for one system talking to another. You find it in the ClearTax dashboard under Settings, then API Access.

   • Select Cancel
   • Select Connect
5. 5

   Read how the key is protected

   The note under the box says the key is encrypted at rest and never exposed after saving. Save stays greyed out until a key is entered. This lesson enters nothing.

   

6. 6

   Select Cancel

   Select Cancel. Every card still reads Not connected and the Connected total is 0.

   • Select Cancel
7. 7

   Open Entity settings from the menu under your initial

   Now find the write-back switch. While you are on one of the entity's pages, open the menu under your initial at the top right and select Entity settings. The page opens on the General tab, with the entity's details.

   • Select Account menu
   • Select Entity settings
8. 8

   Find ERP Write-Back

   Scroll down the General tab to ERP Write-Back. ERP means your accounting or business system. The line under it reads: When enabled, computed figures are pushed back to the connected ERP. Off by default. The box is not ticked, so for this entity data only flows in.

9. 9

   Leave write-back off

   Leave the box unticked. Ticking it and selecting Save Changes at the bottom of the page would allow ComplianceOS to push records to the connected system. Agree that with your finance manager first, and only after a system is connected.