Managing Integrations

The Integrations section configures and monitors connections with external systems including ERP platforms, banking systems, and file storage services. Data from integrated systems is synchronized to Account Reconciliation, including:

• Account master data

• GL transaction data

• Bank account information

• FX rates

To manage integrations:

1. Navigate to the Administration module.

2. Click the Integrations tab.

The Integrations tab displays all available and configured integrations for your organization.

Integrations display the following status indicators:

• Healthy (green): Integration is active and functioning properly.

• Failure (red): Integration is not connected or experiencing connection issues.

Enabling or Disabling Integrations

Toggle integrations on or off directly from the integration cards:

1. Click the toggle switch on any integration card to Enable (activate) or Disable (deactivate) the integration.

   • Enabled integrations actively sync data according to their configured schedules.

   • Disabled integrations stop synchronizing but retain their configuration settings for future use.

Schedule Refresh [v26.1]

Starting from version 26.1, Account Reconciliation runs automated scheduled jobs to keep GL data in sync with source systems without requiring manual intervention. The scheduled refresh runs automatically and performs the following operations:

Detects and creates missing reconciliations for enabled accounts.

Updates GL balances from the connected ERP.

Fetches new or updated GL transaction lines without performing a full data reload.

The scheduled refresh runs on a regular cadence. No manual configuration is required to enable it.

Note: Manual refresh remains available via the Refresh button on any enabled integration card.

Schedule Refresh [v26.1] 

Starting from version 26.1, Account Reconciliation runs automated scheduled jobs to keep GL data in sync with source systems without requiring manual intervention. The scheduled refresh runs automatically and performs the following operations:

• Detects and creates missing reconciliations for enabled accounts.

• Updates GL balances from the connected ERP.

• Fetches new or updated GL transaction lines without performing a full data reload.

The scheduled refresh runs on a regular cadence. No manual configuration is required to enable it.

Note: Manual refresh remains available via the Refresh button on any enabled integration card.

Refresh Integration Data

Account Reconciliation uses xml for integration data synchronization:

1. Click the Refresh button on any enabled integration card to manually sync the latest data from the connected system.

2. Wait for the refresh process to complete.

3. Verify the status remains "Healthy.”

Note: Auto-refresh is not available in the beta release. If changes are made in your ERP or source system (such as new accounts, updated GL balances, or modified transactions), you must manually refresh the integration to pull the latest data into Account Reconciliation.

Note: [v26.1]  Each integration card on the Integrations tab displays a last refresh timestamp showing when the most recent synchronization occurred — whether triggered manually or by the scheduled job.

Modifying Configuration

To modify an existing integration configuration:

1. Choose the desired integration card (e.g., OBDF)

2. Select Modify Configuration to open the configuration panel.

   The Configuration page pops up.

   

3. Review the integration status at the top of the panel to verify current health.

4. Update the configuration fields as needed:

   The following table describes the configuration fields available for integration setup:

   Field	Description
   Status Indicator	Shows the current health status of the integration (Healthy/Warning/Error)
   API Base *	The base URL endpoint for the integration API. Example: https://angles.insightsoftware.com/api/SharedData/odata
   API Key *	Secure authentication key for accessing the integration. Click the info icon to manage API Keys and Access Tokens in Platform
   Run integration after saving	Toggle switch to automatically execute the integration immediately after saving configuration

5. Complete the configuration steps:

   1. Verify or update the API Base URL.

   2. Enter a new API Key if credentials have changed.

   3. Click the link to manage your API Keys and Access Tokens in Platform.

   4. Toggle Run integration after saving based on your preference:

      • ON: Integration runs immediately after saving

      • OFF: Manual execution is required later

6. Click Submit to save your changes or Cancel to discard modifications.

7. If integration is set to run after saving, monitor the status indicator for successful connection.

Note: Only administrators can modify integration configurations. Ensure API keys are kept secure and rotated regularly for security compliance.