The way you can receive the CodaBox files depends primarily on your accounting software.

You will receive the files directly into your accounting software OR locally in a tree structure compatible with your accounting package.

Have a look at the options below and, if necessary, contact your software supplier to verify if/how your software can process the desired files from CodaBox.


CodaBox will contact your office regarding the setup of the delivery method (if you use Exact Online, we do not need to contact you - see link below).  


Direct import but NOT via API

SoftwareConnection method
Exact OnlineUses a digital mailbox xxx@xxx.xx to receive CODA files. You will register this mailbox yourself via MyCodaBox.
Instructions: set up Exact Online to receive CODA
WingsThe FTP is provided by Wings who takes care of the connection between CodaBox and Wings.
Yuki
(different method for CARO)
Always use the FTP connection at CodaBox with a username and password.

Use CodaBox Connect only for the CARO files (see below).


Import via API V2

SoftwareConnection method
Clearfacts - Horus - WinAuditor - WinBooks On Web - Sage BOB - Stratics - ThanksToPay
Uses an API connection via a token to connect to CodaBox and upload files.
Token is sent manually by CodaBox.
Technical documentation: https://doc.codabox.com/ - see API V2


Import via CodaBox Connect API

SoftwareConnection method
Yuki* - Horus* - odoo

*Currently only for CARO files
Uses an API connection to connect to CodaBox and upload files.
The software has a built-in functionality to connect to CodaBox.
Instructions: Integration with CodaBox Connect
Technical documentation: https://doc.codabox.com/ - see CodaBox Connect


Delivery via CodaBox Synctool

SoftwareDelivery method

Software examples:

Accowin - Adsolut - Expert/M - Venice - Winbooks - ...

(Non-exhaustive list)

Is your software able to process CODA files? Then this delivery method is available to you!
➜ We deliver your CODA files via a safe FTP method thanks to our CodaBox SyncTool!


 Do you have a question about your connection to our system?
➟ Contact helpdesk@codabox.com

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