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
Software | Connection method |
Exact Online | Uses 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 |
Wings | The 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
Software | Connection 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
Software | Connection 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
Software | Delivery 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! Instructions: CodaBox SyncTool user manual |
Do you have a question about your connection to our system? ➟ Contact helpdesk@codabox.com |
See also our Related Articles