Dolibarr ERP CRM Wiki

SmartBankImport: Difference between revisions

Page

SmartBankImport (view source)

Revision as of 17:28, 30 October 2025

305 bytes removed ,  11 months ago
LastEnglishUpdate_30Nov
VisualWikitext
(First draft)
 
(LastEnglishUpdate_30Nov)
Line 1: Line 1:
'''Smart Bank Import – Dolibarr Bank Import Module'''
'''<big>Smart Bank Import – Dolibarr Bank Import Module</big>'''


'''Smart Bank Import is a powerful interface that connects directly to your bank and automates your financial processes in Dolibarr ERP/CRM.'''
Smart Bank Import is a powerful interface that connects directly to your bank and automates your financial processes in Dolibarr ERP/CRM.


'''With just a few clicks, you can:'''
With just a few clicks, you can:


* '''Generate and link supplier invoices'''
*Generate and link supplier invoices
* '''Record customer payments'''
*Record customer payments
* '''Manage salaries, taxes, and other financial transactions'''
*Manage salaries, taxes, and other financial transactions
 
You can also use the Android app to scan invoices on the go. The scanned documents are instantly converted into PDF files and linked to your Dolibarr system — no manual data entry needed.


'''You can also use the Android app to scan invoices on the go. The scanned documents are instantly converted into PDF files and linked to your Dolibarr system — no manual data entry needed.'''


'''Smart Bank Import offers secure connections to more than 2,353 European banks, ensuring fast, reliable, and automated financial synchronization.'''  
'''Smart Bank Import offers secure connections to more than 2,353 European banks, ensuring fast, reliable, and automated financial synchronization.'''  


'''1. Installation Guide'''


'''Step 1: Download the Module'''
'''1. Installation Guide:''' '''Functioning of Smart Bank Import'''


* '''Download the .zip file of Smart Bank Import from DoliStore.'''
'''Step 1: Select the Language for the App'''
* '''Or, create an account and try it for free on Smart Bank Import.'''


'''After creating a new account, you will be able to log in to your Smart Bank Import account. You will receive a 15-day free trial, after which, against one payment, you can add one bank account for free.'''
On the bottom-left corner of the Smart Bank Import app, you will find a language selector. Click it to open the list of available languages — currently there are 6 to choose from (English, French, Spanish, Italian, German, and Dutch).


'''2. Functioning of Smart Bank Import'''


'''Step 1: Select the Language for the App'''
'''Step 2: Connect Your Bank'''


* '''On the bottom-left corner of the Smart Bank Import app, you will find a language selector. Click it to open the list of available languages — currently there are 6 to choose from (English, French, Spanish, Italian, German, and Dutch).'''
Connecting your bank is a quick and secure process that uses GoCardLess for safe authentication.


#Choose your country: Select the country where your bank account is registered so the app can display the    right banks for you.
#Select your bank: From the provided list, click on your bank’s name. If you don’t find your bank, use    the search bar.
#Grant permission: You will be redirected to a secure GoCardLess page where you can log in to your online    banking. This ensures your data is encrypted and safe.
#Confirmation: Once you approve, your bank will be securely connected, and transactions will start syncing    automatically in the app.


'''Step 2: Connect Your Bank'''
Tip: This process only gives Smart Bank Import read-only access to your transactions. Your money cannot be moved without your permission.


'''Connecting your bank is a quick and secure process that uses GoCardLess for safe authentication.'''


# '''Choose your country: Select the country where your bank account is registered so the app can display the    right banks for you.'''
'''Step 3: Connect Your Dolibarr Account'''
# '''Select your bank: From the provided list, click on your bank’s name. If you don’t find your bank, use    the search bar.'''
# '''Grant permission: You will be redirected to a secure GoCardLess page where you can log in to your online    banking. This ensures your data is encrypted and safe.'''
# '''Confirmation: Once you approve, your bank will be securely connected, and transactions will start syncing    automatically in the app.'''


'''Tip: This process only gives Smart Bank Import read-only access to your transactions. Your money cannot be moved without your permission.'''
After connecting your bank, the next step is to link your Dolibarr account.


'''Step 3: Connect Your Dolibarr Account'''
This allows Smart Bank Import to automatically reconcile your bank transactions with your Dolibarr accounting records.


'''After connecting your bank, the next step is to link your Dolibarr account.'''
Click on the Dolibarr icon in the left menu, located just below the bank icon.


'''This allows Smart Bank Import to automatically reconcile your bank transactions with your Dolibarr accounting records.'''
1. Enter Your Dolibarr Details


'''Click on the Dolibarr icon in the left menu, located just below the bank icon.'''
You will need to provide the following information:


'''1. Enter Your Dolibarr Details'''
*API URL: This should match the format <nowiki>https://yourdolibarr.com</nowiki>
*API Key:
**Go to Dolibarr → Settings →  User Card and copy the API key.
**If you don’t see it, make sure  the API REST module is enabled and that you have the necessary      permissions.


'''You will need to provide the following information:'''
2. Paste and Confirm


* '''API URL: This should match the    format <nowiki>https://yourdolibarr.com</nowiki>'''
Paste your API key into Smart Bank Import and click “Confirm.”
* '''API    Key:'''
** '''Go to Dolibarr → Settings →  User Card and copy the API key.'''
** '''If you don’t see it, make sure  the API REST module is enabled and that you have the necessary      permissions.'''


'''2. Paste and Confirm'''
Your Dolibarr account is now successfully linked.


'''Paste your API key into Smart Bank Import and click “Confirm.”'''


'''Your Dolibarr account is now successfully linked.'''
''For Qonto Users: Qonto users have an additional benefit — you can directly import and transfer documents from Qonto into Smart Bank Import. Just add your Qonto API key and ID into Dolibarr. Follow the official Dolibarr guide for setup.''  


'''For Qonto Users: Qonto users have an additional benefit — you can directly import and transfer documents from Qonto into Smart Bank Import. Just add your Qonto API key and ID into Dolibarr. Follow the official Dolibarr guide for setup.'''


'''Step 4: Using Smart Bank Import'''
'''Step 4: Using Smart Bank Import'''


'''Once everything is connected, you can start using Smart Bank Import for daily financial tasks.'''
Create an account and try it for free on https://app.smartbankimport.com/
 
After creating a new account, you will be able to log in to your Smart Bank Import account. You will receive a 15-day free trial, after which, against one payment, you can add one bank account for free.
 
Once everything is connected, you can start using Smart Bank Import for daily financial tasks.
 


'''Features:'''
'''Features:'''


* '''Quick import of bank transactions (credits and debits)'''
*Quick import of bank transactions (credits and debits)
* '''Create supplier invoices in just a few clicks'''
*Create supplier invoices in just a few clicks
* '''Record customer payments'''
*Record customer payments
* '''Upload or scan supporting documents (invoices, receipts) from the mobile application'''
*Upload or scan supporting documents (invoices, receipts) from the mobile application
* '''Record payments (invoices, salaries, expense reports, VAT, bank loans, etc.)'''
*Record payments (invoices, salaries, expense reports, VAT, bank loans, etc.)
* '''Creation of credits and automatic linking to payments'''  
*Creation of credits and automatic linking to payments
 
 
'''Why Choose Smart Bank Import for Dolibarr'''
 
*The Dolibarr Smart Bank Import module facilitates the connection between Smart Bank Import and your    Dolibarr account and adds missing API points (e.g., tax creation) to extend the interface's functionality.
*By eliminating manual entry, Smart Bank Import simplifies and speeds up synchronization between your    bank account and Dolibarr.
*Fully compatible with Dolibarr ERP/CRM.
*Automatic bank transaction imports with GoCardLess API.
*Real-time synchronization and accounting accuracy.
*Simplifies bookkeeping,  reconciliation, and VAT management.
*With Smart Bank Import, Dolibarr users save valuable time (around 2 days or €800 per month),    reduce costly errors and have complete visibility of their cash flow.


'''3. Why Choose Smart Bank Import for Dolibarr'''


* '''The Dolibarr Smart Bank Import module facilitates the connection between Smart Bank Import and your    Dolibarr account and adds missing API points (e.g., tax creation) to extend the interface's functionality.'''
'''Important Note'''
* '''By eliminating manual entry, Smart Bank Import simplifies and speeds up synchronization between your    bank account and Dolibarr.'''
* '''Fully compatible with Dolibarr ERP/CRM.'''
* '''Automatic bank transaction imports with GoCardLess API.'''
* '''Real-time synchronization and accounting accuracy.'''
* '''Simplifies bookkeeping,  reconciliation, and VAT management.'''
* '''With Smart Bank Import, Dolibarr users save valuable time (around 2 days or €800 per month),    reduce costly errors and have complete visibility of their cash flow.'''  


'''4. Important Note'''
If the balance between Qonto and Dolibarr doesn’t match, it is usually because invoice matching hasn’t been completed.


'''If the balance between Qonto and Dolibarr doesn’t match, it is usually because invoice matching hasn’t been completed.'''
Always finish importing and matching all documents before comparing balances.  


'''Always finish importing and matching all documents before comparing balances.'''


'''5. Keywords'''
'''Keywords'''


'''Dolibarr bank import, Smart Bank Import Dolibarr, Dolibarr GoCardLess integration, import bancaire Dolibarr, Dolibarr module installation, CSV bank import Dolibarr, automatic bank transactions, Dolibarr accounting modules, GoCardLess API Dolibarr.'''
Dolibarr bank import, Smart Bank Import Dolibarr, Dolibarr GoCardLess integration, import bancaire Dolibarr, Dolibarr module installation, CSV bank import Dolibarr, automatic bank transactions, Dolibarr accounting modules, GoCardLess API Dolibarr.  


<br />
<br />
[[Category:Bank]]
[[Category:Import bancaire]]
[[Category:SmartBankImport]]
__INDEX__
F.dufourg
134

edits

Retrieved from "https://wiki.dolibarr.org/index.php/Special:MobileDiff/64607"