Agiled Docs

Finance apps can bring provider records into Agiled or connect finance-related systems around customers, invoices, payments, files, or vault records.

Use these integrations when the provider is still part of your finance workflow or when you need historical data in Agiled. If Agiled will become the source of truth, decide when the old system stops being updated.

Do not connect a finance provider casually. Provider imports can create or update customers, products, invoices, payments, and files that affect reporting.

Before You Import

Choose the provider account, date range, object types, and source-of-truth plan. Clean up obvious duplicates in the provider when possible, then run a small import before bringing over a large history.

Decide whether Agiled or the provider owns future finance work. If Agiled owns future invoices, stop creating new invoices in the old system after migration. If the provider remains the accounting source, use Agiled records for operations only where that is the agreed process.

Connect a Finance App

Open Settings > Apps.
Choose the provider.
Complete OAuth or enter manual credentials, depending on the provider.
Review the object scope shown in Agiled.
Run Import or Sync if the provider supports it.
Review recent runs for status and errors.

Use a provider admin or finance-owned account when possible. Finance imports often require access to customers, invoices, payments, products, files, and tax settings.

Common Imported Records

Clients or contacts
Products, services, or items
Invoices
Payments
Provider-specific files or assets

After Import

Spot-check customers, invoices, payments, and products. Confirm totals, dates, currency, tax, and customer links match the provider before relying on reports.

Review both successful and failed rows when the run history exposes them. A partial import can be more confusing than a failed import because some records will appear complete while others are missing.

Reconcile Imported Data

After the first import, compare a small sample:

one paid invoice
one unpaid invoice
one refunded or adjusted invoice if available
one customer with multiple invoices
one product or service item with tax

Open the matching provider records and compare totals, dates, currency, tax, payments, and customer names.

Avoid Duplicate Finance Data

Do not repeatedly import the same date range unless the integration is designed to update existing records. Keep a note of the provider account, import date, object scope, and source-of-truth decision.

If a retry is needed, import only the failed or corrected scope where possible. Reimporting a full historical range can create duplicate customers, invoices, or payments that distort reports.

Troubleshooting

If an import creates duplicates, stop further imports and compare provider IDs, customer emails, invoice numbers, and item SKUs before running another sync.

If totals differ, check currency, tax labels, discounts, refunds, and payment status mapping.

If provider authentication fails, reconnect the app with an account that has the required provider permissions.

If imported invoices do not match accounting reports, pause additional imports until currency, tax, discount, and payment mappings are understood.

Import Review Checklist

After the first import:

compare record counts with the provider
inspect paid and unpaid invoices
check payment status and refund mapping
review products, taxes, and currency
note which system owns future corrections

FreshBooks, Zoho Books, SmartVault, and ShootProof