Complete these steps before your onboarding session so Between can be connected to Systima. Do not start synchronization until the company, mappings, and start date have been reviewed.
Before you start
Confirm the accounting company name and organisation number.
Ask an administrator of the accounting system to help if you cannot manage integrations.
Never send a key, accounting password, or screenshot containing a key by email, chat, or a support message. Store a generated key in a password manager and paste it directly into Between.
Recommended: Create a separate settlement account for Clearhaus or SurfBoard
Create one account for each provider you use and name it Clearhaus settlement or SurfBoard settlement. This is an accounting account, not a new physical bank account. Ask your accountant to confirm the account number and VAT treatment.
Open Innstillinger > Kontoplan > + Ny konto and create the account. Enable Avansert visning, then open Innstillinger > Betalingsinnstillinger > + Ny betalingskilde, link the account, enable it for incoming payments, and save.
Prepare Systima access
Systima uses authorization instead of a key supplied by the customer.
Confirm that the correct user can access the intended Systima company.
During onboarding, open Settings > Accounting integration and select Systima.
Select Log in with Systima and sign in.
If more than one company is available, use Select company to choose the correct one and then select Confirm company.
Return to Between and confirm that the connection succeeds.
Remember: Have access to the correct Systima company with a user who can approve the connection.