Via MyPonto, you can import your bank transactions into Douano. This eliminates the need to manually reconcile invoices, as this process will be handled (semi-)automatically within Douano. You only need to create an account and subscribe to MyPonto.
This plugin is not installed by default. If you would like to use it, please request it via [email protected], and we will install it for you.
Want more information about MyPonto? Click on this 👉 link.
⚠️ If you already have an integration with Exact Online, Twinfield, or Minox but would like to start using MyPonto, please let us know at [email protected].
MyPonto Settings
In MyPonto, go to Integrations and click on Add Integration. Scroll to the bottom of the page and select Create a custom integration.
Name the integration Douano. Under Allowed Scopes, check the first option: Account Information.
Enable the toggle for the Bank Account(s) you want to link with Douano.
Click Add to proceed.
In the next screen, you will receive a Client ID and a Client Secret. Keep this tab open, as you will need these codes to complete the integration in Douano. Open Douano in a second tab.
Douano Settings
Before you can establish the connection with MyPonto, you need to activate the synchronization in Douano.
⇢ Go to Settings - Douano Sync - Connections, click on MyPonto, and check the 'Active' option.
In Douano, enter the Client ID and Client Secret to complete the connection with MyPonto.
⇢ Go to Settings - MyPonto - Connection.
Enter the Client ID and Client Secret into the designated fields. Since MyPonto is still open in a second tab, you can quickly copy and paste the IDs into the appropriate fields in Douano.
Once done, click on the green cloud icon at the top to import the bank transactions.
Douano will initially retrieve the last 100 transactions, which may take around 15 minutes.
After that, Douano will automatically import new bank transactions twice a day.
To learn how to manage these bank transactions, check out this 👉 guide.