Adfinity
Adfinity is a Belgian accounting and ERP platform by EASI. Monitr connects to Adfinity using account credentials you configure.
What Monitr imports from Adfinity
| Data | Used for |
|---|---|
| General Ledger transactions | All reports and dashboards |
| Chart of accounts | Account mapping |
| Analytical axes (dimensions) | Dimensional reporting |
| Outstanding items | Outstanding Items dashboard |
Preparing your Adfinity credentials
Before you connect Adfinity to Monitr, gather the five values you will need.
- Username and Password — your own Adfinity login, or a dedicated account your Adfinity administrator creates for Monitr. The account needs permission to read the chart of accounts, transactions and analytical axes.
- Base URL — the address of your Adfinity instance.
- Database — the name of your Adfinity database.
- Environment code — the number identifying which environment to connect to.
note
Exact steps to find your Database name and Environment code may vary by setup — refer to your Adfinity administrator or your EASI consultant for these specific values.
Connecting Adfinity
- Go to Integrations in the sidebar.
- Select the Accounting Software tab.
- Find the Adfinity card and click Add.
- Enter the five fields you prepared above: Username, Password, Base URL, Database and Environment code.
- Click Next.
- Select the language in which Monitr should retrieve your general ledger accounts, analytical axes, and transactions. Click Go to onboarding.
Managing the integration
Once connected, the integration card shows the connected company. Click the Settings (gear) icon in the integration card title area to remove the connection or delete the entire integration from Monitr.
Notes
- We request read-only access. We never create, edit, or delete any data in Adfinity.