Set up your organisation

This guide explains how to set up your organisation in Monitr, connect your accounting software, and select the entities you want to import.

Connect your accounting software

Monitr integrates directly with your accounting software to keep your financial figures up-to-date. To connect your accounting software:

1. On the Connect with your bookkeeping software page, you see a list of available accounting software providers.
2. Click Add on the card for your accounting software. If your provider is not listed, click the Request integration card to suggest a new integration.
3. A panel opens where you can enter your credentials or authenticate via OAuth, depending on the provider.
   • For OAuth integrations (e.g., Exact Online, Xero, QuickBooks, Moneybird, Twinfield, Octopus, Horus, Minox): Click Connect with [Provider Name]. You are redirected to the provider's login page to authorize the connection. After successful authorization, you are redirected back to Monitr.
   • For API key integrations (e.g., Odoo, eBoekhouden, Yuki): Enter your API key and any other required credentials in the fields provided. Click Next.
4. Once connected, the integration card shows a green checkmark and the status Configured.

info

Monitr requests read-only access to your accounting data. We never create, edit, or delete any data in your accounting software. Your credentials are encrypted and stored securely.

Select and prioritize entities

After connecting your accounting software, Monitr automatically detects the entities available in your account. You need to select which entities to import into Monitr and, if there are multiple, set their priority.

1. On the Select entities to import page, you see a list of entities found in your accounting software.
2. If only one entity is found, it is automatically selected as the primary entity. No further action is needed for selection.
3. If multiple entities are found:
   • In the Not importing section, select the entities you want to import by clicking the checkbox next to each entity or by clicking Add all to select all matching entities.
   • The selected entities move to the Selected [number] of [total] section. You can reorder these entities by dragging and dropping them to set their priority. The order determines the sync order and which entity you set up first in the next phase.
   • Use the search bar to find specific entities by name.
4. Click Continue.

What happens next - entity onboarding

After confirming your selection, you will set up each entity individually. This process takes approximately 5 minutes per entity. You can save your progress and return later.

• Dates: Configure the fiscal year, reporting period, and last date of actuals.
• Reporting structure: Choose a template for your Profit & Loss, Balance Sheet, and Cash Flow reports.
• Account mapping: Map your chart of accounts to the reporting structure.
• Dashboard: Customize your dashboard settings.

Invite your accountant or colleague

If you are not the right person to set up the integration, you can invite an accountant, bookkeeper, or colleague to your administrator team. They will be able to connect the integration on your behalf.

1. On the Connect with your bookkeeping software page, click the Invite your accountant or colleague button.
2. A panel titled Administrator team opens.
3. In the Invite someone section, enter the email address of the person you want to invite and click Add.
4. The invited user appears in the list of pending invites. You can add multiple users.
5. Click Send invites.

Invited users receive Organisation administrator access. You can configure more granular permissions per entity after completing the setup.