Sync with Pennylane
In Integrations, open Pennylane. Each connection links a Pennylane accounting file to a Unisoft association. Synchronization currently supports associations using euros.
Configure the connection
- Select the association and enter the Pennylane accounting file’s API token.
- Check the connection and token permissions.
- Choose the date from which operations should be included.
- Enable the flows you need and enter the required accounting accounts.
- Save, then enable synchronization when the settings are correct.
The available flows cover Unisoft payments sent to Pennylane, expenses, and other income in the supported directions. They are defined flows, rather than a general copy of all data between the two tools.
An accounting file already connected to an association cannot be used for another one. After the first synchronization, accounting account mappings are locked. Moving the start date further into the past requires a controlled intervention by support.
Check status and issues
The connection shows the last synchronization and its status: active, suspended, pending, in progress, or To review. Check flagged operations before resuming: possible duplicates, incompatible currencies, modified or deleted entries, complex allocations, or a creation not confirmed by Pennylane.
If a creation is unconfirmed, search for its reference in Pennylane before trying again. Changes after transfer can require corrections in both tools.
You can suspend the connection without deleting transferred entries. If the token expires, enter a new token for the same accounting file.