With receipts and invoices automatically exported into Cegid Loop, closing your clients’ books has never been faster.
What does integrating with Cegid Loop offer?
Automatically transfer receipts, both paid and unpaid invoices from Qonto to Cegid Loop daily at 8 PM UTC:
Each day, your client’s Qonto account is scanned for new receipts and invoices.
These attachments seamlessly appear in the Robot Comptable document deposit section within your Cegid Loop account.
Cegid Loop conveniently pre-populates your customer’s accounting journals with the necessary details.
Who is eligible for this integration?
The integration process can be initiated by all account holders, admins, and those in reporting roles. However, completion of the setup requires certified public accountants who have access to essential integration details (Cegid Loop API key, API secret).
👉 Important to know: This feature is only available for customers with a French IBAN for our Smart, Premium, Essential, Business and Enterprise packages. Click here to learn how your customer can upgrade to a higher plan.
Setting up the Cegid Loop integration:
First, ensure you have access to your customer’s Qonto account. If access is not yet granted, learn how to obtain it here.
From the Qonto web app, click on Integrations and Partnerships on the bottom left then Integrations. Search for Cegid Loop, select it, and then click "Connect" on the top right. Follow these steps for setup:
Retrieve your API Key and API secret from CegidLife: If you're an admin, log into CegidLife, access your profile (icon on the top right), select "Clé API", and generate a new API key named, for instance, "Qonto". Remember, this information cannot be retrieved again, so save it carefully.
Install the Qonto app within Loop Hub: Click the ➕ icon in Loop Hub, filling in the details as follows:
Type: Partenaire
Application: Qonto
API Key: [Previously fetched API key]
Choose either all client files or specific folders requiring the Qonto app.
Create a new authentication, naming it “[Client name] x Qonto”, and input the API key and secret from Cegid Loop.
Select the Cegid Loop client file for synchronization. If the file isn’t found, check whether you’ve added the Qonto app to this client file or if the API key was correctly entered.
After clicking "Create" and then "Finish", your integration is set. A file will be sent to your Cegid Loop account to confirm the integration's success, which might take a few minutes to appear.
Troubleshooting: Not seeing Qonto files in Cegid Loop?
If a file doesn’t appear within 24 hours, you'll need to reconnect the integration. Simply disconnect and then reconnect to Cegid Loop via the Qonto web app.
💡 Good to know: Only files in JPEG, PNG and PDF format will be exported to Cegid Loop.
What about deleting files in Qonto or Cegid Loop?
New attachments are synced with Cegid Loop at 8 PM UTC daily. After synchronization, deleting attachments in Qonto won’t affect those already in Cegid Loop.