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With receipts and invoices automatically exported into Cegid Loop, closing your clients’ books has never been faster.

What does the Cegid Loop integration do?

Receipts, paid and unpaid invoices will be automatically exported from Qonto to Cegid Loop once a day at 8PM UTC:

  • Your client’s Qonto account will be scanned daily for new receipts, supplier invoices or invoices.

  • Attachments will automatically land in the PIA document deposit section of your Cegid Loop account.

  • Cegid Loop will pre-fill your customer’s accounting journals with the appropriate information.

💡 Only files in JPEG, PNG and PDF format will be exported to Cegid Loop.

Who can use the integration?

All account holders, admins, and reporting roles may begin the integration set up process with Cegid Loop. However, only certified public accountants will have the necessary information (Cegid Loop API key, API secret, and code dossier) to complete the installation of the integration.

☝️This feature is available for our Smart, Premium, Essential, Business and Enterprise packages. Click here to learn how your customer can upgrade to an upper plan.

How do I set up the integration?

To set up the Cegid Loop integration, you need to log in to your customer’s Qonto account. If you currently don’t have access to your customer’s account, click here to learn how to get access.

From the Qonto web app, click on Settings, Integrations and on the Connect section. Use the search bar to find the integration, and click on Cegid Loop. Then, click Connect in the top right of the page and follow these simple steps:

  • Retrieve your API key and API secret from the administrator’s account directly in CegidLife, and click on Next.

  • Retrieve the code dossier of your customer, and the Domain of your cabinet directly in Cegid Loop and click on Next.

  • On Cegid Loop, declare Qonto in the Loop Hub by providing the following information:

    • Type: Partenaire

    • Application: Qonto

    • API Key: enter the Cegid Loop API key and API secret you retrieved just before

    • Email prestataire: [email protected][domain of your cabinet].onmicrosoft.com

  • Click on Next, and then create a new authentication by naming it: “[Client name] x Qonto” for example, and provide the information previously gathered from Cegid Loop: API key, API secret, Accounting file code, and Domain.

  • Finally, click on Create and select Finish to complete the setup.

Your integration is now ready! A folder will be automatically created in your Cegid Loop account. This may take a few hours to load.

What if I don’t see any Qonto folder in Cegid Loop?

If the folder didn’t appear after 24 hours, you will need to set up the integration again. From the Qonto web app, click on Settings, then Integrations, and finally the Connect section. Use the search bar to find the integration, and click on Cegid Loop. From there, click on Disconnect at the top right of the page, and click again on Connect.

What happens if I delete a file in Qonto or in Cegid Loop?

All new attachments on Qonto will be synchronized with Cegid Loop at 8PM UTC. After this synchronization, deleting attachments on Qonto won’t impact those already synchronized with Cegid Loop.

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