Enable the Universal Connector

Use iCompleat without a finance software connection

If you choose to use iCompleat as a standalone system instead of connecting it to accounting software like Sage or QuickBooks, or using our API, you can connect to iCompleat's Universal Connector.

The Universal Connector lets you upload and manage your reference data in iCompleat. Instead of iCompleat automatically sending your invoices to your accounting software, you'll need to use iCompleat's invoice download feature, and then manually upload them to your accounting software.

Just make sure you switch on the invoice download permission for you and any other users who need to download invoices.

To connect to iCompleat's Universal connector, follow these steps.

1. On the homepage, click Configuration.
   
   
2. Click Company.
   
   
3. Go to Connection.
   
   
4. Next to Connect to a new finance system, click Connect.
   
5. Click the Universal connector tile.
   
6. Select which month your financial year starts from the drop-down.
   
7. Click Ok.
   
8. Your company is now using iCompleat's Universal Connector!

   You're automatically redirected to the Reference data area, where you can upload all of your important analysis information, like account codes, tax codes, currencies, suppliers, and more.

   Check out Upload and manage your reference data to learn more.

 Still got questions? Comment below and let us know how we can improve this article.