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Dinero

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Step 2: Integrate Dinero to Plecto

  1. In Plecto, go to Data management > Data sources > + New data source > Dinero.

  2. Enter your Organization ID and click Next.

  3. You will be redirected to Dinero's authorization page. Click Godkend (Approve) to allow Plecto to access your Dinero account.

  4. Select the data you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. Click Next to choose how much data to import and how long you want to keep it in the data source.

  7. Click Import to finish.

Available data

Our integration with Dinero currently allows you to import the following data:

  • Contacts

  • Deposit accounts

  • Entries

  • Entry accounts

  • Invoices

  • Products

  • Sales

  • Trade offers

Useful information on data type "Entries"

If you import Entries, you need to select the start and end dates of your accounting year. The dates must be written in the YYYY-MM-DD format.

Selecting an accounting year, for example, from 2021-01-01 to 2021-12-31, means that, with this import, Plecto will create a new data source and only import data within the appointed accounting year.

To import data from another accounting year, for example, 2020, you will have to create a new data source and import the Entries data again. Only this time, you need to add different start and end dates.