Fiken

A guide on how to connect Fiken to Plecto and display your accounting KPIs on real-time dashboards.

Last updated: Dec. 2, 2021

Table of contents

Import data directly from Fiken and create real-time dashboards for your accounting KPIs. With our integration to Fiken, you can import the following data types:

  • Contacts
  • Invoices
  • Invoice lines
  • Products
  • Purchases
  • Purchase lines
  • Purchase payments
  • Sales
  • Sales lines

For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > Data sources.

Note: Visit our Fiken integration page to find more detailed information on the available data types, update frequencies, custom field support, and more.

Are you handling data for multiple companies in Fiken?

If you're handling accounting for multiple companies in Fiken, you need to specify the company when selecting a data type for import. Plecto will then import all contacts, invoices, or other data types you choose relative to the selected company. Therefore, we recommend adding the company name to the data source title in the Advanced settings, for example, "Fiken Invoices - The Awesome Company" or "Fiken Purchases - Etsy."

add-data-type-fiken-integration.png

Note: If you work with multiple companies and want to import invoices (or other data) for all of them, you will have to add new Fiken data sources and select a different company each time.

  • Go to Data managementData sources > + New data source.
  • Select Fiken from the integration list. You will be asked to log in to your Fiken account to continue connecting to Plecto. Click "Next" to continue.
connect-fiken-integration.png
  • Log in to Fiken.
  • Click "Godkjenn" (Authorize) to allow Plecto to access your Fiken account. Plecto will only gain read access to your Fiken data.
authorize-fiken-integration.png
  • Now choose the data types you want to import to Plecto. For each data type you import, Plecto will create one data source and place it under Data management > Data sources.
data-types-fiken-integration.png
  • Select a company and toggle the Advanced settings to adjust the data source title.
add-data-type-fiken-integration.png
  • Click "Next" to continue and import your Fiken data.

You have now connected your Fiken data to Plecto. Find the list of your data sources in Data management > Data sources, or go to KPI management > Formulas to start building your KPIs.

Do you want to import more data? Learn how to run a manual data import and get all your historical data into Plecto.

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