Connect to Your Accounting System

Connecting your online accounting solution to your cieTrade.net company is simple. 

1) To begin, simply navigate to Settings > Integration and select your accounting system from the drop-down. 2) Click Connect to save your selection.

3) You will be taken to the Departments tab where you can select whether to use Multi Department Accounting.   If you turn on this feature, you can link each department to a different accounting file.   Without this feature selected, you will link your main department to a single accounting company, and all departments will post to that same company.  

4) You will be automatically taken to a login page specific to your accounting system. Use your accounting login credentials to connect the accounts. 

5) If you have multiple companies under the accounting system, make your selection.

NOTE: Any accounting users tied to cieTrade will have to be individually mapped and have their counterparties synced. the GL accounts must also be the same. For more information about connecting multiple accounting companies to one cieTrade account please contact the support team. 

6) Click Connect.

Once your page refreshes, it will take you to the dashboard in cieTrade.net. To check your connection, navigate back to Settings>Integration and Settings>Department to make sure that you are connected to the correct accounting system and company. 

7) If you have enabled Multi Department Accounting, you will need to link each department to the correct accounting company.

If you have additional questions, please contact the Support Team via email to support@cietrade.net.