Set up AccountView

Connect OutSmart to your AccountView account and choose the administration to sync.

Connect OutSmart to AccountView before you configure any import or export options.

The connection uses the AccountView login page.

1

Open Software integrations

Go to Settings → General → Software integrations.

Open AccountView.

Open Settings.

2

Start the login flow

If the integration is not connected yet, the login screen appears.

Click Login.

3

Sign in to AccountView

Sign in with your AccountView credentials.

Then grant OutSmart permission to access your data.

4

Return to OutSmart

After a successful login, OutSmart opens the AccountView settings page again.

5

Choose the administration

In General settings, select the company you want to sync.

This is the AccountView administration OutSmart uses for imports and exports.

6

Configure imports and exports

Choose which data you want to import.

Then choose how OutSmart should export data to AccountView.

7

Save the setup

Click Save.

Your connection and settings are then stored.

Before you save

Check these points first:

• the integration is activated in the License Manager
• the selected administration is the correct one
• your AccountView user has enough access rights
• the import and export options match your process

Frequently asked questions

What happens if I disconnect the integration?

The synchronisation stops.

Existing data in OutSmart stays in place.

No new data syncs until you connect again.

How do I disconnect the integration?

Click the disconnect button with the power icon.

You can find it in the top right of the log panel.

How do I know the connection is working?

After login, the settings page loads normally.

The log panel on the right shows recent sync activity.

I get an error while logging in. What should I do?

Check whether your AccountView account has enough rights.

If the problem stays, contact OutSmart support.

Related topics

• AccountView
• What is AccountView?
• Configure AccountView imports