Why connect Cegid Loop with Data Merge Finance?
Prepare the configuration of Cegid Loop with Data Merge Finance in France: prerequisites, accounting framing and Shift documentation.
This connection is for SMEs, trustees and growing structures that use Cegid Loop as software and want to transmit reliable data to their accounting environment in Belgium, France or in a cross-border context.
The most frequent searches around this page focus on specific needs such as Zoho Books + Cegid Loop, Pennylane + Cegid Loop or Odoo + Cegid Loop. Behind these requests, the objective remains the same: to connect invoicing, VAT, third parties and entries without manual retrieving.
- Synchronised data: sales invoices, purchases, credit notes, third parties, VAT, newspapers and useful items according to the selected framing.
- Expected benefits: less double encoding, fewer closing corrections and better continuity between management and accounting.
- Setting up: a few days of framing and validation on your priority cases, then a gradual and controlled production.
The technical documentation below then details the prerequisites, configuration steps and control points to integrate Cegid Loop properly into your Data Merge Finance feed.
Full configuration of Cegid Loop
PREPARATION
1. Generate an API key from your account.
Here's how: https://app.arcade.software/share/VWS4eqYN11QzPXSuRdRo
2. Log in to Loop Hub and link your API key with the partner software and then choose the sharing accounting folder.
Here's how: https://app.arcade.software/share/xDBcC6VmzS1Ls7wbOeuk
CONNECTION
Step 1: Choose a name for your connection.
Step 2: Set if you want to enable the sharing of analytical data.
Step 3: Inform the API key, generate from your account.
Step 4: Inform the secret code of the API key, generate from your account.
Step 5: Click "Connect" to complete the connection.
CONFIGURATION
Step 1: Select the accounting folder to link.
Step 2: Click "Valider" to finalize the configuration.
Do you have any doubts about the configuration of this software?
Contact us to validate the prerequisites, the accounting framing and the points of attention before placing in production in Belgium or France.
