Import balances directly from Horus via the API.
1. API key creation
To connect, a key must be created once. This cannot be done by the user himself. This requires assistance from us, please schedule a meeting at support@caseware.be.
2. Set up coupling (one-time)
Together with our help desk, you should obtain 2 things:
- Refreshtoken
- Company url
Then you can use this data to set up the link:
1. In the dashboard, click on settings and go to office settings
2. Click on login as admin and log in with the password pragmaparam
3. Scroll through to the “General Settings” section and enter both parameters here.
Working method within WinAcc
1. In the dashboard, click on"Horus"
2. If everything is set up correctly you can now choose the desired Horus file in the dropdown and then import the balance
