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Prerequisites for the ACD accounting integration

Before connecting Spendesk to ACD, complete these prerequisites in your ACD software so the setup goes smoothly.

For: Account Owners and Controllers on Scale and Premium plans (or with the accounting integration add-on).

Before you start

Prérequis

Détails

Rôle

Propriétaire de compte (Account Owner) ou contrôleur (Controller) dans Spendesk

Plan

Offre « Scale » ou supérieure, ou option d'intégration comptable

Accès à la fonctionnalité

Spendesk doit au préalable vous donner accès à l'intégration ACD. Contactez votre Customer Success Manager ou votre Account Manager

Version ACD

Version 23 ou supérieure

Produit ACD

I-Suite Expert / i-Comptabilité

Configurations compatibles

ACD Compta en installation locale (cabinets comptables) ou plateforme web I-Suite Expert / i-Comptabilité (clients)

🔒 Access: ACD On Demand is not supported. Only i-Suite Expert / i-Comptabilité and ACD Compta on-premise work with this integration.

👥 Roles: Only Account Owners and Controllers can set up or switch the accounting integration in Spendesk.

Step 1: Retrieve your i-Suite Expert URL and connection reference

  1. Start the DIA software.

  2. Navigate to Administration > i-Suite Expert tool > Configure i-Suite Expert parameters.

  3. Copy the public URL of i-Suite Expert (also called the Suite Expert URL).

  4. Copy the connection reference (CNX). This is the text before the "/" in the login field. The default value is "CNX".

Step 2: Check if analytical accounting is enabled

  1. Open the Comptabilité Expert tool.

  2. Access your accounting file.

  3. Click the Editions tab.

  4. Check if the analytical split is enabled.

Step 3: Check if due dates need to be managed

  1. Open the Comptabilité Expert tool.

  2. Access the accounting folder.

  3. Click the Files tab.

  4. Check under Journals / entries whether the schedule (due dates) is configured.

Step 4: Configure folder sharing with ACD

  1. Open the Comptabilité Expert tool.

  2. Access the i-Suite Expert menu.

  3. Select Sharing setting of i-Suite Expert folders.

  4. Tick all boxes required to enable sharing with ACD (fields marked in red are required).

  5. Select the journals in which accounting entries should be created via API.

Expected results

Once you complete these steps, you have all the information needed to connect Spendesk to ACD: your Suite Expert URL, your connection reference (CNX), and confirmation of your analytical accounting and due date settings.

💡 Tip: Write down your Suite Expert URL and connection reference before starting the connection flow in Spendesk. You will need to enter them directly into the setup form.

Troubleshooting

Symptom: ACD does not appear in the Switch Integration dropdown in Spendesk.

Cause: Spendesk has not yet granted access to the ACD integration for your account.

Resolution: Contact your Customer Success Manager or Account Manager to request access.

Symptom: You cannot find a custom connection reference (CNX) in ACD.

Cause: Most ACD accounts use the default connection reference.

Resolution: Enter "CNX" as the connection reference. This is the correct value for the vast majority of ACD accounts.

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