This feature requires the Kleer Integration to be activated in Boardeaser.
With Kleer Integration (former PE Accounting), one click can synchronize the financial data from Kleer's accounting software by clicking a button. With this integration, you don't need to export your accounting files from Kleer and then upload them to Boardeaser.
First, you must request the API key and your "Company ID" by contacting Kleer and asking for these details.
Then log into Boardeaser and go to the Boardroom for the current organization. If you have not activated "Kleer Integration", you can do so in the Product Shop by clicking "Activate" for the integration.
Once the extension is activated, click "Administration" and "Integrations" in the left menu. Locate Kleer and click "Activate".
Then, enter the API key and the Company ID you received in the email from Kleer. Finish by clicking "Activate" again.
When you click "Financials" and "Data Management" in the left menu, a blue button called "Kleer" appears. If you click on it, the accounting data will be downloaded to Boardeaser. This is equivalent to uploading a Sie4 file with the corresponding data to Boardeaser.
If you click on the arrow to the right of "Kleer," you can, as usual, upload a sie4 file if necessary, for example, from a previous accounting system. If you have previously activated the Fortnox Integration add-on, you can also import accounting data from Fortnox.
Import accounting data from integrations
To upload accounting data from integrations, follow this guide: How do I upload accounting data from integrations?