This feature requires the PE Accounting Integration to be activated in Boardeaser.
With the PE Accounting Integration, accounting data can be transferred from PE Accounting to Boardeaser with one click. This way you avoid exporting a sie4 file and importing in Boardeaser.
You first need to request the API key and your "Company ID" by emailing email@example.com and asking for these details.
Then log into Boardeaser and go to the Boardroom for the current organization. If you have not activated "PE Accounting 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 PE Accounting and click “Activate”.
Then enter the API key and your Company ID that you received in the email from PE Accounting. Finish by clicking “Activate” again.
When you click "Financials" and "Data Management" in the left menu there is now a blue button called “PE Accoutning”. If you click on it, the accounting data will be downloaded to Boardeaser. This is equivalent to uploading a sie4 file to Boardeaser with the corresponding data.
If you click on the arrow to the right of "PEAccounting", 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, there is also the option to 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?