Integrations

Kraal connects to external systems to bring data into your clients' accounting instances. All integrations are managed through Settings > Integrations or from the Accounting > Integrations view within a client workspace.

Available Integrations

Plaid — Bank Feeds

Connect client bank accounts via Plaid for automatic, recurring bank transaction imports.

What it does:

• Pulls bank transactions automatically on a recurring schedule (approximately every 15 minutes).
• Supports 12,000+ financial institutions.
• Supports multiple bank accounts per client.
• Transactions appear in the Banking view for review and reconciliation.

Setup:

1. Select the client in Kraal.
2. Go to Integrations and click Connect Bank Account.
3. Follow the Plaid connection flow to authenticate with the bank.
4. Select which accounts to link.
5. Transactions begin syncing automatically.

Notes:

• Banks may require periodic re-authentication. You'll see a prompt to reconnect when this happens.
• View sync history in the integration detail page.

---

QuickBooks Online — Migration & Sync

Migrate clients from QuickBooks Online into ERPNext, or run both systems in parallel during a transition.

What syncs:

• Chart of accounts
• Customers and vendors
• Items and services
• Sales invoices and purchase invoices (bills)
• Payments received and payments made
• Journal entries

Setup:

1. Go to Integrations and click Connect QuickBooks.
2. Authorize the connection with your QuickBooks credentials.
3. Choose your sync mode (migration or parallel-run).
4. Run the sync to begin importing data.
5. Monitor progress in the Sync History view.
6. Review imported entities and resolve any mapping issues.

Migration vs. parallel-run:

• Migration — Full one-time import from QuickBooks into ERPNext. Once complete, the client works entirely in Kraal/ERPNext.
• Parallel-run — Keep both systems in sync during a transition period. Both QuickBooks and ERPNext stay up to date until you're ready to cut over.

Sync history: Each sync operation is logged with status, entity counts, and any errors. Access sync history from the integration detail page to review past operations and troubleshoot issues.

---

ERPNext — Accounting Engine

Each client gets a dedicated ERPNext instance, automatically provisioned when you create the client in Kraal. ERPNext handles double-entry accounting underneath Kraal's simplified interface.

What Kraal manages in ERPNext:

• Chart of accounts
• Invoices, bills, payments, and journal entries
• Bank transactions and reconciliation entries
• Financial reports (P&L, balance sheet, cash flow, AR/AP aging, GL)
• Inventory (items, stock, warehouses, orders)

Setup: ERPNext is provisioned automatically — no manual setup is required. You can test the connection and sync the chart of accounts in Settings > Clients.

Auditability:

• Kraal can surface ERP-originated accounting activity in the client's Audit Center.
• This helps reviewers distinguish between work initiated in Kraal and changes that originated in ERPNext.
• Use Audit Center when you need a client-wide history of approvals, task outcomes, and ERP document activity.

---

Shopify — E-commerce

Connect your clients' Shopify stores to sync e-commerce data with their accounting system.

What syncs:

• Orders (sales orders and fulfillment status)
• Products and variants
• Inventory levels across locations
• Customer records

Setup:

1. Go to Integrations and click Connect Shopify.
2. Follow the authorization flow to link the Shopify store.
3. Configure which data types to sync.
4. Kraal begins importing orders, products, and inventory on a recurring schedule.

Disconnecting: To disconnect, go to the integration detail page and click Disconnect. Existing synced data remains in your accounting system.

---

Amazon — E-commerce

Connect your clients' Amazon seller accounts to sync marketplace data with their accounting system.

What syncs:

• Orders and settlements
• Product catalog
• Inventory quantities
• Fee and commission data

Setup:

1. Go to Integrations and click Connect Amazon.
2. Follow the authorization flow to link the Amazon seller account.
3. Configure sync preferences.
4. Kraal begins importing order and inventory data on a recurring schedule.

Disconnecting: To disconnect, go to the integration detail page and click Disconnect. Existing synced data remains in your accounting system.

---

Integration Detail View

Each connected integration has a detail page accessible from the integrations list. The detail page shows:

• Connection status — Whether the integration is active, needs re-authentication, or has errors.
• Sync history — Log of all sync operations with timestamps, entity counts, and status.
• Configuration — Settings specific to the integration (sync frequency, entity types, mapping rules).
• Actions — Trigger a manual sync, disconnect, or reconfigure the integration.

E-commerce Integrations View

For clients with Shopify or Amazon connections, the E-commerce Integrations view provides a unified dashboard showing:

• Connected stores and their sync status
• Recent order imports
• Inventory sync status across platforms
• Revenue summary from connected channels

Troubleshooting Integrations

See the Troubleshooting page for help with:

• Bank feed sync issues
• QuickBooks sync errors
• ERPNext connection problems
• E-commerce integration issues