{"id":8744,"date":"2023-11-30T15:19:40","date_gmt":"2023-11-30T14:19:40","guid":{"rendered":"https:\/\/help.cirrus-shield.com\/?post_type=docs&#038;p=8744"},"modified":"2023-11-30T15:19:41","modified_gmt":"2023-11-30T14:19:41","slug":"banking-transactions","status":"publish","type":"docs","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/banking-transactions\/","title":{"rendered":"Banking Transactions"},"content":{"rendered":"\n<p class=\"has-medium-font-size\">By connecting Ponto to Cirrus Shield, you benefit from a banking transaction solution that allows you to link your sales and purchase invoices to your banking transactions.<\/p>\n\n\n\n<p class=\"has-luminous-vivid-amber-color has-text-color has-link-color has-medium-font-size wp-elements-054410a31c293a3f2513dcd46b835a6f\"><strong>1- Sign up for Ponto<\/strong><\/p>\n\n\n\n<p>The Cirrus Shield Connector for Banking Transactions requires the &#8216;client ID&#8217; and &#8216;client secret&#8217; from Ponto. You need to create a Ponto account before proceeding.<\/p>\n\n\n\n<p>Once your Ponto account is created, you will need to retrieve the &#8216;client ID&#8217; and &#8216;client secret&#8217; to configure the Cirrus Shield connector. <\/p>\n\n\n\n<p>To retrieve the &#8216;client ID&#8217; and &#8216;client secret,&#8217; click on Integrations -> the corresponding organization -> credentials, and you can copy the &#8216;client ID&#8217; and &#8216;client secret.&#8217; (See screenshot below).<\/p>\n\n\n\n<p><br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"358\" src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/11\/Picture1.png\" alt=\"\" class=\"wp-image-8739\" srcset=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/11\/Picture1.png 624w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/11\/Picture1-300x172.png 300w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/figure>\n\n\n\n<p class=\"has-luminous-vivid-amber-color has-text-color has-link-color has-medium-font-size wp-elements-40ac08b9253875d8229ec8c34b3f679b\"><strong>2- Connect to Cirrus Shield CRM and configure the Banking Transaction connector.<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access the configuration menu by clicking on your name at the top right.<\/li>\n\n\n\n<li>Then click on &#8216;Extensions&#8217; (on the left) -> New -> Extension SyncBankStatements > Install.<\/li>\n\n\n\n<li>Afterward, click on &#8216;Details&#8217;.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"364\" src=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/11\/Picture2.png\" alt=\"\" class=\"wp-image-8741\" srcset=\"https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/11\/Picture2.png 624w, https:\/\/help.cirrus-shield.com\/wp-content\/uploads\/2023\/11\/Picture2-300x175.png 300w\" sizes=\"(max-width: 624px) 100vw, 624px\" \/><\/figure>\n\n\n\n<p>Insert the login information for your Cirrus Shield account, as well as the &#8216;Client ID&#8217; and &#8216;Client Secret&#8217; (obtained earlier) into the corresponding fields.<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":0,"menu_order":3,"comment_status":"open","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"doc_tag":[],"class_list":["post-8744","docs","type-docs","status-publish","hentry"],"comment_count":0,"_links":{"self":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/8744","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/comments?post=8744"}],"version-history":[{"count":1,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/8744\/revisions"}],"predecessor-version":[{"id":8745,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/8744\/revisions\/8745"}],"next":[{"title":"Ressources Gratuites","link":"https:\/\/help.cirrus-shield.com\/docs\/ressources-gratuites\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/6086"}],"prev":[{"title":"Cirrus Shield Basics","link":"https:\/\/help.cirrus-shield.com\/en\/docs\/cirrus-shield-basics\/","href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/docs\/37"}],"wp:attachment":[{"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/media?parent=8744"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.cirrus-shield.com\/en\/wp-json\/wp\/v2\/doc_tag?post=8744"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}