Configure Accounting System Integration Credentials

Organizations connect to different accounting backends (Xledger for Blindeforbundet, Dynamics portal for HLF). Coordinators with admin rights use the integration configuration dashboard to enter API credentials, select the integration type, define field mappings between app fields and accounting fields, and verify the connection with a test call. Credentials are stored encrypted in the accounting-credentials-vault. The setup wizard walks through credential entry, field mapping, schedule configuration, and a live connection test before saving.

CRITICAL story-accounting-system-export-and-integration-organization-admin-003 8 pts

Story Points

Critical

Priority

Accounting System Export and Integration

Feature

User Story

As a Organization Administrator

I want to securely configure and test the connection between the app and our organization's accounting system

So that exported claims reach the correct Xledger or Dynamics environment without manual IT involvement for each export

Acceptance Criteria

Given a coordinator opens the integration setup wizard, when they select an integration type (Xledger or Dynamics), then the wizard presents the appropriate credential fields for that system
Given credentials are entered, when the coordinator taps Test Connection, then the system performs a lightweight authenticated call to the accounting system and reports success or failure with a human-readable message
Given a successful test, when the coordinator saves the configuration, then credentials are encrypted and stored in the accounting-credentials-vault and are never displayed in plaintext again
Given an existing integration is configured, when a coordinator opens the integration dashboard, then they see connection status, last successful sync, and options to edit field mappings or rotate credentials
Given invalid credentials are saved and an export is triggered, when the export fails due to authentication, then the coordinator is directed to the credential management form with an explanatory error

Business Value

Without a self-service credential configuration flow, every integration setup requires developer intervention, creating bottlenecks and support overhead. Empowering coordinators to configure and validate their own connections reduces onboarding time from days to minutes and eliminates the security risk of credentials being shared over email or chat.

Components

Integration Configuration Dashboard ui
Integration Setup Wizard ui
Field Mapping Editor ui
Credential Management Form ui
Sync Schedule Configuration ui
Integration Configuration Service service
REST API Adapter Registry service
Field Mapping Resolver service
Organization Integration Repository data
Integration Credential Vault data
Integration Type Registry infrastructure
Integration Config Validator infrastructure
Accounting Credentials Vault infrastructure

Accounting System Export and Integration

Related Feature

Organization Administrator

User Role