Configure External Accounting System Integration
Organization administrators need to establish a secure, verified connection between the app and their organization's accounting system. The setup wizard should walk through selecting the integration type (Xledger, Dynamics, or other REST API), entering API credentials, validating the connection, and confirming the integration is live. The wizard must support the specific authentication flows required by each accounting platform and validate credentials before saving.
User Story
Acceptance Criteria
- Given I am an org admin navigating to Settings, When I select 'External Integrations', Then I see a dashboard listing available integration types and their current status (not configured, active, error)
- Given I click 'Add Integration', When the setup wizard opens, Then I can select from supported integration types: Xledger, Dynamics, or Generic REST API
- Given I have selected Xledger as my integration type, When I enter API credentials and click 'Test Connection', Then the system validates the credentials against the Xledger sandbox/production endpoint and shows a success or failure message within 10 seconds
- Given credentials are validated successfully, When I click 'Save Integration', Then the credentials are stored encrypted in the credential vault and the integration status changes to 'Active'
- Given an integration is active, When I navigate to the integration dashboard, Then I see the last sync timestamp, total records synced, and any recent errors
- Given I need to update credentials, When I click 'Edit Credentials', Then I can update the API key or endpoint URL without disrupting existing sync schedules
Business Value
Manual accounting reconciliation costs organizations 3-5 hours per week and introduces data entry errors. Automated integration with Xledger (Blindeforbundet) and Dynamics (HLF) eliminates manual export, reduces accounting errors by an estimated 90%, and ensures expense claims reach accountants same-day rather than end-of-month. This is a contractual requirement for HLF's Dynamics portal coordination and directly enables compliance with financial reporting obligations.
Components
- Integration Configuration Dashboard ui
- Integration Setup Wizard ui
- Credential Management Form ui
- Integration Configuration Service service
- REST API Adapter Registry service
- Organization Integration Repository data
- Integration Credential Vault data
- Integration Edge Functions infrastructure
- Integration Type Registry infrastructure
- Integration Config Validator infrastructure