Skip to main content

How to connect an external accounting software (via Chift)?

Smovin can connect to an owner's accounting software (e.g. Sage BOB 50, Winbooks) through our partner Chift. Once the connection is set up, your data can be sent to that software.

Written by Pauline Marchand

Steps

  1. In the left-hand menu, click Settings, then the Accounting tab.

  2. Select the owner for which you want to connect an accounting software.

  3. Choose the accounting software from the list offered (e.g. Sage BOB 50, Winbooks Classic).

  4. You are redirected to the Chift portal, where you enter the connection details. These fields vary depending on the software chosen.

  5. After saving, download the installer offered (you can also receive it by email, which is handy for forwarding it to someone else).

  6. The installer must be deployed on the server by your administrator (the Chift module is installed on the server side).

  7. Back in Smovin, complete the mapping to finalize the connection.

💡 The detailed per-software configuration and the server installation are technical steps. For help with this setup, contact the Smovin team.

Did this answer your question?