Fintera integration

System > Integrations > Fintera (/settings/integrations/fintera). Imports data from a Fintera account into Smart Finance — for anyone migrating, or running both platforms side by side.

Connecting

The strip at the top shows Status, Token and how many Companies are bound. With no connection, "Connect": paste your Fintera API token. Once connected, the "Manage Fintera connection" dialog shows the token as "Stored encrypted" — it's never displayed back to you.

Once connected, the button becomes "Manage connection" — and it's inside that dialog that you'll find the company binding, Update for the token, and Disconnect.

Company binding

Fintera brings the companies, not the accounts. "These companies come from Fintera (via your token). Here you only choose which company registered in Kobana Finance each one sends its data to."

Two gates

Imports stay blocked until both are satisfied:

1. A valid token — "Save a valid Fintera token to enable imports."
2. At least one bound company — "Bind at least one Fintera entity to a Kobana Finance company to enable imports."

What gets imported

Eleven resources, in two groups. Order matters: Movements "depend on the records above".

Base records

Resource	Notes
Categories	Replicated per company; bidirectional categories become a pair (revenue + expense)
Classification centers	Into every bound company
People	Customers and suppliers
Taxes	The workspace catalog. Runs before payables/receivables, whose per-bill taxes resolve against it
Financial accounts	Fintera's bank accounts

Movements

Resource	Depends on
Payables	People + categories + centers
Receivables	People + categories + centers
Transactions	— (imports the chosen period)
Reconciliations	Bills + transactions
Attachments	Bills + transactions
Bank statements	Transactions

note

Bank statements doesn't download an OFX file. The import "Mirrors the Fintera statement import history and links each transaction to its statement" — but the file itself doesn't come: the Fintera API doesn't expose it. You get the structure and the links, not the document.

Reconciliations preserves the n:m. Fintera's link between bills and transactions is mirrored as it stands. See Reconciliation — an imported reconciliation is read-only.

Importing

"Import all" runs all eleven in sequence, respecting the dependency. Each row also has its own "Import", to run a single resource on its own.

Imports run in the background and follow the company bindings. Each row shows the progress and the result — how many created, updated, failed, or "no changes" / "nothing to import".

There is no "Import data" button with a period selector. It's the eleven resources, each with its own, plus "Import all".

Financeiro module token mode

A token restricted to Fintera's Financeiro module doesn't list companies. In that case there's nothing to bind, and the screen tells you: "Available imports apply to the workspace's active companies." Only a subset of the resources is enabled.

Schedules

"Configure automatic runs for imports." With "New schedule", an import starts running on its own at the frequency you pick.

Each row shows the resource, the frequency, the next run and the result of the last one, with the Active or Disabled badge and the Edit, Pause / Resume and Delete actions.

This is what sets Fintera apart from the Maintenance tools: here, scheduling does exist.

Import history

A log of the runs, in four columns: Date, Imports, Result and User — who triggered it.

Disconnecting

Inside "Manage connection". Data already imported stays put.