Connect my Sellsy account

Welcome to the Sellsy integration guide with Fincome. This document guides you step by step to connect your Sellsy billing data to Fincome and thus analyze your financial KPIs.

Prerequisites

Before starting, make sure that:

• You are the administrator of your Sellsy account

• You have an active API access (or an OAuth connection if enabled)

• You are connected to your Fincome account

• You have access to the Clients, Products, Invoices, Credit Notes modules in Sellsy

Introduction to the integration

The Sellsy integration allows automatic synchronization of the following entities:

• Clients (companies)

• Products & Prices

• Invoices

• Credit notes

Fincome transforms this data to produce useful financial indicators, even in the absence of subscriptions:

• Monthly net revenue

• Discount analysis

• Excl. VAT / Incl. VAT comparison

• Tracking of multi-currency payments

• Customer billing cohorts

Integration steps

1. Connect to Sellsy from Fincome

1. Log in to your Fincome account

2. Go to the Data tab in Settings

3. Click on Connect a new billing system

1. Select Sellsy from the list

2. Follow the OAuth instructions (or enter your API credentials if necessary)

Once access is validated, the initial synchronization starts automatically.

Verify the integration

1. Go to the Sources tab in Fincome

2. Check the status of the last synchronization

3. View the Customers, Revenue, Documents views

4. The data should be present, with your invoices and credit notes