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How to integrate K3 Imagine with Plecto

  1. Go to Data management > Data sources+ New data source > K3 Imagine.

  2. (Optional) Rename your credentials.

  3. Enter your K3 Imagine username and password. It's the same you use to log in to your K3 Imagine account.

  4. Enter the Integration ID. You can find the integration (also called extension) in the Platform Admin menu. Contact your K3 representative in case you need help.

  5. Click Next.

  6. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  7. Click Next to choose how much data to import and how long you want to keep it in the data source.

  8. Click Import to finish.

Available data

Currently, you can import the following data from your K3 Imagine account to Plecto:

  • Transaction Lines