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Integrate K3 Imagine with Plecto

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

  2. (Optional) Rename your credentials in the Title field.

  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. (Optional) Click the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

  7. Click Next to finish and import your data.

Available data types

For each data type you import, Plecto will create one data source and list it under Data management > Data sources. Currently, you can import the following data from your K3 Imagine account to Plecto:

  • Transaction Lines