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How can I integrate Cegid Loop with Qonto?

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Qonto and Cegid Loop offer several integration methods for retrieving your accounting data. Depending on your setup, you can retrieve purchase and sales invoices, bank transactions, or for Accountants, set up a full synchronization of accounting entries via the Qontable Space API.

☝️ If you are an Accountant, you must have an Accountant access to access your clients' files via the Qontable Space. If not, ask your clients to invite you as an Accountant on their account. The Qonto Basic plan does not allow this invitation.

How can I retrieve purchase and sales invoices in Cegid Loop?

The Qonto → Loop integration allows automatic retrieval of all purchase and sales invoices in Cegid Loop, including unpaid invoices and those matched to bank transactions.

Activating automatic integration

This integration is available starting from the Qonto Smart plan.

  • If you are a Qonto client, log into your account and go to the menu Tools > Integrations
  • If you are an Accountant, you can also do this on behalf of your client: log into the relevant Qonto client file via your Qontable Space and access the same menu Tools > Integrations
  1. Select the category Accounting
  2. Search for Cegid Loop and follow the instructions to connect the account

Manual export of invoices

If you prefer a manual export, the procedure varies depending on your role:

  • Qonto Client (regardless of your plan):
    1. Go to the Purchases section (supplier invoices) or Sales (customer invoices)
    2. Click Export at the top right
    3. Choose the desired period and download the file
  • Accountant (via the Qontable Space):
    1. Select the desired file from the list on the left
    2. Click Download invoices (suppliers) or Export customer invoices
    3. Choose the desired period and download the file

☝️ Note: the desired period corresponds to the invoice import date in Qonto and not the invoice date

How can I retrieve bank transactions in Cegid Loop?

The Qonto → Loop integration also allows automatic retrieval of bank transactions and their attachments in Cegid Loop. Activation is done via the same Tools > Integrations menu as for invoices (see previous section).

Manual export of transactions

  • Qonto Business Client (regardless of your plan):
    1. Go to the Transactions section
    2. Click Export transactions at the top right
    3. Choose the export type — you can include supporting documents, downloaded in a separate folder
  • Accountant (via the Qontable Space):
    1. Select the desired file from the list on the left
    2. Click Access my Client Space at the top right
    3. Go to the menu Pro Account > Transactions
    4. Click Export transactions at the top right
    5. Choose the export type — you can include supporting documents, downloaded in a separate folder

How can I set up automatic synchronization of accounting entries?

Full automatic synchronization of accounting entries (purchases, sales, expense reports, bank) and their attachments is available via the Qontable Space API, reserved for Accountants.

Qonto clients subscribed to the Business plan or higher can also access Qonto pre-accounting to generate entry files. For more information, see the article: How do I do my pre-accounting with Qonto?

For Accountants: install the Cegid Loop API from the Qontable Space

  1. Log into your Qontable Space and access the Integrations menu
  2. Then click the Start button at the bottom of the integrations page:

For full API configuration and operation, see the dedicated article: How do APIs work to synchronize my accounting entries with Qonto?

  1. Once the connection is established:
  • The accounting reference of each file (chart of accounts, auxiliary accounts, journal codes) is automatically retrieved from Cegid Loop to your Qontable Space
  • The entries generated by Qonto (purchases, sales, expense reports, bank entries) are synchronized to Cegid Loop upon validation
  • You can modify API settings and connect new files from the Integrations page of the Qontable Space

Manual export of entries to Cegid Loop (for Accountants via Qontable Space or for Clients with Business plan or higher)

If you prefer file export, go to the Ready to export tab in the Accounting menu of the Qonto file and click Export. Select the TRA (.zip) format from the dropdown list.

You can refer to the following article for more information: how to manually export my entries from the Accounting Space