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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 invoices, bank transactions, or for Accountants, set up full synchronization of accounting entries via the Espace Qontable API.

☝️ Qonto is an Authorized Platform (PA): this notably allows you to automatically retrieve purchase invoices within the platform, without having to download them manually.

☝️ If you are an Accountant, you must have Accountant access to access your clients' files via Espace Qontable. 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 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 reconciled with bank transactions.

Activating automatic integration

This integration is available starting from the Qonto Smart plan.

  • If you are a Qonto client, log in to 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 in to the relevant Qonto client file via your Espace Qontable and go to 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 on Export at the top right
    3. Choose the desired period and download the file
  • Accountant (via Espace Qontable):
    1. Select the desired client file from the list on the left
    2. Click on 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 into Qonto, 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 menu Tools > Integrations as for invoices (see previous section).

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

Manual export of transactions

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

Automatic sending of Qonto transactions via EBICS/JeDeclare integration

An EBICS/JeDeclare integration is available for automatic sending of bank transactions to Sage GE. This integration does not allow transmitting attachments. For configuration, see: How do I connect Qonto to my accounting or treasury software via EBICS?

 

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 Espace Qontable 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 Espace Qontable

  1. Log in to your Espace Qontable and go to the Integrations menu
  2. Click the Start button at the bottom of the integrations page
  3. For full API configuration and operation, see the dedicated article: How do APIs work to synchronize my accounting entries with Qonto?

Once the connection is established:

  • The accounting reference data for each file (chart of accounts, subsidiary accounts, journal codes) is automatically retrieved from Cegid Loop to your Espace Qontable
  • 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 in Espace Qontable

Manual export of entries to Cegid Loop

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.

For more information, see: How can I manually export my accounting entries from Espace Qontable?

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