Syncing Your Accounting Data With Campfire

Overview

Slash integrates with Campfire, meaning finance teams can review, code, and sync Slash activity into Campfire right from the Slash dashboard. As a result, you don’t have to copy and paste data from one system to the other.

After the connection is set up, Slash can use the accounting records that come from Campfire to help categorize transactions and prepare reviewed activity for sync.

Before you begin, you’ll need:

• An active Campfire account
• Admin or Owner permissions in Slash
• Permission to authorize integrations in Campfire
• Your chart of accounts (CoA) and any dimensions your finance team uses, such as departments, locations, and projects configured within Campfire

How to connect Campfire to Slash

Step 1: Open Accounting

From the Slash dashboard, open the Accounting tab. If this is the first time you're setting up an accounting integration, choose Campfire when prompted to select your accounting platform. If you've already integrated with another tool in the past, you'll have to disconnect from it first.

Step 2: Authorize the connection

Sign in to your Campfire account to start the connection flow. When prompted, authorize Slash to access the accounting data needed for categorization, mapping, and sync.

Step 3: Review mappings and sync settings

Before moving forward, confirm that your Slash accounts and accounting fields map to the correct Campfire records before syncing your transactions. If you manage multiple entities, make sure each entity is connected to the right company or accounting structure within Campfire before going forwards.

How to sync transactions

Open the Accounting tab again from the sidebar, review transactions in the "In Review" tab, assign the required accounting fields, then move those transactions to "Ready to Sync".

From Ready to Sync, you can use the sync action to send your recently reviewed transactions to Campfire. The transactions that sync successfully will move over to the Synced tab. If a sync fails, open the error details, correct any missing or inactive accounting values, and retry.

What data can be synced?

The fields you’ll have available will depend on your Slash account, your Campfire setup, and the dimensions your business uses. Some commonly synced details can include:

• Transaction amount
• Date
• Merchant or vendor
• Account codes
• Dimensions
• Cardholder details
• Memo information
• Receipts/supporting documents

Best practices

• Doublecheck your chart of accounts and dimensions within Campfire before syncing everything.
• Confirm your mappings before syncing historical or high-volume transaction data.
• Review all categorized transactions before syncing them to Campfire.
• Refresh or re-sync accounting data in Slash after making any major changes within Campfire.

Need more help?

If you’re having trouble integrating with Campfire, you're missing certain accounting fields you expected to see, or you’re running into any other sync errors, feel free to contact Slash support through the in-app chat.