Connect Dinero so Payfriend can pull history, book entries, and keep documents and postings in sync with the ledger you already run in Dinero.
What syncs
Data | Direction | Note |
Customers, suppliers | In / both | On move-in and ongoing |
Invoices | In | Including history; reminder steps can continue when adopting |
Documents / postings | Payfriend ↔ Dinero | Booking into Dinero |
Bank-related | Via Payfriend bank + Dinero | Reconciliation start applies in Payfriend |
Import windows: Moving into Payfriend.
Before you start
Dinero login with rights to connect integrations
Correct company selected in both Dinero and Payfriend
Understanding that Payfriend is a layer — not a Dinero replacement
How to connect
1. Go to Settings → Integrations
2. Choose Dinero → Connect
3. Approve in Dinero
Sign in, accept access, confirm company.
4. Wait for first sync
Status should show connected. Larger ledgers take longer the first time.
5. Continue setup
Bank, reconciliation start, document sources — see First-time setup.
After connecting
Check that invoices and suppliers are mirrored
For reminders: Dinero history can continue when you adopt reminders
Avoid double manual booking of the same document
Issues and limits
Problem | Fix |
OAuth / login error | Retry; confirm you’re owner/admin in Dinero |
Empty after sync | Wait; reload; contact support with company id |
API limits | Rarely visible to you — support can check logs |
See also
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