Skip to main content

Managing integrations

CloseCore connects to your ERP, your cloud file storage, and your messaging tools. This page covers how administrators manage those connections; step-by-step setup for each system lives in the Integrations section.

Manage all connections on Admin → Integrations. The page has two tabs: Connections for ERP and storage credentials, and Microsoft admin consent for IT-level Microsoft approval.

ERP connections​

CloseCore supports self-service connections for many ERPs and guided connections for others. You can connect multiple ERPs to one CloseCore instance.

ERP credentials are organization-level — you add them once here, then map each credential to one or more subsidiaries under Admin → Subsidiaries. Detailed setup instructions for each system are in ERP integrations.

A subsidiary without an ERP connection can use a Trial Balance Upload instead. Click Add ERP connection, choose Trial Balance Upload, then choose the subsidiary. Each Trial Balance Upload connection belongs to one subsidiary. See Trial balance import.

On the Connections tab, each ERP card shows:

  • Status (Connected, Setup required, Update required, Archived, or Error)
  • Subsidiary count linked to that credential
  • Buttons to import subsidiaries or view existing mappings
  • For Trial Balance Upload connections: the subsidiary it belongs to and a Manage configuration button for changing how its trial balance files are read
  • For Business Central connections that show Setup required: a Select environment button. See Business Central.
  • For write-capable ERPs (e.g. QuickBooks, NetSuite): a Configure button for posting settings and, for NetSuite, RESTlet version management

Cloud storage​

CloseCore integrates with OneDrive, Google Drive, Dropbox, and Box. You'll connect storage during initial setup, and you can connect multiple accounts.

  • Connect with any account that has edit access to the folders CloseCore will manage. Many teams use a dedicated account with access only to the necessary folders (for example, closecore@yourdomain.com).
  • Microsoft (OneDrive) connections may also require IT admin consent — see the Microsoft admin consent section below and the SharePoint & OneDrive guide.
warning

Never directly delete or rename any of the CloseCore folders in your cloud storage, from the root folder down to the monthly recurring folders. Doing so breaks CloseCore's integration with those folders. Manage folders from CloseCore instead (see Folder structure & recurring folders).

Reconnecting after a disconnect​

If a storage connection drops — for example, because the connected account is removed or an admin revokes access — go to Admin → Integrations → Connections, find the affected storage card, and click Reconnect. This re-runs the OAuth flow for that provider.

Access management​

All files and folders shown in CloseCore live in your storage system. Except for restricted folders, CloseCore does not manage file access. You're responsible for that in your cloud storage.

Spreadsheets​

CloseCore reads reconciliation balance tags from both Excel and Google Sheets with no extra configuration.

Archiving or deleting a connection​

Use Archive when you no longer want CloseCore to use a connection but need to preserve its mappings or history. Archiving permanently removes the stored credentials and marks the connection Archived. CloseCore keeps non-secret details, such as the provider and account name, so administrators can identify it later.

CloseCore disables Archive while the connection is still in active use:

  • For an ERP connection, every mapped subsidiary must be Inactive or Disabled. An active subsidiary prevents archival.
  • For a storage connection, every subsidiary assigned to its workflows must be Inactive or Disabled. Those historical mappings can remain, but an active subsidiary prevents archival.

Archived connections are hidden by default. Select Show archived connections on the Connections tab to view them. To use an archived connection again, select Reconnect and enter or authorize fresh credentials. Reconnecting restores the same connection record, so subsidiary and workflow mappings that still reference it remain attached.

warning

Credentials removed by archiving cannot be recovered. You must reconnect the provider to use the connection again. Archiving requires typing Archive connection in the confirmation dialog.

Delete permanently is available only when no preserved records reference the connection:

  • For an ERP connection, every subsidiary using it must be deleted, including inactive or disabled subsidiaries. Saved reports, report templates, transaction queries, or monitor rules can also prevent deletion.
  • For a storage connection, every workflow using it must be deleted. An empty workflow still prevents permanent deletion, but it does not prevent archiving.

Permanent deletion does not delete subsidiaries or workflows for you. It removes the connection record and its cached lookup data, and it cannot be undone. The confirmation dialog requires typing Delete connection.

OneDrive, Business Central, and other Microsoft integrations require tenant-wide admin consent from an Entra (Azure AD) administrator. This is a one-time step per Microsoft tenant, separate from the user who connects the account afterward. Business Central also needs setup inside Business Central; the Setup guide link on its consent card opens the Business Central guide.

Go to Admin → Integrations → Microsoft admin consent to:

  • Record consent for each CloseCore application (grant admin consent via Microsoft's OAuth flow)
  • Re-grant consent after permission scopes change or a previous consent expires
  • Manage multiple Microsoft tenants if your organization has more than one

For Microsoft Teams, approval works differently: the CloseCore Teams app is added through the Teams admin center (not this Entra consent flow). An IT admin allows the app in Teams admin center under Teams apps → Manage apps, then members can add it from Apps in Teams to receive close notifications.

See Microsoft Teams for the full setup guide.

Messaging (Slack, Teams, Zoom)​

Messaging integrations deliver notifications to your team's chat platform (by default, notifications go to email). See Slack, Microsoft Teams, and Zoom for setup details.