> For the complete documentation index, see [llms.txt](https://docs.zwapgrid.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zwapgrid.com/client-portal/systems/setup-guides.md). # System Setup Guides Prepare, configure, and test each Accounting System supported by API.1. Each Accounting System has different requirements for test access, vendor applications, credentials, and production approval. These guides describe the parts that differ by system and link back to the shared [System Settings](/client-portal/systems/system-settings.md) workflow. System Settings are the standard setup path for new integrations wherever supported. If a system does not yet expose System Settings, its guide documents the current Zwapgrid-managed process instead. ## Choose a system | System | Connection setup | Recommended test option | Guide | | ----------------- | --------------------------------------------------- | ----------------------------------------- | ----------------------------------------------------------------------------- | | Billy | Current Zwapgrid-managed setup | Dedicated Billy test company | [Billy](/client-portal/systems/setup-guides/billy.md) | | Bjorn Lunden | System Setting | Vendor-provided sandbox | [Bjorn Lunden](/client-portal/systems/setup-guides/bjorn-lunden.md) | | Bokio | System Setting | Test-mode app and test company | [Bokio](/client-portal/systems/setup-guides/bokio.md) | | Business Central | System Setting | Trial or sandbox environment | [Business Central](/client-portal/systems/setup-guides/business-central.md) | | DATEV Online | System Setting | DATEV Sandbox with an eligible dataset | [DATEV Online](/client-portal/systems/setup-guides/datev.md) | | Exact Online | System Setting | Developer account and test administration | [Exact Online](/client-portal/systems/setup-guides/exact-online.md) | | Fortnox | System Setting | Developer sandbox | [Fortnox](/client-portal/systems/setup-guides/fortnox.md) | | Finago Procountor | System Setting | Private test environment | [Procountor](/client-portal/systems/setup-guides/procountor.md) | | QuickBooks Online | System Setting | Intuit sandbox company | [QuickBooks Online](/client-portal/systems/setup-guides/quickbooks-online.md) | | Tripletex | Current Zwapgrid-managed setup | Tripletex API test account | [Tripletex](/client-portal/systems/setup-guides/tripletex.md) | | Visma Dinero | Current Zwapgrid-managed setup | Dedicated Dinero test company | [Visma Dinero](/client-portal/systems/setup-guides/visma-dinero.md) | | Visma e-conomic | Current Zwapgrid-managed setup | Demo agreement | [Visma e-conomic](/client-portal/systems/setup-guides/visma-economic.md) | | Visma Netvisor | System Setting: Zwapgrid-managed Production/Sandbox | Partner test environment | [Visma Netvisor](/client-portal/systems/setup-guides/visma-netvisor.md) | | Visma Spiris | System Setting | Partner sandbox | [Visma Spiris](/client-portal/systems/setup-guides/visma-eaccounting.md) | | Xero | System Setting | Xero demo company | [Xero](/client-portal/systems/setup-guides/xero.md) | | Kleer | Current Zwapgrid-managed setup | Kleer API access arranged with Kleer | [Kleer](/client-portal/systems/setup-guides/kleer.md) | **System Setting** means that you configure the credentials or connection options supported by that system. **Current Zwapgrid-managed setup** means that System Settings are not yet exposed for that system; follow the existing process until a client-managed setup becomes available or Zwapgrid agrees a migration with you. ## Shared testing checklist For every system: 1. Use a test company that contains no real personal or financial data. 2. Configure the minimum permissions needed by your API.1 and Proxy.1 operations. 3. Create a Development Consent and complete the Onboarding Flow. 4. Test every read and write operation your product will use. 5. Record any vendor approval or reauthorisation requirements before production rollout. The endpoint support matrix is maintained separately in [Systems in the grid](/systems-in-the-grid.md). ## Connect from your backend See [Headless Onboarding (Preview)](/onboarding-flow/headless-onboarding.md) for the workflow and per-system authorization, request bodies and recovery. These setup guides remain the starting point for application registration and credentials. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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