Bokio

Create a Bokio test application and configure its Zwapgrid System Setting.

Bokio is a cloud-accounting product for small businesses. Zwapgrid uses a client-managed Bokio application, so publish a System Setting before onboarding a Bokio company.

Item	Details
Client Portal configuration	Required
Test option	Test-mode application and Bokio test company
Vendor documentation	Bokio developer documentation

Create a Bokio test application

1. Sign in to the Bokio Developer Portal.

2. Select Create New Application.

3. Enter a clear application name and description.

4. Register the callback URL provided by the Zwapgrid System Setting.

5. Select Test mode while developing.

6. Store the Client ID and Client Secret securely.

Bokio recommends testing public integrations in a test company. In Bokio, open the company menu and select Create a test company, then add representative data.

Configure Zwapgrid

1. In the Client Portal, open Systems → Bokio → Configure.

2. Create a System Setting for the test application.

3. Enter the Bokio Client ID and Client Secret.

4. Verify that the callback URL matches the Bokio application exactly.

5. Save, review, and publish the setting.

See System Settings for the shared workflow and lifecycle rules.

Test and move to production

1. Create a Development Consent using the published test setting.

2. Connect the Bokio test company through the Onboarding Flow.

3. Test all required API.1 and Proxy.1 operations.

4. Follow Bokio's production-app process when the integration is ready.

5. Create a separate Zwapgrid System Setting for production credentials.

Do not place real financial data in a Bokio test company. Bokio currently describes its API as beta, so review its documentation and changelog before production releases.