The Castaway integrations function allows you to quickly and accurately pull account details and balances from various external sources across into Castaway. We have integrations with:
- Quickbooks Online
- Sage 50 (UK version)
- Sage Business Cloud Accounting
When using the Castaway integration function, we always recommend using a mapping file.
A Mapping File (*.pxim file extension) records how the accounts/nominals/records from your external source maps across to the Castaway chart of accounts.
Mapping Files are completely separate from your forecast file They need to be created BEFORE you connect to any specific external source.
Once you create and saved it, next time you use integration for that forecast file, you can select that mapping file by clicking on Open mapping File in external sources screen.
Remember! the golden rule of using integration function is to use one mapping file for each Forecast file.
A note. You don't need to use a mapping file ... but you probably should!
Note that Castaway does not force you to use a mapping file. It is possible to map and import the chart of account and values from your external source into Castaway without using a mapping file. However please note that you will not be able to save the mapping work your did. This might be fine for a one-off exercise. But if you intend importing data from the same source multiple time (eg when updating monthly figures), there won't be any saved record of linkage or connection between Castaway accounts and excel, Xero and MYOB accounts and you have to redo the mapping next time you using integration.