Bring in your actuals - Kompass

This is done once. After it, actuals arrive on a schedule without anyone exporting anything.

What you can connect today

Status	Providers
Available now	Odoo Accounting · Xero · QuickBooks Online · Zoho Books
Coming soon	Sage · NetSuite. Use Request notification on the card.
Manual	Upload CSV, at the foot of the Integrations page.

Steps

Open Integrations. Find your provider under Accounting Software, or use Search providers.
Click Connect. For a second company or branch on the same provider, click Add another connection.
Fill in the details and click Connect.

Field	What to enter
Display name	How this connection appears in Kompass, such as the branch or company name.
Labels	Optional tags to group connections, for example `nairobi, production`.
Tenant / organisation ID	Which organisation in your accounting system to read. Your provider supplies it.
Access and refresh tokens	The OAuth2 tokens from your provider. The refresh token keeps the connection alive.
Sync schedule	How often Kompass pulls data. Every day, before your team starts work, is usual.

One connection per organisation. If your ledger holds several companies or branches as separate organisations, add a connection for each. They consolidate in Kompass afterwards.

Connections appear beneath the provider card with a status dot, so you can see which are live.

Uploading a CSV instead

Upload CSV opens Settings › Data & imports. A file goes into a connection, so the connection has to exist first. If your system has no connector, ask us to set one up, then upload into it.