The Coop <–> SimplBooks integration automates the import of Coop bank transactions into SimplBooks. This eliminates the need to download transaction files from the bank and upload them to SimplBooks manually. Once the integration is activated, transactions from the previous day are automatically imported into SimplBooks overnight. Additionally, you can send payment orders directly to the bank, where they need to be confirmed. Activating and using the integration does not incur any additional costs.
To activate the integration, your company must have a bank account with Coop Pank. If this requirement is met, log in to your SimplBooks account, go to Settings -> Integrations and select “Coop Pank” from the list.
Clicking the “Activate” button opens a view where you can verify the bank account and company registration code. Once the information has been checked, click the “Activate” button again.
After this the system will ask you to authenticate yourself using Smart-ID, Mobile-ID or an ID card. The integration can only be activated by the company’s legal representative (board member). This ensures that data from your bank account is accessible only to the correct and authorized users.
After successful verification, the option “Open internet bank” will appear. Here, you can complete the application to activate the integration. Next, you need to wait for an email from the bank containing a link to the Coop Pank portal, where the agreement must be signed. Once this is completed, you will receive a notification about the activation of the agreement. Depending on the activation time, it may take 1–2 days for transactions to start importing into SimplBooks.
Open the purchase invoice you wish to send to the bank for payment and select “Send Payment to the bank” from the Actions menu.
A window will open where you can select which bank the payment should be sent to. In this view, only the banks you have integrated with will be displayed.
After selecting the bank, you can choose the payment date and, if necessary, adjust the amount. By default, the unpaid portion of the invoice is pre-filled as the amount.
Select invoices with the “Unpaid” status in the list. The “Bulk actions” option will appear at the top. Click it and choose “Export selected rows.”
The data export view will open, allowing you to select “Send Payments to the bank” as the next step.
A window will open, allowing you to select the bank where the payment will be sent. Only banks with an active integration will be shown in this view.
After selecting the bank, you can choose the payment date, either the due date listed on the purchase invoice or a date that you select.
Important Sent payments must be confirmed in the bank!You can import transactions from the period before activating the integration by going to Operations -> Payments or Operations -> Receipts. Click the “Import” button and select the bank whose transactions you wish to import. Only the banks with which you have an integration will be displayed in this view.
The next step is selecting the period. You can import transactions up to 90 days old.
If it becomes necessary to remove the integration, two steps need to be followed. First, remove the integration under Integrations in the SimplBooks environment and secondly, terminate the contract with the bank.
If you have any additional questions, write to us at support@simplbooks.ee
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