Overview

This guide explains how to connect and disconnect integrations in ALK at the workspace level. You need Workspace Admin access or higher to manage integrations. Currently, the available integrations are Mono, One Drive, Sharepoint, Google Drive and Acumatica.

Before You Start

• You must be a Workspace Admin or Entity Owner to connect or disconnect integrations
• Have your integration credentials ready before starting
• For Acumatica specifically, complete the OAuth app registration first — see Getting Started With Acumatica

Connecting an Integration

1. Navigate to the top right on the ALK home page, select your profile then select knowledge.

   

2. Once on the knowledge page, click Integrations.

   

3. Select your integration. You will see the available integrations.

   Currently available:

   • Mono for connecting bank accounts for reconciliation
   • Acumatica for connecting your GL and running connected reconciliations
   • Sharepoint for connecting to your sharepoint account.
   • One Drive for connecting to your one drive account.
   • Google Drive for connecting your google drive account.

   Click Connect on the integration you want to set up.

   

4. Enter your credentials. Each integration has its own credential requirements:

   • Mono: follow the on-screen prompts to authenticate your bank accounts, ensure to grant ALK necessary access.

   

   

   • Acumatica: enter the following:

     • Client ID
     • Client Secret
     • Base URL
     • Tenant Type (Test or Company)
     • Click Continue to complete the connection.

     To get the necessary credentials, see How To Connect Acumatica

     

   • Microsoft Sharepoint: follow the on-screen authentication prompt and fill in your credentials.

   • Microsoft OneDrive: follow the on-screen authentication prompt and fill in your credentials.

   • Google Drive: follow the on-screen authentication prompt and fill in your credentials.

Disconnecting an Integration

To disconnect an integration, open Integrations, find the connected integration, and click Disconnect. This will remove the connection immediately. Any workflows relying on that integration will need to use manual file upload until reconnected.

Important Notes

• Only Workspace Admins and Entity Owners can connect or disconnect integrations — Workspace Members cannot manage integrations.
• If your Acumatica client secret expires, you will need to generate a new one in Acumatica and reconnect. Select a long expiry time when generating secrets to avoid frequent reconnections.

Related Articles

• How to Connect Acumatica to ALK