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User guide
  1. 01Getting started
  2. 02The company's ERP
  3. 03Financing, on the company side
  4. 04The deal desk, on the bank side
  5. 05Collateral and third-party custody
  6. 06Platform administration
  7. 07Annex
  8. 08The company workspace and module access
  9. 09Tenders, favorites and alerts
  10. 10Track commercial activity in CRM
  11. 11Prepare a bid and execute the contract
  12. 12Bonds and Banking Connect
  13. 13Prepare a Collateral dossier
  14. 14Human resources and team capacity
  15. 15Subscription, entitlements and Founders programme
  16. 16Assistance, notifications and tracking
  17. 17Data & integrations
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User guide

Data & integrations

The ERP → Données et intégrations (Data & integrations) group (/integrations) brings together exports of your data, connectors to other software, the applications and AI assistants authorized on your workspace, and webhooks. Every access follows your permissions: what you cannot see in the application cannot be exported either.

17.1 Export a list or a dataset

  1. From a list (customers, invoices, receipts, suppliers, journal entries…), click Exporter (Export). The Périmètre (Scope) reflects the list's filters and covers all matching rows, not only the displayed page.
  2. Choose the Format, then Lancer l'export (Start export). When the file is ready, click Télécharger (Download).
  3. For a custom file, open Nouvel export (New export) and follow the steps Jeu de données (Dataset), Colonnes (Columns), Filtres (Filters), Format and Aperçu et lancement (Preview and start).
  4. Track your files in Mes exports (My exports): En file (Queued), En cours (Running), Prêt (Ready), Échec (Failed), Annulé (Cancelled) or Expiré (Expired). Annuler l'export (Cancel export) stops a queued or running export; Relancer (Retry) restarts a failed or cancelled export.

Depending on the dataset, the formats are CSV, Excel (XLSX), JSON, JSON Lines, XML, ZIP and PDF (a table limited to 5,000 rows). The FEC is offered only to workspaces kept under the French accounting regime. An export that exceeds the limits stops as Échec (Failed): narrow the filters, then run it again.

17.2 Templates and scheduled exports

At the preview step, Enregistrer comme modèle (Save as template) saves the dataset, columns, filters and format. In Modèles d'export (Export templates), set the Visibilité (Visibility) to Moi seulement (Only me), Tout l'espace (Whole workspace) or Certains rôles (Some roles).

  1. In Exports planifiés (Scheduled exports), click Nouvelle planification (New schedule) and choose the Modèle (Template) to rerun.
  2. Set the Fréquence (Frequency) to Chaque jour (Every day), Chaque semaine (Every week) or Chaque mois (Every month), then the Heure (Time) and the Fuseau horaire (Time zone). The Jour du mois (Day of the month) ranges from the 1st to the 28th, so that the date exists in every month.
  3. Choose the Livraison (Delivery): Téléchargement (Download) or Dépôt SFTP (SFTP drop) to a connection configured by the administrator.
  4. If needed, tick N'exporter que ce qui a changé depuis l'exécution précédente (export only what has changed since the previous run). A row may then appear in two successive files: deduplicate on its identifier.

Mettre en pause (Pause) suspends the schedule; Reprendre (Resume) restarts it. A schedule that fails for a lasting reason, for example withdrawn permissions, automatically switches to the Désactivée (Disabled) state and its author is notified; once the cause is fixed, Reprendre reactivates it.

17.3 Feed an accounting package

  1. Open Connecteurs (Connectors) and read the maturity badge of each software package in the Catalogue (Disponible (Available), Bêta (Beta), Configuration requise (Setup required), Non pris en charge (Not supported)…). Odoo is in beta; Sage 100, EBP, QuickBooks Online and Pennylane receive a journal entry file to import, without native integration.
  2. The administrator chooses Nouvelle connexion (New connection), fills in the settings, then Tester la connexion (Test the connection). A connection becomes active only after a successful test, which must be repeated after any change.
  3. In Correspondances (Mappings), match your codes (accounts, taxes…) to those of the remote software.
  4. With Synchroniser (Synchronise), choose the dataset; for a first run, tick Simulation : vérifier sans rien envoyer (dry run: check without sending anything), then Lancer (Start).
  5. In Historique des synchronisations (Sync history), open the details: the Éléments rejetés (Rejected items) give the Motif (reason), for example "Compte sans correspondance" (account without a mapping). Correct the data or the mapping, then run again.

17.4 Authorize an application or an AI assistant

  1. Identifiants API (API credentials): Nouvelle application (New application) creates access for one of your company's software applications. The secret is displayed only once: copy it into a vault before closing. Renouveler le secret (Renew the secret) invalidates the old one; Révoquer l'application (Revoke the application) withdraws all its access.
  2. Applications connectées (Connected apps): the administrator grants machine access to a third-party application with Autoriser une application (Authorise an application), entering the public identifier provided by the vendor and the permissions granted. Révoquer (Revoke) immediately refuses its subsequent calls.
  3. When an application redirects you to Tauraco to act on your behalf, the Autorisation d'accès (Access authorization) screen opens: check the application's name, its status (Application vérifiée (Verified application) or Non vérifiée (Unverified)) and the redirect address. Choose the Espace autorisé (Authorized workspace), untick the unnecessary Permissions accordées (Granted permissions), then Autoriser (Authorize) or Refuser (Deny).
  4. IA et MCP (AI & MCP): copy the Adresse du serveur MCP (MCP server address) and add it as a custom connector in your assistant; it sends you back to Tauraco to choose the workspace and permissions. The assistant reads your data; beyond reading, it can only request an export. Remove an access in Accès accordés à des assistants (Access granted to assistants).
  5. Webhooks: Nouveau webhook (New webhook), an https receiving address and the desired Événements (Events), for example invoice paid, payment recorded or export completed. The signing secret is displayed only once. Envoyer un test (Send a test) checks reception; in Livraisons (Deliveries), Rejouer (Replay) resends an abandoned delivery.

The technical team carrying out the integration will find the details in the developer documentation, https://docs.tauraco.io/developers/.

17.5 On the financial institution's side

In the Financement (Financing) menu, Clés d'API de l'établissement (Institution API keys) and Webhooks de l'établissement (Institution webhooks) allow the bank's information system to read the files that companies have sent to it and to receive their events, when Tauraco has enabled this service for the institution. Creating them is reserved for a decision-maker. No decision step — offer, decline, disbursement, release — goes through the API: it remains carried out in the bank portal.