To connect your Actuals account to your MultiSafepay account:

1. Sign in to your Actuals account .
2. Go to Configuration.
3. Under Payment service provider > MultiSafepay, click Add.
4. In the Configuration name field, rename the configuration, if relevant.
5. In the MultiSafepay API Key field, enter your MultiSafepay site API key, and then click Save.
6. To check the connection, go to Configuration.
7. Under In-use sources, check that the Status of your MultiSafepay configuration is Live.

To grant MultiSafepay permission to access your Exact Online account:

Sign in to your MultiSafepay dashboard .
Go to Reports > Accounting integrations > Exact Online > Configure.  
You are redirected to Exact Online.

• Enter your email address and Exact Online password, and then click Next.  
  A list of required permissions is displayed.
• Grant MultiSafepay access to Exact Online only or Exact Online and future companies.
• Select the checkbox to accept the Exact Online terms and conditions.
  Click Allow.  
• You are redirected to your MultiSafepay dashboard.  

   ✅   You have successfully granted MultiSafepay access permissions.

❗️If you delete or modify information in Exact Online, exports will fail. If you encounter an error, email [email protected]

In the Exact Online code field:

Click the dropdown icon and then select the relevant code, or
Enter the code or name to search for the relevant code.

Once all accounts are linked, click Submit. This is essential for all changes to be saved.

To edit the existing ledger account:

Click the Pencil icon next to the Exact Online code field.
In the Exact Online code field, click the dropdown icon and then select the relevant code.
Click Submit.

To create your own ledger account:

Click +   next to the _Exact Online code field._
In the Exact Online code field, enter your Code and Description**.
Click ✔.

In your dashboard, under Schedule export, toggle the Enabled/Disabled radio button to Enabled.
Click Save**.  
✅   The scheduled export appears below.

Exports start the day after you set the schedule.
You can only have 1 scheduled export queued at a time.
You can view the status of previous exports under Export history. If exports are failing, email [email protected]
Export data for a specified time period once only to avoid duplicate data in Exact.  

To enable/disable exports:

• In your dashboard, under Schedule export, toggle the Enabled/Disabled** radio button as needed.

❗️You must add the data for periods when exports are disabled to Exact Online manually, otherwise it is lost.

Sign in to your Exact Online account.
On the navigation menu > click  sample company Exact online > Master Data.
Under Financial > select Period-data table.
Under Financial years page > click on New >  Create
Create new financial year pop-up screen appears.
Click Close.

❗️You must add the financial year to Exact Online every year. Otherwise, your exports will fail.

Exact Basic / Standard package does not support the MT940 import function. You need at least Exact Advanced.  
Lightspeed users must request Lightspeed to make an adjustment to make sure order numbers appear in the correct fields in Exact Online to successfully match the MultiSafepay MT940.
Exact Online imports and matches MultiSafepay MT940 reports provided that:
- Your accounting package can process MT940 files.

  - The order numbers in the MT940 files also appear in the correct invoice fields in your accounting platform.

  - The customer's name and order amounts that appear in the exported MT940 files match your accounting platform.

• Provide Exact with an additional international bank account number (IBAN). This can be a dummy (placeholder) IBAN.

   - Go to IBAN Calculator – Calculate an IBAN .

   - From the Country list, select The Netherlands.

   - Under Bank Code, enter a bank, e.g. ING Group.

   - In the Account number field, enter any 7 digits.

   - Click Calculate IBAN.  

     A dummy IBAN and BIC code are generated.

• Submit the IBAN to the relevant platform

   Exact Online

   - Sign in and go to Financial > Banking & Cash > Bank accounts > Overview.

   - Click New.

   - Enter your dummy IBAN, and then click Save.  

     You can now register all transactions linked to this IBAN.

Export a MT940 accountant export from your MultiSafepay dashboard.

   - Sign in to your MultiSafepay dashboard .

   - Go to Reports > Accountant export:  

     - From the Date selection list, select a date range.

     - From the Currency list, select the currency.

     - From the Report type list, select MT940.

   - For the Group costs in 1 record toggle, set to:  

     - Yes: Show only the total of all MultiSafepay transaction fees for the selected timeframe.

     - No: List each MultiSafepay fee below the matching transaction.

   - Click Advanced options:

     - In the Bank Account / IBAN field, enter the dummy IBAN.

     - In the BIC field, enter the dummy BIC code.

• Import the MT940 accountant export into Exact Online.

   - Sign in to your Exact Online account.

   - Go to Financial > Banking & Cash > Statements > Import.

   - Click Choose File, and then select the MT940 file you want to upload.

   - Click Import.

Sign in to your Denovit account.
Go to your Dashboard, and then select the Paylink module.
Connect to your Exact account.
Under PSP settings**, enter your MultiSafepay API key and the payment conditions you use in Exact.
Adjust other settings as relevant, e.g. personalize your email template, thank-you page, or notification email to improve customer experience.

 
For each new invoice in Exact, if you:

Email: The customer receives a second email containing a payment link, in addition to the normal email.
Print and process: The customer receives an email containing a payment link.

To add MultiSafepay payment links into Exact invoices, see Denovit – Payment link module .

• CCVshop
• Lightspeed
• Magento
• Shopify
• WooCommerce

1. Go to IBAN Calculator – Calculate an IBAN .
2. From the Country list, select The Netherlands.
3. Under Bank Code, enter a bank, e.g. ING Group.
4. In the Account number field, enter any 7 digits.
5. Click Calculate IBAN.
   A dummy IBAN and BIC code are generated.

1. Sign in to your Twinfield account.
2. From the menu, select Cash & Banks, and then select Cash & Banks again.
3. In the Code line, enter an identifier (e.g. MSPAY), and then click Next.
4. Fill the following fields:

• Account name
• Account number
• BIC
• General ledger account
• IBAN

7. In Cash & Banks, select Drag and drop bank statements or Browse.
8. Upload the MultiSafepay MT940 file.

1. Sign in to your Yuki domain ending in @yukiworks.be.
2. Go to Yuki Postbus > Submit.
3. Click Upload, and select the relevant MT940 file, or choose one of the other upload methods.

For more information, see Yuki - Upload files from PO box .

1. Go to Bank transactions to be processed > (New) Processing rule.
2. Create a new rule.

For more information, see Yuki - Create bank processing rule .

To connect Duopact with your MultiSafepay account, see Duopact – Contact .

Provide Duopact with your MultiSafepay site API key. They will set up a Yuki account for you.

1. Sign in to your Duopact account .
2. If you operate multiple sites, select the relevant site from the top-left menu.
3. Go to Bankmutaties > MultiSafepay.
4. Click the green button under the Status tab.

📘 Note: Manually importing transactions doesn't affect automatic imports.