How to Connect to KashFlow

This guide will help you connect your KashFlow account to Apideck's Unified API. KashFlow is a UK-based cloud accounting software designed for small businesses, offering comprehensive financial management features. Through KashFlow's SOAP API, you can programmatically access your accounting data including customers, suppliers, invoices, quotes, bank transactions, receipts, and payments.

Prerequisites

Before you begin, make sure you have:

  • An active KashFlow account
  • An active KashFlow subscription that allows API access

Configuration Settings

1. KashFlow Username

Your KashFlow login username, typically the email address used to sign in to KashFlow.

2. KashFlow Password

KashFlow supports two password modes, configured in the KashFlow UI:

  • Use login password: Uses your normal KashFlow web login password.
  • Separate API password: Uses a dedicated password created specifically for API access.

How to Enable API Access in KashFlow

Step 1: Log into Your KashFlow Account

Navigate to your KashFlow account and log in with your credentials.

Step 2: Navigate to API Settings

  • Click on Apps in the top menu
  • Select API Settings

Step 3: Enable the API

On the API Settings page:

  • Check the box for Enable SOAP API
  • Configure your Password Mode:
    • Use login password: Use your regular KashFlow login password for API access
    • Separate API password: Create a dedicated password specifically for API access

KashFlow API Settings

Configure in Apideck

Step 1: Enter Your Configuration Settings

Enter the following settings to set up the connection:

  • Username: Your KashFlow username
  • Password: API password (if enabled), or Web login password

⚠️ Important: If Separate API password is enabled, using your web login password will result in an authentication error.

Step 2: Connect Your Account

Once you've entered all the required settings:

  • Click Save and you will be automatically connected to your KashFlow account and can start using the integration.

Troubleshooting

Error: Invalid Username or Password

If you receive an authentication error:

  • Double-check that you've entered the correct username
  • Ensure you're using the correct password:
    • If you enabled "Separate API password", use that password
    • If not, use your regular KashFlow login password
  • If using web login password, make sure it hasn't expired - reset it in KashFlow if needed
  • Verify that the API is enabled in your KashFlow account settings

Error: API Not Enabled

If you see an error about API access:

  1. Log into KashFlow
  2. Go to Apps > API Settings
  3. Ensure the Enable SOAP API checkbox is ticked
  4. Click Update to save the changes
  5. Try connecting again in Apideck

Additional Resources