Setting up the connection

This guide is intended for the person who can create an API user (and a new role) in Campfire and who knows which GL accounts in Campfire correspond to which bank accounts.

Pre-requisites

Before getting started, ensure the following are in place:

1. You have received the invite link to your Atlar environment (sent via email).
2. The reporting connection between Atlar and your banks has already been established.
3. Your bank accounts have been provisioned in Atlar.

Step 1: Create a custom role in Campfire

Create a least-privilege role for the integration:

1. In Campfire, navigate to Settings → Team → Roles → Create New Role.
2. Enable only two permissions, both with read and write access:
   • Accounts
   • Cash Management Transactions

Step 2: Create an API user in Campfire

1. In Campfire, navigate to Settings → API Keys and create a new user.
2. Name it "Atlar Integration".
3. Assign an email address.
4. Assign the custom role you created in Step 1.
5. Grant the API user access to all entities.

Step 3: Add the API token in Atlar

1. In Atlar, navigate to Settings → Connections.
2. Select the Campfire connection → Actions → Create Secret.
3. Choose API Token and paste the token generated from Campfire.

Step 4: Trigger manual fetches

1. Ask your Delivery Manager to trigger a manual fetch of GL entities.
2. Delivery will reach out to request a GL entity mapping — confirm with Delivery when completed.
3. Delivery will then continue with account mapping (Step 5).

Step 5: Map accounts for bank statement pushing

1. In the GL Accounts tab, map which Atlar accounts correspond to which Campfire accounts.
2. In the Account Configuration tab, toggle on — per account — whether you want to push statements.

Step 6: Transactions start flowing

Once everything is configured:

• Transactions are fetched from end-of-day bank statements.
• They appear in Campfire the following morning.