Agicap

This guide explains how to connect Cortena to Agicap for accounts-payable (supplier invoice) export, and why you must ask Agicap support to activate the document connection before invoices appear in the Agicap app.

Who this is for: Finance admins and IT owners who connect Agicap API credentials in Cortena and coordinate activation with Agicap support.

How Agicap expects business documents to work

1. (Optional) List entities your API token can access.
2. Create a connection for the entity.
3. Create business documents on that connection (supplier invoices Cortena pushes).
4. Contact Agicap support · each new connection needs back-office activation before documents become visible in the Agicap application.

Cortena automates steps 1–3 when you configure the integration. Step 4 is always done by your organisation with Agicap.

If step 4 is skipped, Cortena can still create supplier invoices via the API (and attach PDFs), but users will not see them in the Agicap UI until Agicap activates the connection.

Open Cortena Agicap settings

Settings → Integrations → Accounting → Agicap

Deep link: Agicap settings

Click to enlarge

Step 1: Enter Agicap API credentials

1. Paste your Agicap API Client ID and Agicap API Client Secret.
2. Click Save.

Cortena stores the secret encrypted and loads your Agicap organisation after a successful save.

Step 2: Select organisation (if shown)

If your token has access to more than one Agicap organisation, choose the correct Organization. If only one exists, Cortena selects it automatically.

Step 3: Select entity · Cortena creates the document connection

1. Under Entity, choose the Agicap legal entity that should receive payables from Cortena.
2. Cortena creates or reuses a connection named Cortena FinOps AP Connection.

Copy Connection name and Connection ID. You will send them to Agicap support.

Step 4: Ask Agicap to activate the connection (required)

Email or open a ticket with Agicap support and include:

• Your Agicap organisation and entity name
• Connection name and Connection ID from Cortena
• That you use Cortena as the Pre-Accounting / business-documents integrator for supplier invoices (AP)

Ask them to activate the business-documents connection so supplier invoices pushed by Cortena appear in the Agicap app.

Step 5 (optional): Sync reference data

After the entity is selected:

• Sync from Agicap · incremental update
• Full refresh from Agicap · reload chart of accounts, cost centres, creditors/debtors, VAT codes

Synchronising reference data may require Agicap to enable internal APIs for your entity. Ask their support if sync fails.

Step 6: Export payables

When the connection is active:

1. Match invoices in Cortena.
2. Export from the invoice list or detail view (Send to Agicap).
3. Display status Sending to Agicap appears while export runs.

Common mistakes

• Exporting before Agicap activates the connection
• Selecting the wrong entity
• Sending Agicap only the Cortena invoice id instead of the connection id

See also Agicap export and sync.