# Agicap

Connect Agicap for cash forecasting exports.

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](https://app.cortena.ai/?settings=integrations.accounting.agicap)

![Agicap payables connection in Cortena settings](https://help.cortena.ai/assets/img/help/agicap/01-agicap-payables-connection.png)

## 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](https://help.cortena.ai/guides/integrations/agicap-export-sync).