🔐
Goal: store secrets so a source can connect to a provider (PSP, ERP, bank, and so on).
Open Import › Setup › Credentials.
Image without caption

Steps

  1. Choose Create Credential.
  1. Select the type that matches your integration (for example Adyen or Stripe).
  1. Enter a clear name (for example Production Adyen - EU).
  1. Fill the secret fields for that type.
  1. Prefer Create and Validate so Actuals checks the connection right away.
Image without caption

After create

  • Connection verified — ready to attach to a source
  • Validation failed — fix fields and use Validate Credentials again
If you saved without validating, open the credential and validate before using it.

Next

Create a source and select this credential — see Create a sourceCreate a source or the full CredentialsCredentials page.
Vendor-specific secret fields: 4. Application connectors4. Application connectors.

Powered by Notaku