Connect Qonto to your Notion workspace to create advanced financial dashboards.
Notion is a productivity and collaboration tool that allows note-taking, data storage, document organization, and task automation.
By connecting your Qonto account to Notion, you can create advanced financial dashboards and access your transaction information directly in Notion.
This integration is available for Smart, Premium, Essential, Business, and Enterprise plans.
How to set up the integration of Notion with Qonto?
- Open your Qonto app on your computer and navigate to the Integrations and Partnerships section.
- Click on the Notion card.
- Use your Notion credentials to connect Notion with your Qonto account.
- Select the Notion page where Qonto will build your transaction database.
How to use the integration ?
Once the “Qonto Transactions” database is created in Notion, all your transactions will be synchronized every three hours. Here are some examples of what you can do with the integration:
- Easily analyze your transactions or share transaction details with your teammates.
- Enrich your database with additional elements to enhance your financial dashboards.
- Set up calculations, such as VAT calculation, to simplify your financial tasks.
- Create alerts or tracking mechanisms for specific transactions.
☝️ Good to know:
- Attachments and pending transactions cannot be retrieved in Notion.
- The integration creates databases with required columns. Do not delete them, or your sync will fail.
- You can add custom columns to databases without affecting synchronization.
How to categorize my transactions?
Once your connection is set up, you have two options for categorizing your transactions — a useful precursor step for deeper analysis or reporting on your cash flow.
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Category column
- This column is automatically created when you connect Notion to your Qonto account and syncs with your categories on Qonto.
- These categories are also linked to Qonto’s cash flow management tools, which allow you to create custom categories and rules to automatically categorize your transactions, saving you time each month.
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[DEPRECATED] Category column
- This column can be manually filled in with additional categories not linked to cash flow management on Qonto. Any data in this column will not be automatically updated and needs to be maintained manually.
How to fix a transactions' synchronizing issue?
If your transactions are not synchronizing correctly on Notion, this may be caused by:
- Modified or deleted database structure (columns or databases removed/renamed)
- Archived databases
- Connection issues with Notion
The most reliable solution is to disconnect and reconnect the integration. However, by doing so, you may temporarily lose access to your transactions.
To resolve this, follow these options:
Option 1
- Disconnect the Notion integration.
- From your Qonto app, go to Integrations and Partnerships, and set up a new Notion authentication connected to a new Notion page.
Option 2 — If you want to keep the same Notion page
- Duplicate the current page where you want the transactions to appear.
- Delete the old page.
- Disconnect the integration.
- Reconnect with a new Notion authentication from Integrations and Partnerships and grant access to the newly generated page.
By following these steps, you can successfully integrate Qonto with Notion and leverage the power of financial dashboards and transaction management.
For further information about Notion, visit their Guides and Help Center!