SQL Accounting

Export your BeanRails data (contacts, invoices, and payments) to files compatible with SQL Accounting software.

Accessing SQL Accounting

Go to Settings → Integrations, then click the SQL Accounting card.

Export Types

The field mappings page has three tabs, one for each export template:

Tab	SQL Accounting template
Contact	Import Customer
Sales Invoice	Import Sales Invoice
Customer Payment	Import Customer Payment

Field Mappings Table

Each tab shows a table of all target fields in the SQL Accounting template and what BeanRails field they map to:

Column	Description
Target Field	The SQL Accounting field name
Source	The BeanRails field or value that maps to it
Type	Field, Custom, Static, or Formula
Max Length	Maximum character length for the target field
Active	Whether this field is included in the export

Fields with a custom mapping are highlighted in yellow with an edit icon.

Editing a Field Mapping

Click the edit icon on any row to open the mapping editor:

Option	Description
Model Field	Map to a BeanRails data field (contact name, invoice number, etc.)
Static Value	Set a fixed value that always exports as-is
Formula	Define a calculated value

Click Save to apply. A Reset icon appears on customised rows — click it to revert to the default mapping.

Resetting All Mappings

Click Reset All to revert every field in the current export tab back to its default configuration.

Exporting

1. Select the export tab you want (Contact, Sales Invoice, or Customer Payment)
2. Click Export
3. Set any export filters in the modal
4. Download the generated file and import it into SQL Accounting