SOGESTIO

SOGESTIO integrations: online stores, API, Excel and banks

SOGESTIO connects to your other tools: Shopify and WooCommerce orders arrive automatically, a documented REST API and signed webhooks link your applications, and your Excel and CSV files and MT940 bank statements import without retyping. Validated invoices export in the structured UBL 2.1 format.

Shopify

Orders from your Shopify store are imported into SOGESTIO automatically: no more retyping between the store and your back office.

  • Orders imported automatically
  • Invoicing and stock tracked in SOGESTIO
  • The same data for accounting

WooCommerce

Your WooCommerce store sends its orders to SOGESTIO automatically: you invoice and track stock from one tool.

  • Orders imported automatically
  • One tool for online and in-store sales
  • The same data for accounting

REST API and webhooks

A REST API documented in the OpenAPI format lets your applications read and write in SOGESTIO. Signed webhooks notify your tools as soon as an event happens.

  • Read-only or read-write API keys
  • Signed webhooks
  • Online OpenAPI documentation
Read the API documentation

Excel / CSV import and export

Bring your data over without retyping it all, then export your lists at any time.

  • Customers and items
  • Opening stock
  • Opening balances
  • Journal entries

MT940 and CSV bank statements

Import the statements exported from your bank's online space, then reconcile them with your invoices and payments.

  • MT940 or CSV format
  • Every Moroccan bank
  • Bank reconciliation in SOGESTIO

UBL 2.1 export

SOGESTIO exports your validated invoices and credit notes in the structured UBL 2.1 format, with ICE, IF and RC.

  • Validated invoices and credit notes
  • ICE, IF and RC included
  • A structured format other software can read

Statements from every Moroccan bank

SOGESTIO imports MT940 and CSV statements from any Moroccan bank. For example, statements exported from the online space of:

  • Attijariwafa bank
  • Banque Populaire
  • Bank of Africa
  • CIH Bank
  • Crédit Agricole du Maroc
  • BMCI
  • Crédit du Maroc
  • Saham Bank
  • Al Barid Bank
  • CFG Bank

Indicative list. SOGESTIO has no direct connection with these banks and is not affiliated with them: you export the statement from your banking space, then import it into SOGESTIO. The format offered (MT940, CSV) depends on your bank and your contract. The names belong to their owners.

Why connect your tools to your back office?

Every re-entry is a source of errors: an online order copied by hand, a statement ticked line by line, a customer list typed twice. When your tools are connected to SOGESTIO, the same information travels once, from the sale to the books.

In SOGESTIO an invoice updates stock, the customer and cash, and the journal entry is generated automatically on the Moroccan chart of accounts (CGNC). Integrations feed that chain instead of duplicating it.

Bank reconciliation from your statements

Moroccan banks do not offer an open API: no software can read your account live without going through them. SOGESTIO therefore starts from the statement you download from your banking space, in MT940 or CSV format.

Once imported, transactions are matched with customer invoices, supplier invoices and expenses. Cheques and bills (LCN) keep their number, bank, due date and status, and the 13-week cash forecast stays up to date.

  • Bank accounts with RIB
  • MT940 and CSV statement import
  • Bank reconciliation
  • Cheques and bills (LCN) tracked until collected
  • 13-week cash forecast

Bringing your data over from Excel

Changing software does not mean starting from scratch. Export your lists from your previous tool or from Excel, then import your customers, items, opening stock, opening balances and journal entries into SOGESTIO.

Your data stays yours: your lists export at any time to Excel or CSV, for your accountant or for your own spreadsheets.

For developers: API, keys and webhooks

The SOGESTIO REST API is described in the OpenAPI format. Each API key is read-only or read-write, and every company stays isolated on the server side: an integration only sees the data of the company its key was created for.

Signed webhooks send SOGESTIO events to your applications, which can check that they really come from SOGESTIO before processing them.

E-invoicing: the UBL 2.1 export

SOGESTIO exports your validated invoices in the structured UBL 2.1 format (with ICE, IF and RC), which prepares the move to the e-invoicing announced by the DGI. Validated credit notes export the same way.

The official framework for e-invoicing in Morocco has not been published in detail yet: follow the DGI's announcements and have your obligations confirmed by your accountant.

Already a customer? Your API keys and webhooks are managed in SOGESTIO, under Integrations.

Frequently asked questions

Does SOGESTIO connect directly to my bank?

No. Moroccan banks do not offer an open API: you export your statement in MT940 or CSV format from your online banking space, then import it into SOGESTIO for reconciliation.

How do Shopify or WooCommerce orders reach SOGESTIO?

Once your store is connected, new orders are imported automatically. You no longer copy them by hand to invoice and track your stock.

Is the API documented?

Yes. The REST API is described in the OpenAPI format and can be browsed online. Each API key is read-only or read-write, and only gives access to its own company's data.

Can I import my customers and items from Excel?

Yes. Customers, items, opening stock, opening balances and journal entries import from Excel or CSV, and your lists export at any time.

What is the UBL 2.1 export for?

UBL 2.1 is a structured invoice format. SOGESTIO exports your validated invoices in it, with ICE, IF and RC, which prepares the move to the e-invoicing announced by the DGI.

Can I try it before subscribing?

Yes. The 14-day free trial needs no credit card and no commitment: import your customer list from Excel, for example, to see the result on your own data.

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