Surf Accounts Integration
Create an account
Add a client
Once you've logged into you VFD Pro Portal click ‘Add Client’, you will then be prompted to enter the following information:
1 - Company Name
2 - Company Registration Number (used for benchmarking purposes)
3 - Accounting Date (the most recent month accounts are up to date for that client)
4 - Click the Surf logo
4 - Click 'Save'
Please contact firstname.lastname@example.org for guidance on how to download the necessary data from Surf.
Click Import Data when you are ready to move to the next stage.
All you need to do is to upload the Nominal Codes File, the Trial Balance File and the Transactions file you have extracted from Surf by choosing the file to upload and clicking on 'Run Reports'.
That's it! The data will be uploaded, the reports will be available on your VFD Pro portal a short while later.
The integration between VFD Pro and Surf is very straight forward, we use the data displayed above to create all reporting and analysis. Information only flows from SAGE to VFD Pro, at no point is any data written to your Surf account.
- Click 'Edit' next to the company name in your VFD Pro portal
- Click in the accounting date field and select the end of the month to which the accounts are finalised
- Click 'Save'
- Click 'Import Data'
- Repeat the above steps for importing the files extracted from Surf
Enhanced Management Reporting
Business Growth Advisory Models
Opportunity Exception Reports
Outlined below are the most common questions relating to Surf integration. Please visit our full FAQ's here.
Access the VFD Pro Dashboard
Click ‘Login’ in the top right hand corner of any page and enter your credentials given when you set up an account.
How do I ensure my data is up to date?
Your data is not automatically synchronised if you are using Surf, you have to invest about 2 minutes each time a new accounting period is finalised, then download the required reports from Surf as per the instruction on the VFD Pro Portal, and upload them to VFD Pro.
How do I remove client data from the VFD?
Within your VFD Pro Portal click on ‘Delete’ next to the data you want deleted and then click ‘Yes’ when prompted. All data relating to this company will now be deleted from the VFD Pro servers.