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Campfire

The Campfire integration pulls your general ledger from Campfire into Una, so you can budget, forecast and report against your actuals without exporting or re-keying anything.

The integration is read-only. Una never writes back to Campfire.

What it does​

  1. Connect — you create an API key in Campfire and paste it into Una.
  2. Configure — you choose which Campfire dimensions map onto your Una model.
  3. Build and load — Una builds the model and loads your period balances into it.

Before you start​

You'll need:

  • Admin access to Campfire, in the workspace that holds the data you want in Una. If your organisation has more than one Campfire workspace, be certain which one you mean before you begin.
  • Admin access in Una, since you'll be configuring tenant-wide settings.
  • A start date — how far back Una should pull. Two to three years is typical. You can extend this later, but you can't shorten it.

Step 1 — Create an API key in Campfire​

  1. Sign in to Campfire.
  2. Go to Settings → API Keys → Create API Key.
  3. Give it a memorable name, such as Una.
  4. Copy the key.
warning

Campfire shows the key once and never again. Copy it before you close the page. If you lose it, delete that key and create another — no harm done.

Treat the key like a password. It grants read access to your ledger, so don't send it by email or paste it into a support ticket.

Step 2 — Create the connection in Una​

  1. In Una, go to Settings → Integrations → ERP.
  2. Click Add New.
  3. Give the connection a name, and set Type to Campfire.
  4. Choose Create a new connection.
  5. Paste the API key and save.

Campfire needs the key and nothing else — there's no company ID, username or password. Una stores it encrypted.

Step 3 — Test the connection​

Click Test connection. This isn't a formality: Una uses the key to actually read your list of dimensions from Campfire, so a pass means the key genuinely works.

If it fails, the key is wrong, incomplete or has been revoked. Create a fresh one in Campfire and try again.

Step 4 — Choose the model and map your dimensions​

Click the connection's name to open it. You'll land on the Model Mapping tab.

  1. Under Model, leave the dropdown on <New Model> and give the model a name.
  2. In Dimension Mapping, map Account to Campfire's Account.
  3. Use Add dimension for anything else you want to report by — commonly Entity and Department.

Scenario, Time and Account are always present. Scenario and Time are built by Una automatically; you only map Account and any extras.

tip

Start small. Map Account plus one other dimension for your first load — it builds faster and makes it much easier to confirm the numbers are right. You can rebuild with more dimensions once you're happy.

warning

Always point a Campfire connection at a new model. Loading into a model that another integration already created is not supported.

Step 5 — Load the data​

  1. Turn Load Data on. Without it, Una builds the model structure but loads no numbers.
  2. Set Update Mode to Snapshot for the first load.
  3. Set the Start Date — use the first day of a month.
  4. Click Save & Build.

The build runs in the background, reporting progress in the Messages panel. A first load of two to three years usually takes a few minutes, ending with All steps completed successfully.

note

Stay on the page while it runs. The progress messages are live only and aren't saved, so if you navigate away you can't get them back. The build itself carries on regardless.

warning

You can always come back and pull more history by choosing an earlier start date. You can't shorten it by choosing a later one — Una ignores that deliberately, so that data you've already loaded is never deleted. If in doubt, start earlier than you think you need.

Step 6 — Check the numbers​

A completed build means the process ran, not that the result is what you expect. Before you rely on it:

  • Open the model and confirm your real account names are in the Account dimension.
  • Compare one account for one month against the same figure in Campfire. Do this for one balance sheet account and one P&L account — they're calculated differently.
  • Confirm the earliest month in the model matches your start date.

Balance sheet accounts should match the closing balance for that month. P&L accounts should match the movement in that month, not the year-to-date figure.

Day-two operations​

  • Refreshing data — run a data update from the connection to pull recent periods.
  • Adding a dimension — add it in Dimension Mapping, then Save & Build. A plain data refresh doesn't pick up structural changes.
  • New accounts in Campfire — these arrive with a full Save & Build, not with a data refresh.
  • Replacing the API key — create a new key in Campfire, then update the credentials on the connection. Delete the old key in Campfire afterwards.
  • Scheduling — to refresh automatically, add the ERP Integration activity to a workflow. See Workflow activities → ERP Integration.

Privacy and data sharing​

Una reads your chart of accounts, your reporting periods, your period balances, and the dimensions you choose to map. Una does not receive:

  • Individual journal entries or transaction detail
  • Attachments or documents
  • Campfire user or billing information

Nothing is ever written back to Campfire. Within Una, data is stored per-tenant in your dedicated tenant database.

Troubleshooting​

The connection test fails. The key is wrong, incomplete or revoked. Create a fresh one.

The build completes but the model is empty. The most common cause is a key created in a different Campfire workspace from the one holding your data. Campfire answers "no records" rather than refusing the key, so it looks like success. Confirm the workspace and create a key there.

The model has dimensions but no numbers. Check that Load Data was switched on.

The progress messages stop. The page can lose its live connection while the build carries on underneath. Wait a few minutes, then refresh and check the model.

"A run is already in progress". Something is already building on this connection. Wait for it to finish rather than starting another.

The numbers don't match Campfire. Note the account, the month, both figures, and whether it's a balance sheet or P&L account, and raise it with your Una contact.