5. First synchronization

With the API key and toggles set, run the first sync.

1. Go to Settings → Payhawk → Sync Log tab.
2. Click Synchronize data with Payhawk.

What happens on the first sync

The connector runs through the enabled steps in order and logs each one:

1. Account ID discovery — calls Payhawk /accounts, stores the returned ID (the previously blank Account ID field is now filled).
2. Fund accounts — for each Payhawk fund account, a bank journal is auto-created in Odoo with a prefixed code:
   • PHWK… for Production
   • PSND… for Sandbox
3. Push — chart of accounts, tax rates, categories, analytics, departments (per your toggles).
4. Suppliers — two-way reconciliation by VAT / external ID / name.
5. Pull — reviewed expenses become bills/receipts; fund transactions become bank statement lines.

Check the Fund Accounts tab — the auto-created journals are listed there.

Reading the log

Entries are colour-coded:

• success (green) — a sync completed cleanly; the timestamp marks the watermark for the next incremental pull
• info — normal progress messages
• warning (amber) — non-fatal (e.g. a supplier email that failed validation was skipped)
• error (red) — something failed; see Troubleshooting

Re-pull from the past

The connector pulls expenses created after the last success entry. To force a re-pull, edit the date on the most recent success log entry to an earlier time and run the sync again.

Automatic sync

After the first manual run, the Payhawk Data Sync Runner scheduled action keeps things in sync every 15 minutes — you do not need to click the button again.

Next: Webhooks →