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Tiime Expert Make integrationAutomate Tiime Expert with Make.
Accounting entries that land in Tiime Expert without anyone retyping them. The Tiime Expert Make integration gives you 10 modules: 6 actions and 4 searches. This guide is for accounting firms that want to link Tiime to their other tools, and it walks you from the connection to a first working scenario.
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What can the Tiime Expert Make integration do for you?
The Tiime Expert Make integration links your Tiime account to Make so that client files, contacts and accounting entries can move between Tiime and your other apps on their own. You build a scenario, which is the automation itself: a chain of modules, each one a single brick that acts on one app.
Entries posted from another tool. When a sales or expense app produces data, the module Envoi d'écritures comptables dans Tiime Expert sends the accounting entries, with their attachments, straight into the right client file. Nobody copies lines from one screen to another.
New clients set up once. A signed engagement in your CRM can trigger Création de dossier, then Création de contact on that new file, so the Tiime side of onboarding follows the commercial side.
Exports and reference data on demand. Récupération d'un fichier type FEC pulls an FEC-style file, while the search modules read a file's fiscal years, journals and chart of accounts, useful before you post anything.
Know the limits before you start. Tiime Expert has no trigger in Make, so a scenario never starts from an event inside Tiime: it starts from another app or from a schedule. The documentation lists the modules without grouping them and gives no figure on volumes. If you also look at n8n, the n8n vs Make comparison sets the two tools side by side, and the Make training covers the editor from the first module.
How do you connect Tiime Expert to Make?
- 01
Add a Tiime Expert module
Open your scenario, click the +, search for Tiime Expert and pick any of its modules. In the module panel, click Create a connection. A connection is your Tiime account linked to Make once, then reused by every Tiime Expert module.
- 02
Name the connection
The Connection name field is optional. A clear name still helps when your firm uses several Tiime logins, for example one per team, because every module then shows which account it acts on.
- 03
Save and sign in
Click Save, then type the address and password of your Tiime account in the Email and Password fields to authenticate. Once accepted, Make can read your client files and offer them in the module fields.
Your first scenario with Tiime Expert
GoalWhen another app hands Make a batch of accounting data, Make finds the matching client file and posts the entries in Tiime Expert.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the +. Pick the app that holds your source data as the first module, since Tiime Expert has no trigger of its own.
- 02
Find the client file
Click the + on the right, search for Tiime Expert and choose Récupération des dossiers. Create the connection if this is your first Tiime module, then spot, among the files it returns, the one that matches the data.
- 03
Post the entries
Add Envoi d'écritures comptables dans Tiime Expert after the search. Map the file it returned and the lines coming from the first module into the fields Make displays. Each item passed along is a bundle.
- 04
Test with Run once
Click Run once. Make runs the scenario a single time and shows the bundles each module received, so you can check in Tiime that the entries reached the right file.
- 05
Schedule and switch on
Open the clock on the first module to set Scheduling, every 15 minutes by default, then switch the scenario on. Each module run on one bundle counts as one operation on your plan.
The 10 Tiime Expert modules in Make
Tiime Expert gives you 10 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Création de contact
- Création de dossier
- [Déprécié] Récupération du détail d’une connexion
- Envoi d'écritures comptables dans Tiime Expert
- Récupération d'un fichier type FEC
- Requête API Tiime
- Récupération des dossiers
- Récupération des exercices comptables d'un dossier
- Récupération des journaux d'un dossier
- Récupération du plan comptable d'un dossier
Création de contact
ActionIn Make“Créer un contact sur un dossier”
Adds a contact to an existing client file in Tiime Expert, so the people behind a company are recorded where your accountants work.
Création de dossier
ActionIn Make“Créer un dossier comptable”
Opens a new accounting file in Tiime Expert, which gives a freshly signed client a home in the firm's workspace without manual setup.
[Déprécié] Récupération du détail d’une connexion
ActionIn Make“Récupérer le détail d’une connexion.”
Returns the details of a connection. Make flags this module as deprecated, which means it stays visible for older scenarios but is no longer the recommended path.
Envoi d'écritures comptables dans Tiime Expert
ActionIn Make“Envoyer des écritures comptables et des pièces jointes dans Tiime Expert”
Sends accounting entries and their attachments into Tiime Expert, so bookkeeping data produced elsewhere shows up in the client file with its supporting documents.
Récupération d'un fichier type FEC
ActionIn Make“Récupérer un fichier type FEC”
Fetches an FEC-style file from Tiime Expert, the standard listing of a company's accounting entries, and hands it to the next module of your scenario.
Requête API Tiime
ActionIn Make“Requêter directement l'API de Tiime”
Queries the Tiime API directly, through the connection you already set up. It covers what the nine other modules do not offer.
Récupération des dossiers
SearchIn Make“Récupérer ses dossiers comptables”
Lists the accounting files your Tiime account can see. As a search, it can return none, one or many files, each as its own bundle.
Récupération des exercices comptables d'un dossier
SearchIn Make“Récupérer les exercices comptables d'un dossier”
Reads the fiscal years of one client file, which tells your scenario which periods exist before it books or exports anything.
Récupération des journaux d'un dossier
SearchIn Make“Récupérer les journaux d'un dossier”
Returns the journals set up in a client file, such as the ones used for purchases, sales or bank, so your entries can be routed to the correct one.
Récupération du plan comptable d'un dossier
SearchIn Make“Récupérer le plan comptable d'un dossier”
Brings back the chart of accounts of one client file, the reference your scenario needs to pick valid account numbers.
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