How Can I Add A Connection?

How Can I Add A Connection?


Here are the steps to create a new connection:
  • Login to your workspace
  • On the left pane, click on "Systems > Connections"
  • Select the type of connection you want to add
  • Follow the instructions on the page for the type of connection

Here is a brief overview of requirements to add a new connection:
  • For SalesForce, you must have a user account with permission to register a SalesForce Connected App
  • For Dynamics CRM, you must have a user account with permission to retrieve target sales views / queries
  • For HubSpot, you must be able to authorize access to our app
  • For QuickBooks Online, you must be able to authorize access to our app
  • For QuickBooks Desktop, you must be able to install a small data synchronization app
  • For Stripe, you must have a user account with permission to obtain an API key
  • For QuickBooks Online, you must be able to authorize access to our app
  • For a Web Endpoint, you must be able to create a single web page, which is capable of retrieving transactions from your target sales / accounting system
  • For FTP, you must provide an FTP site we can copy CSV files from and provide credentials 

If you are  unable to meet those requirements, you can still import transactions manually using CSV files.
  • To learn more about the meaning of "connection", click here.
  • To learn more about how to import transactions, click here.
  • To learn more about how Web Endpoints can help you import data from any sales or accounting system, click here.

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