What Is A Connection?

What Is A Connection?


Connections help you import users and sales transactions from various sales or accounting systems. The import can be one-time, or fully automated.

Connections include:
  • CRM connections
    • We provide native support for systems such as QuickBooks, HubSpot, SalesForce, Stripe, Chargebee, Xero, Dynamics, etc.
  • Web Endpoint connections
    • Web Endpoints allow you to automatically import transactions from any sales or accounting system (even those only accessible within your intranet)
  • FTP connection
    • We provide a way to fetch CSV files from an FTP site

To learn more about how to import transactions, click here.
To learn more about how Web Endpoints can help you import transactions from any sales or accounting system, click here.