Documentation
Source guides
Setup notes for the systems teams connect first.
The steps are the same for every system: authenticate read-only, select scope, sync, confirm entities. These guides add what is specific to each source.
Popular sources
QuickBooks
Accounting. OAuth, read-only company access.
Salesforce
CRM. OAuth with a read-only profile.
HubSpot
CRM and marketing. OAuth, read scopes only.
Toast
Restaurant POS. Partner API credentials, read-only.
ServiceTitan
Field service. API client with read-only scopes.
Shopify
Ecommerce. Admin API access token, read scopes.
Xero
Accounting. OAuth, read-only organisation access.
Google Sheets
Spreadsheet. OAuth with read access to selected files.
Not listed
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