Integrations
Connect your practice tools to sync data automatically
Accounting
Xero
Accounting & invoicing. Syncs fee invoices, purchase orders, and expense claims with project commercial data.
QuickBooks
Alternative accounting integration. Syncs invoices, time tracking, and expense data.
Calendar & Email
Microsoft Outlook
Calendar & email. Syncs project meetings, deadlines, and milestone reminders to team calendars.
Google Calendar
Calendar sync for practices using Google Workspace. Syncs meetings and deadlines.
Document Storage
SharePoint
Document storage. Links project documents to SharePoint libraries for version control and collaboration.
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Dropbox Business
Cloud storage integration for drawing files, specifications, and project archives.
Quote → Invoice Sync
Total Links
5
Synced
2
Pending
1
Failed
1
| Fee Quote ID | Provider | External Ref | Sync Status | Last Synced | Auto-Sync | Actions |
|---|---|---|---|---|---|---|
| fq1 | Xero | INV-2025-0142 | Synced | 18 Mar 2026 | ||
client_nameagreed_feepayment_scheduleline_items | ||||||
| fq2 | Xero | INV-2025-0198 | Pending | Never | ||
client_nameagreed_fee | ||||||
| fq3 | QuickBooks | EST-3421 | Synced | 10 Mar 2026 | ||
client_nameagreed_feeline_items | ||||||
| fq4 | Xero | INV-2026-0012 | Failed | Never | ||
Error: Xero contact not found. Please map the client manually. | ||||||
client_nameagreed_fee | ||||||
| fq5 | Xero | INV-2026-0045 | Not Linked | Never | ||