How do I connect Trabalance to another system?

Created by Andrew Marcus, Modified on Mon, 3 Aug at 3:11 PM by Andrew Marcus

Go to Settings → Integration to see the available connections and connect the one you need.

For anything not listed, Trabalance has an API. Your developer creates credentials in the developer area and connects directly. API access follows the same permissions as a user account, so an integration can only reach what its credentials allow.

Before connecting anything that writes into Trabalance, agree which system owns each piece of data. Two systems both editing the same customer records will diverge, and reconciling them afterwards is harder than deciding upfront.

Try it in the live demo: Open integrations

Still stuck? Start a chat.

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