Knowledge Base » Integrations


QuickBooks Online – Integration Setup

Updated: September 11, 2018

Connecting QuickBooks Online (QBO) to your SalesBinder account is easy and only requires two steps.

Step 1.

Authorize SalesBinder to connect with QuickBooks:
Under the Settings section (top right corner), simply click on “Manage Integrations” and click on the “Not Connected” grey box referring to QuickBooks Online. This […]

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Integrations Framework Overview

Updated: September 5, 2018

SalesBinder’s integrations framework provides an easy and automatic way to integrate with many 3rd party services.

How to Setup an Integration

Setting up an integration is fast and easy. As long as you’re an administrator for your SalesBinder account with access to the “Settings” area, you would simply […]

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Xero Accounting – Integration Setup

Updated: September 4, 2018

Connecting Xero Accounting to your SalesBinder account is easy and only requires two steps.

Step 1.

Authorize SalesBinder to connect with Xero Accounting:
Under the Settings section (top right corner), simply click on “Manage Integrations” and click on the “Not Connected” grey box referring to Xero Accounting. This will […]

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Zapier – Overview

Updated: April 11, 2018

How It Works

Zapier is an online automation tool that connects popular apps, such as Gmail, Slack, MailChimp, and over 750 other web services. Connect two or more apps to automate tasks without relying on developers to build integrations.

Beta Invitation:

Since our Zapier integration is […]

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QuickBooks Online – Overview

Updated: January 12, 2018

How It Works

Once you’ve enabled the QuickBooks Online (QBO) integration, everything will automatically sync as you create/modify your data, in the background, and based on the information outlined below.

Overall Functionality

Historical Invoice Data:
When you enable the QBO integration, it remembers that point in time and only syncs […]

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Xero Accounting – Overview

Updated: August 9, 2017

How It Works

Once you’ve enabled the Xero Accounting integration, everything will automatically sync as you create/modify your data, in the background, based on the information outlined below.

Overall Functionality

Historical Invoice Data:
When you enable the Xero integration, it remembers that point in time and only syncs newly created invoices after […]

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