Xero · QuickBooks · Sage
Discuss the records your finance team needs to exchange and which system owns the final financial record.
Discuss this connectionThe tools you use.
The connections you need.
Start with the information that needs to move, the people who use it and the system responsible for each record. Then agree what a connection should do.
Scope comes before a promise.
Discuss connections to Xero, QuickBooks, Salesforce, Sage and your operational systems. Availability depends on technical feasibility, third-party access and agreed implementation scope.
Discuss your integration requirements ↗Salesforce
Define the customer or opportunity information to be exchanged, including direction, ownership and exceptions.
Discuss this connectionCAFM · Fleet
Bring the system name, version and API documentation. Agree the location, service or asset information involved.
Discuss this connectionPayroll · Documents
Discuss record sensitivity, access, retention and the specific business process the connection supports.
Discuss this connectionAN INTEGRATION BRIEF WORTH BRINGING01 02 03 04
Define the record
What needs to move, and why? Include a sample without sensitive personal information.
Agree the direction
Which system creates the record? Which system can update it? Who resolves a conflict?
Check feasibility
Review API access, licensing, authentication, data mapping and third-party restrictions.
Agree delivery
Document scope, testing, responsibilities, costs, monitoring and support before implementation.
Integration availability is subject to third-party APIs, technical feasibility and agreed implementation scope. No delivery time or price is implied.
BRING YOUR BUSINESS INTO THE CONVERSATION
Bring your systems to the conversation.
Explore the fit, configuration and next steps with the Glidesk team.