Accounting · CRM · sync
● sync

Integration guide

Finance and clients joined in the background.

What connectors cover, how invoices and clients flow, realistic setup and test order, and how to handle retries and drift without losing trust.

Scope Setup Reliability Support

Connectors mirror what finance already approved — they do not replace sign-off on tax, codes or customer comms.

What syncs

Connected apps
Invoices
Push to accounting with tax mapping
Clients
Contacts align to CRM records
Payments
Paid status + payout tracking
Portal
Client still sees same invoice state
Jobs
Quote refs map to accounting jobs
Audit
Sync logs exportable for review

Read each integration card before promising go-live dates to customers.

Document which system is “source of truth” for client name spelling before first bulk sync.

Setup order

First connection
✓Credentials stored securely · least privilege tokens
✓Chart and tax codes mapped with finance sign-off
✓Single test invoice end-to-end before bulk
✓Rollback plan if first sync conflicts
✓Sandbox tenant tested before production keys
✓Owner notified on credential rotation

Prove one happy path before turning on every document type.

Finance should reconcile the first ten pushed invoices manually — automation scales after that sample.

Operations

Week 3 · live
RetryTransient 5xx cleared overnight
LogSupport bundle pulled with timestamps
DriftTwo invoices edited offline — manual fix logged
CommCustomer told before bulk resync
LimitRate window hit · queue cleared 06:12
OKWeekly health check · no drift

Plan for the Wednesday when sync hiccups — the guide covers FAQs and limits.

Guide below Integrations →

Keep support bundles handy — timestamps beat screenshots when vendors ask what happened first.