Tour the Integrations catalogue

Steps

1. 1

   Open Tools in the left menu and select Integrations

   Choose the entity at the top of the left menu, then scroll to Tools near the bottom of the menu and select Integrations. An integration, or connector, is a link that brings records from another system into ComplianceOS so nobody has to retype them.

   • Select Tools
   • Select Integrations
2. 2

   Read the three totals

   The strip at the top gives the picture at a glance. Connected is the number of systems linked to this entity. Available is the number ready to be connected. Attention counts connections whose last sync had an error. Below the totals, Sync conflicts says whether any synced record clashes with one changed here. None are waiting, and Review conflicts opens the list when there are.

3. 3

   Look through the connector cards

   Each card is one accounting system. QuickBooks Online, Zoho Books, Xero, ClearTax UAE, Sage Business Cloud, Oracle NetSuite, Microsoft Dynamics 365 and Wafeq can be connected. Each brings the entity's transactions into Tax Intelligence.

4. 4

   Read one card

   Take QuickBooks Online. The label at the top right shows its state, here Not connected. The coloured button starts the connection, and Set Custom Credentials opens the set-up form covered in the next lesson.

5. 5

   Notice the connector that uses a key

   ClearTax UAE has a small key beside its name and one button, Connect. It is linked with an API key instead of a sign-in at the other system. It imports invoices accepted by the Federal Tax Authority and summaries of filed returns.

6. 6

   Spot the connectors that are not ready yet

   TallyPrime is marked Coming soon and its button is greyed out. It is listed so you know it is planned, but it cannot be connected yet. Odoo, at the end of the list, is the same.

   

7. 7

   Select Available to narrow the list

   Under In this module on the left, select Available. The cards now show only the eight systems that are ready to connect. The number beside each view tells you how many cards it holds.

   • Select Available8 (8)
8. 8

   Select Connected

   Select Connected. This view lists the systems already linked to this entity. Nothing is connected yet, so it reads No connectors match this view.

   • Select Connected0 (0)
9. 9

   Select Needs attention

   Select Needs attention. This view lists connections with a sync error, so it is the first place to look when data stops arriving. It is empty too.

   • Select Needs attention0 (0)
10. 10

    Open the Insights panel

    Select All connectors to bring every card back, then select Insights at the top right. A panel opens with the connection counts, the number of records synced over all runs, and the most recent sync for each connected system. Here it reads No connected systems yet.

    • Select All connectors10 (10)
    • Select Show insights panel
11. 11

    Find the Sync log

    Close the panel with the cross at its top right, then scroll below the cards to the Sync log. Once a system is connected, every sync run is listed here. For now it says No sync runs yet, and tells you to use Sync Now on a connected system or wait for the hourly automatic sync.

    • Select Close
12. 12

    Read how often data arrives

    The note at the bottom of the page explains the timing. Connected systems sync automatically every 60 minutes. New transactions appear in Tax Intelligence and are classified for corporate tax and VAT. Sync Now pulls the latest data straight away.