Managing Integrations

The Integrations page in the Client Portal shows all your active connections and lets you configure, reconnect, or remove them.

Viewing Your Integrations

1. Go to Integrations → Integrations in the sidebar

2. You'll see a list of all your connected platforms

Each integration shows:

Available Actions by Type

Different integration types have different actions:

Reconnecting (Xero)

Xero uses OAuth tokens that can expire. If your Xero integration becomes inactive:

1. Click Reconnect on the Xero integration

2. Complete the Xero authorization flow

3. The integration returns to Active status

Configuring an Integration

For MYOB, Zoho Books, and webhook integrations:

1. Click Configure on the integration

2. Update the connection settings in the dialog

3. Save your changes

Managing API Keys (Custom Integration)

For custom API integrations:

1. Click API Keys on the integration

2. You'll be taken to the API Keys management page

3. From there you can create new keys or revoke existing ones

See Custom Webhook Integration for details.

Removing an Integration

1. Click Remove on the integration you want to disconnect

2. Confirm the action in the dialog

Note: Removing an integration stops all syncing. Previously fiscalized invoices remain in your history and are not affected.

Empty State

If you haven't set up any integrations yet, you'll see a prompt to create your first one. Click Create Integration to get started.

Troubleshooting

Integration shows as Inactive?

• For Xero: click Reconnect to refresh the OAuth token

• For others: click Configure and verify your connection settings

• Check that your integration license is active

Not seeing expected invoices?

• Verify the integration status is Active

• Check your integration tier — sync frequency depends on your plan (Starter uses basic sync, Growth uses near real-time, Scale uses real-time)

• Make sure you haven't exceeded your monthly invoice limit

Next Steps

• Integrations Overview — Review all supported platforms

• Connect Xero — Set up a new Xero connection

• Custom Webhook — Connect a custom platform