Integrations

Articles on Integrating with other platforms

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28 articles in this collection
Written by Luke Bongiorno, Ben Jackson, Dan C and 1 other

Accounting Integrations

Setting a due date for Supplier/Contractor invoices

You may want to set up payment terms per contact or system wide in your accounting package

Written by Matt Govett
Updated over a week ago

MYOB Sync Issues List

List of all known MYOB sync issues

Written by Matt Govett
Updated over a week ago

Quickbooks Sync Issues List

List of all known Quickbooks sync issues

Written by Matt Govett
Updated over a week ago

Xero Contact Linking

This article talks about knowing which Xero contact Buildxact has linked with and updating it

Written by Dan C
Updated over a week ago

Which accounting packs do you link to?

Written by Luke Bongiorno
Updated over a week ago

How do I connect my accounting to Buildxact?

Written by Luke Bongiorno
Updated over a week ago

Xero Sync Issues List

List of all known Xero sync issues

Written by Matt Govett
Updated over a week ago

How can I control which account an item goes to in my account software

Written by Luke Bongiorno
Updated over a week ago

Xero tracking categories, what you need to know

Written by Luke Bongiorno
Updated over a week ago

I have items to sync, but Buildxact keeps telling me i have 0 items to sync.

Written by Luke Bongiorno
Updated over a week ago

Deputy

Managing Deputy and Buildxact job links

You can link your jobs, and choose which categories of the job to be synced to Deputy

Written by Matt Govett
Updated over a week ago

Troubleshooting Deputy errors

A list of common Deputy sync issues

Written by Matt Govett
Updated over a week ago

Pay rates from Deputy to Buildxact

Written by Luke Bongiorno
Updated this week

Deputy and Accounting integration

Where to go if you need help with the integration between Deputy and Accounting

Written by Matt Govett
Updated over a week ago

Can Deputy feed Award rates into Buildxact?

Written by Luke Bongiorno
Updated this week

Buildxact and Deputy Overview

An overview of how Buildxact and Deputy work together

Written by Matt Govett
Updated over a week ago

Set up Deputy and Buildxact integration

How to set up the integration between Buildxact and Deputy

Written by Matt Govett
Updated over a week ago

Link a Buildxact job to an existing Deputy location

You can link a Buildxact job to a location previously set up in Deputy

Written by Matt Govett
Updated over a week ago

Email integration

Adding more email connections

When you use up all your user based email connections you can still add more

Written by Dan C
Updated over a week ago

How to connect a Microsoft Exchange hosted email address

Instructions for connecting your Microsoft Exchange email account

Written by Matt Govett
Updated over a week ago

Connecting your email to Buildxact

What is Email Integration and how do I set it up?

Written by Dan C
Updated over a week ago

Connecting your Google email account

Instructions for connecting Gmail (@gmail) or Google Suite accounts

Written by Dan C
Updated over a week ago

Connecting your Office 365 email account

Instructions for connecting Office 365 email account

Written by Dan C
Updated over a week ago

How to connect a Yahoo Mail account

Instructions for connecting your Yahoo Mail email account

Written by Ben Jackson
Updated over a week ago

Changing you email password and reconnecting

When you change your email password you'll need to refresh the connection

Written by Dan C
Updated over a week ago

Adding images to your email signature

How to add an image to your email signature using the the email integration feature

Written by Dan C
Updated over a week ago

Connecting your email account using IMAP

Instructions for connecting to any email account using IMAP, including @hotmail, @outlook, @live, @yahoo email providers

Written by Dan C
Updated over a week ago

Email account settings

Control who can send emails from an account, which emails to show in Buildxact and what signature you use.

Written by Dan C
Updated over a week ago