Integrations

Articles on Integrating with other platforms

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36 articles in this collection
Written by Luke Bongiorno, Dan C, Matt Govett and 1 other

Accounting Integrations

Xero Default Status

How altering the sync status into Xero affects how items land

Written by Dan C
Updated over a week ago

How Buildxact works if you use a Receipt Reader

If you use an app such as Shoeboxed/Squirrel Street/Hubdoc/Dext/Quickbooks Receipt Scanner then this article covers the options

Written by Dan C
Updated over a week ago

MYOB New Zealand - Freight Tax Error

This article relates to a "FreightTaxCode is required" error specific to MYOB New Zealand

Written by Dan C
Updated over a week ago

Quickbooks North America

Everything you need to know to connect Buildxact with Quickbooks in North America

Written by Dan C
Updated over a week ago

How to connect your accounting software to Buildxact

Everything you need to know about connecting your accounting system.

Written by Corryn
Updated over a week ago

Tax setting suggestions for Accounting Sync

This guide will show you example tax settings to use when integrating with an 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

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

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

Accounting user manuals that connect with Buildxact

User manuals for Xero, QuickBooks and MYOB AccountRight

Written by Corryn
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 expense item goes to in my accounting software?

Setting up and linking into different expense accounts in your accounting software

Written by Corryn
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 over a week ago

Deputy to 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 over a week ago

Buildxact and Deputy Overview

An overview of how Buildxact and Deputy work together

Written by Matt Govett
Updated over a week ago

The Deputy and Buildxact connection process

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 Matt Govett
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

Connecting to an inbox with 2 factor authentication enabled

If you've enabled 2 factor authentication (2FA) on your inbox, you'll need to follow a few extra steps to get connected

Written by Matt Govett
Updated over a week ago

Connecting with and inviting Suppliers/ Dealers to Buildxact

How to connect with a Supplier or Dealer in Buildxact

How to connect with a Supplier/Dealer using Buildxact and subscribe to their pricing

Written by Dan C
Updated over a week ago

How to share information with your Suppliers/Dealers

What can your suppliers/ dealers see when you elect to share your information with them?

Written by Corryn
Updated over a week ago