Integrations

Articles on Integrating with other platforms

Luke Bongiorno avatar Dan C avatar Matt Govett avatar +1
31 articles in this collection
Written by Luke Bongiorno, Dan C, Matt Govett and 1 other
Accounting Integrations

How to connect, setup and sync your accounting software to Buildxact

How to connect your accounting software (Xero) to Buildxact
Corryn avatar
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
Matt Govett avatar
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
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

MYOB Sync Issues List

List of all known MYOB sync issues
Matt Govett avatar
Written by Matt Govett
Updated over a week ago

Quickbooks Sync Issues List

List of all known Quickbooks sync issues
Matt Govett avatar
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
Dan C avatar
Written by Dan C
Updated over a week ago

Which accounting packs do you link to?

Buildxact can link with Xero, QuickBooks and MYOB AccountRight
Corryn avatar
Written by Corryn
Updated over a week ago

Accounting user manuals that connect with Buildxact

User manuals for Xero, QuickBooks and MYOB AccountRight
Corryn avatar
Written by Corryn
Updated over a week ago

Xero Sync Issues List

List of all known Xero sync issues
Matt Govett avatar
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
Corryn avatar
Written by Corryn
Updated over a week ago

Xero tracking categories, what you need to know

Luke Bongiorno avatar
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.

Luke Bongiorno avatar
Written by Luke Bongiorno
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
Dan C avatar
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
Matt Govett avatar
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?
Dan C avatar
Written by Dan C
Updated over a week ago

Connecting your Google email account

Instructions for connecting Gmail (@gmail) or Google Suite accounts
Dan C avatar
Written by Dan C
Updated over a week ago

Connecting your Office 365 email account

Instructions for connecting Office 365 email account
Dan C avatar
Written by Dan C
Updated over a week ago

How to connect a Yahoo Mail account

Instructions for connecting your Yahoo Mail email account
Matt Govett avatar
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
Dan C avatar
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
Dan C avatar
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
Dan C avatar
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.
Dan C avatar
Written by Dan C
Updated over a week ago