FieldInsight Accounting Intergrations and Add-ons

Xero

Xero integration setup

Xero is an online accounting software that you can integrate with your FieldInsight account

R

Written by Richard Walker
Updated over a week ago

Exporting Invoices to Xero

Export FieldInsight invoices to online Xero accounting software.

Written by Paul Tyrrell
Updated over a week ago

Xero integration syncing to more than one account

how to sync to more than one Xero account

Written by Jen
Updated over a week ago

Xero Troubleshooting

This article contains Troubleshooting related to Xero integration

R

Written by Richard Walker
Updated over a week ago

MYOB

Integrating with MYOB AccountRight

Setup the MYOB / FieldInsight integration

Written by Paul Tyrrell
Updated over a week ago

MYOB Troubleshooting

This article contains Troubleshooting related to MYOB integration

R

Written by Richard Walker
Updated over a week ago

MYOB Advanced Integration

Integrate FieldInsight with MYOB Advanced.

Written by Natasha Tyrrell
Updated over a week ago

Quickbooks

Quickbooks integration add-on

Setup the quickbooks integration

Written by Jen
Updated over a week ago

Reckon

Reckon Integration

How to setup the Reckon integrate to export Invoices to your accounting software

Written by Jen
Updated over a week ago

Quotient

Quotient App integration setup

Advanced quoting workflow with the Quotient App integration

Written by Jen
Updated over a week ago

eWay

Pay Now button on Invoices (using eWay)

Add a pay now button to your invoices to take card payments

Written by Jen
Updated over a week ago

Take payments in the field for Invoices (incl eWay)

Get paid faster - take payments (incl eWay) in the field using your mobile device

Written by Jen
Updated over a week ago

Take payments online: Setting up eWay Integration

eWay is a secure online payments platform for your business – allows you to take payments against invoices in FieldInsight

Written by Natasha Tyrrell
Updated over a week ago

MailChimp

Mailchimp Integration Set Up

Create marketing campaigns using your account contacts through Mailchimp.

Written by Jen
Updated over a week ago

Mailchimp Integration - Export customers

Export your customers details to a new campaign in Mailchimp

Written by Sarah
Updated over a week ago

Other integrations and add-ons

Microsoft Power Bi for reporting

Create job reports to analyse your data with the Power Bi integration

Written by Jen
Updated over a week ago

Zapier Integration

Automate your workflow and connect FieldInsight to your apps

Written by Jen
Updated over a week ago

Email address settings.

How to configure inbound and outbound email in Fieldinsight.

A

Written by Alan Williams
Updated over a week ago