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Integrations

Third-Party Integrations and API

Connect Nubeso with your favorite tools like QuickBooks, Shopify, and more.

Advanced15 min8 Steps

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Prerequisites

  • Admin access
  • Accounts on integration platforms

Access Integrations Marketplace

Navigate to Settings > Integrations or Apps. Browse available integrations by category: Accounting (QuickBooks, Xero), Ecommerce (Shopify, WooCommerce), Email (Gmail, Outlook), Calendar (Google Calendar, Outlook), Payment (Stripe, PayPal), Productivity (Slack, Zapier). Each integration has a detail page explaining features and setup.

Pro Tips

  • Start with essential integrations
  • Read integration descriptions carefully

Connect QuickBooks for Accounting

Sync financial data with QuickBooks: Click "Connect" on the QuickBooks integration, Log in to your QuickBooks account, Authorize Nubeso to access your data, Map Nubeso accounts to QuickBooks accounts, Configure sync settings (one-way or two-way), Invoices, payments, and expenses sync automatically. Integration eliminates double-entry.

Pro Tips

  • Reconcile data after initial sync
  • Set up chart of accounts mapping carefully

Integrate Shopify for Ecommerce

Connect your online store to Nubeso: Install the Nubeso app from Shopify App Store, Authorize the connection, Sync products, inventory, and orders, Orders from Shopify create invoices in Nubeso, Inventory updates in real-time, Fulfill orders from Nubeso. Unified inventory prevents overselling.

Pro Tips

  • Test with a few products first
  • Map Shopify products to Nubeso inventory

Sync Google Calendar

Keep schedules in sync: Connect your Google account, Choose which calendars to sync, Nubeso events appear in Google Calendar, Google events show in Nubeso, Two-way sync keeps everything updated. No more double-booking.

Pro Tips

  • Sync work calendar only
  • Set default calendar for new events

Enable Email Integration

Send and receive emails from Nubeso: Connect Gmail or Outlook account, Send invoices and documents via email, Log email conversations with clients, Track email opens and clicks, Create tasks from emails. Centralized communication improves workflow.

Pro Tips

  • Use professional email address
  • Create email templates for common messages

Set Up Slack Notifications

Get Nubeso updates in Slack: Install Nubeso Slack app, Choose which notifications to send to Slack, Select Slack channels for different notification types, Team gets notified of new invoices, payments, tasks, etc. Slack integration keeps team informed.

Pro Tips

  • Avoid notification overload
  • Use dedicated Slack channels

Connect with Zapier

Automate workflows with 5000+ apps via Zapier: Create Zapier account and install Nubeso integration, Build "Zaps" (automated workflows), Examples: Create Nubeso invoice when Stripe payment received, Add new Nubeso clients to Mailchimp, Send Slack message when invoice is paid. Zapier extends Nubeso capabilities infinitely.

Pro Tips

  • Start with simple Zaps
  • Test automation before enabling

Use the Nubeso API

Build custom integrations with the Nubeso API: Navigate to Settings > API, Generate API key and secret, Review API documentation, Make authenticated requests to Nubeso endpoints, Create, read, update, delete data programmatically. API enables deep customization.

Important Warnings

  • Keep API keys secure
  • Never expose keys in client-side code
  • Use API responsibly to avoid rate limits

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