ObraLedger

Type to search.

Connecting other systems

The webshop, the bank feed, the calendar and the e-invoicing network, connected per company and switched off completely when you stop using one.

On this page

Nothing here is trying to be the only system you run. The webshop takes the orders, the bank holds the money, the calendar has the appointments, and the tax authority wants an e-invoice in a very specific format.

Connectors are how those meet your books without anybody exporting a spreadsheet on a Friday afternoon.

What you can do

  • Pull webshop orders in from WooCommerce, and push your catalog the other way.
  • Import orders from Bol.com.
  • Send and receive e-invoices over Peppol, and look up whether a customer is on the network.
  • Bring in bank transactions through an open-banking feed.
  • Offer payment links through Mollie, PayPal, or a UPI address.
  • Keep companies, people and products in step with HubSpot, in either direction or both.
  • Import companies and contacts from Salesforce.
  • Import worklogs and issues from Jira for your timesheets.
  • Connect your own calendar - Google or Microsoft - and your Outlook mail, per person.
  • Send mail through a connected Gmail account for the company.
  • Push documents to Google Drive, Dropbox or OneDrive.
  • Check a VAT number or a chamber-of-commerce registration without leaving the screen.
  • Send Hungarian invoices to the national invoicing service.

How it works in practice

Everything lives on one page (Settings → Extensions). External connectors and the product’s own optional modules sit in the same list, each as a card tagged as an integration or an app, with a badge where your plan doesn’t yet include it. Turning one on is a switch.

Connecting is done once, per company. Most connectors want either an API key you paste in or a sign-in with the other service, which brings you back here with the connection made. Credentials are held per company, so a bookkeeper working across ten clients connects each of their webshops separately - as they should, because they’re ten different accounts.

Calendars connect per person, not per company. Your calendar and your Outlook mail are yours, and your colleague connects theirs. That’s the one place where the connection follows the individual rather than the company. A connected Gmail account, by contrast, belongs to the company and is used for sending.

Some connectors run themselves and some you trigger. Where a connector supports it there’s a sync action to pull now rather than wait, which is useful when you’ve just fixed something at the other end and want to see whether it took.

Watch what happened (Reports → Integrations). Each run records what it processed, how many rows were inserted or updated, how long it took, and any errors, with the detail for a run one click away. When an order doesn’t appear, this is the screen that tells you why.

Peppol has its own reporting, inbound and outbound: what was sent, what arrived, how much of it succeeded over the last thirty days, and the log of each exchange.

Good to know

  • A connector isn’t always two-way, and which way matters. Some import only, some export only, some do both. Check the direction of the one you need before designing a process around it, because bringing orders in isn’t the same as keeping two catalogs in step.
  • Contacts imported by a connector arrive as customers, not leads. Worth knowing before you connect a CRM you’d been using for prospecting. See leads and the sales pipeline.
  • Peppol needs your business registered on the network before you can send or receive, and registration is supported for Belgium, the Netherlands, France and Germany. It’s a one-time setup and only matters if your customers ask for it, which in some countries and sectors they must.
  • Payment providers are your own accounts, on their terms and their fees. Nothing is taken here and there’s no shared merchant account.
  • Bank feed quality is your bank’s, not ours. A structured feed matches far better than a CSV of free-text descriptions. See payments and getting paid.
  • Switching a connector off removes it completely. Its menus, its screens and its data exchange all stop, and nothing you’ve turned off keeps running quietly in the background.
  • Several connectors need a paid plan, and a few need one of their own. The extensions page shows a badge where your plan doesn’t cover one, so the reliable way to check is to look at that list signed in as your own company.
  • The list is longer than this page. These are the connectors you can plan a workflow around today. The extensions page in the product is the current, authoritative list for your plan.

Something here wrong or missing? Tell us - the guide is maintained alongside the product.