Accounting sync
QuickBooks and Tally connections set up and verified by our team, including the Tally local-agent setup.
- QuickBooks
- Tally
- Tally local agent
Integration Services
QuickBooks, Tally, biometric devices and custom APIs, set up for you
Our team, not just our software. When an integration needs more than a self-serve connection, such as a custom API, a biometric device, or a specific Tally or QuickBooks setup, our services team scopes, quotes and delivers it.
What's covered
Bespoke setup, beyond the self-serve connectors
Biometric devices
Attendance and time hardware integration for field or on-site teams. Not a self-serve connector at all, so it is scoped individually.
- Attendance hardware
- Field and on-site teams
Custom APIs
Bespoke integration work against the CrmLeaf REST or public (mTLS) API, for a system that is not a listed connector.
- REST API
- Public API (mTLS)
Self-serve or done for you
How this differs from self-serve integrations
CrmLeaf's out-of-the-box integrations are things you connect yourself under Settings. Integration Services is for when the setup needs bespoke work done by our team rather than self-serve.
| Self-serve integrations | Integration Services | |
|---|---|---|
| Who sets it up | You, under Settings | CrmLeaf's own services team |
| Listed connectors (Stripe, Tally, RingCentral, Google Drive) | ||
| Specific Tally local-agent deployment | ||
| Biometric attendance devices | ||
| Custom build against the REST or public (mTLS) API | ||
| Scoped and quoted for your system |
How an engagement runs
Scoped, quoted and delivered by our team
- 1
Scope
Talk to the services team about your system
- 2
Quote
Receive a quote for the agreed work
- 3
Deliver
Our team builds and sets up the integration
- 4
Verify
Connections are set up and verified by our team
FAQ
Frequently asked questions
The Integrations pages document connectors you set up yourself, such as Stripe, Tally and RingCentral. Integration Services is our team doing bespoke setup work, like a biometric device, a custom API build, or a specific configuration those self-serve pages do not cover.
Professional Services
Our team, not just our software
Scope a custom integration
Talk to the services team about QuickBooks, Tally, biometric devices or a custom API.