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Softbooq connects to the third-party tools your business already runs on. Every integration is configured under Settings → Integrations in the ERP and operates on your live tenant data, so changes flow both ways automatically.

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What you can connect

Shopify

Two-way sync of products, orders, customers and inventory. Full webhook coverage.

WooCommerce

Product, order and customer sync via merchant API keys (no OAuth).

Xero

Push invoices and contacts to Xero on creation. OAuth-based.

HubSpot

Bidirectional contact sync. Nightly cron + on-create push.

Bank Feeds

Live bank transactions via Enable Banking (PSD2 across the EU + UK).

Outbound Payments

Pay vendor bills in batches via Wise or Revolut. BYOK API keys.

Email Providers

Microsoft 365, Google Workspace, SendGrid, Mailgun, Postmark, generic SMTP.

Travel Booking

Travelpayouts-powered flight, hotel and car search inside the Travel module.

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How integrations work

Every integration follows the same pattern:
  1. Connect under Settings → Integrations. OAuth flows redirect to the provider; key-based integrations take an API token.
  2. Choose the data direction. Most integrations support both inbound (provider to Softbooq) and outbound (Softbooq to provider). You toggle which entities sync.
  3. Run an initial backfill. Imports historical data with date-range and per-entity filters so you do not flood Softbooq with stale records.
  4. Live sync. Webhooks (where supported) keep things current within seconds. A nightly cron catches anything that webhook delivery missed.
  5. Disconnect any time. Disconnect removes the access token and stops sync but does not delete data already imported.
Integration credentials are stored in the Supabase Vault, encrypted at rest. They are never visible in the UI after they are entered.

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Multi-tenant safety

Every integration is scoped to a single Softbooq tenant. Data from one tenant never crosses to another. This is enforced by row-level security in the database and by tenant context resolution in every Edge Function that handles an integration callback. If you operate multiple Softbooq workspaces, each one connects its own integrations independently.

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Trial and plan limits

Some integrations require a paid plan. Check the per-integration page for details. Free trial tenants can connect Shopify and email providers; Xero, HubSpot, WooCommerce and Bank Feeds require a Standard plan or above.

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See also

Settings

All integration toggles live under Settings → Integrations.

Subscription

Plans and which integrations each plan unlocks.

Reports

Channel performance, reconciliation and profitability draw on integration data.