> ## Documentation Index
> Fetch the complete documentation index at: https://docs.softbooq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrations Overview

> Connect Softbooq to your stores, accounting tools, banks, CRMs, project tools and email providers

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 automatically.

## Commerce & e-commerce

<CardGroup cols={2}>
  <Card title="Shopify" icon="shopify" href="/integrations/shopify">
    Two-way sync of products, orders, customers and inventory. Full webhook coverage.
  </Card>

  <Card title="WooCommerce" icon="store" href="/integrations/woocommerce">
    Product, order and customer sync via merchant API keys (no OAuth).
  </Card>
</CardGroup>

***

## Accounting & finance

<CardGroup cols={2}>
  <Card title="Xero" icon="chart-line" href="/integrations/xero">
    Push invoices and contacts to Xero on creation. OAuth-based with bidirectional contact sync.
  </Card>

  <Card title="BYOK Accounting Tools" icon="file-invoice" href="/integrations/byok-accounting">
    Push invoices to lexoffice, sevDesk, Moneybird, Pennylane, Zoho Books or DATEV. API-key based.
  </Card>

  <Card title="Bank Feeds" icon="building-columns" href="/integrations/bank-feeds">
    Live bank transactions via Enable Banking (PSD2 across the EU and UK).
  </Card>

  <Card title="Outbound Payments" icon="money-bill-transfer" href="/integrations/payments">
    Pay vendor bills in batches via Wise or Revolut. BYOK API keys.
  </Card>
</CardGroup>

***

## CRM & marketing

<CardGroup cols={2}>
  <Card title="HubSpot" icon="bullseye" href="/integrations/hubspot">
    Bidirectional contact sync. Nightly cron plus on-create push.
  </Card>
</CardGroup>

***

## Project management

<CardGroup cols={2}>
  <Card title="Project Tools" icon="list-check" href="/integrations/project-tools">
    Sync tasks and projects with Asana, Trello, Linear, Microsoft Planner or Jira.
  </Card>

  <Card title="Confluence" icon="book" href="/integrations/confluence">
    Search your Atlassian knowledge base from IT Helpdesk tickets and push resolutions back to Confluence.
  </Card>
</CardGroup>

***

## IT & device management

<CardGroup cols={2}>
  <Card title="Device Management" icon="laptop" href="/integrations/device-management">
    Pull device inventory and compliance status from Microsoft Intune and Jamf into IT & Helpdesk.
  </Card>
</CardGroup>

***

## Travel & communications

<CardGroup cols={2}>
  <Card title="eSIM (Airalo)" icon="sim-card" href="/integrations/esim">
    Order international data plans from inside the Travel & Expense module. Auto-logs expenses and GL entries.
  </Card>

  <Card title="Travel Booking" icon="plane" href="/erp/travel">
    Travelpayouts-powered flight, hotel and car search inside the Travel module.
  </Card>
</CardGroup>

***

## Identity & directory

<CardGroup cols={2}>
  <Card title="Admin Sync" icon="users-gear" href="/integrations/admin-sync">
    Auto-provision users from Google Workspace or Microsoft 365. SSO and SCIM also available.
  </Card>
</CardGroup>

***

## Email & messaging

<CardGroup cols={2}>
  <Card title="Email Providers" icon="envelope" href="/integrations/email">
    Microsoft 365, Google Workspace, SendGrid, Mailgun, Postmark, and generic SMTP.
  </Card>
</CardGroup>

***

## 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 webhook delivery missed.
5. **Disconnect** any time. Disconnect removes the access token and stops sync but does not delete data already imported.

<Note>
  Integration credentials are stored in the Supabase Vault, encrypted at rest. They are never visible in the UI after they are entered.
</Note>

***

## 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 integrations independently.

***

## Plan limits

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

***

## See also

<CardGroup cols={3}>
  <Card title="Settings" icon="gear" href="/erp/settings">
    All integration toggles live under Settings → Integrations.
  </Card>

  <Card title="Subscription" icon="credit-card" href="/billing/subscription">
    Plans and which integrations each plan unlocks.
  </Card>

  <Card title="Reports" icon="chart-bar" href="/erp/reports">
    Channel performance, reconciliation and profitability draw on integration data.
  </Card>
</CardGroup>