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Integrations & Extensions

Integrations & Extensions

Integrate Planyard with email, accounting and other software

Ekke Tõiv Uustalu avatar Andres Kuuse avatar
10 articles in this collection
Written by Ekke Tõiv Uustalu and Andres Kuuse
Accounting & ERP

Integrating with accounting via email

How to keep your accounting process the same while making approvals easier.
Andres Kuuse avatar
Written by Andres Kuuse
Updated over a week ago

Directo integration

How to sync data between Planyard and Directo
Andres Kuuse avatar
Written by Andres Kuuse
Updated over a week ago

QuickBooks integration

How to keep Planyard in sync with QuickBooks
Ekke Tõiv Uustalu avatar
Written by Ekke Tõiv Uustalu
Updated over a week ago
Accounting - Xero

Xero integration overview

How to keep Planyard in sync with Xero
Andres Kuuse avatar
Written by Andres Kuuse
Updated over a week ago

Setting up the Xero integration with Planyard

Ekke Tõiv Uustalu avatar
Written by Ekke Tõiv Uustalu
Updated over a week ago

Xero - What does this integration do?

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Written by Ekke Tõiv Uustalu
Updated over a week ago

Xero - Assigning accounting accounts to budget line-items

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Written by Ekke Tõiv Uustalu
Updated over a week ago
Email

Chrome Extension for Gmail, Yahoo and others

How to upload documents from your web email clients to Planyard
Andres Kuuse avatar
Written by Andres Kuuse
Updated over a week ago

Microsoft Outlook Add-In

How to install and use Outlook Add-In
Andres Kuuse avatar
Written by Andres Kuuse
Updated over a week ago

Forwarding files to Planyard via email

Sending invoices and other documents to Planyard via email for later processing
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Written by Andres Kuuse
Updated over a week ago
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