Integrations & Extensions

Integrate Planyard with email, accounting and other software

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.

Written by Andres Kuuse
Updated over a week ago

Directo integration

How to sync data between Planyard and Directo

Written by Andres Kuuse
Updated over a week ago

QuickBooks integration

How to keep Planyard in sync with QuickBooks

Written by Ekke Tõiv Uustalu
Updated over a week ago

Accounting - Xero

Xero integration overview

How to keep Planyard in sync with Xero

Written by Andres Kuuse
Updated over a week ago

Setting up the Xero integration with Planyard

Written by Ekke Tõiv Uustalu
Updated over a week ago

Xero - What does this integration do?

Written by Ekke Tõiv Uustalu
Updated over a week ago

Xero - Assigning accounting accounts to budget line-items

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

Written by Andres Kuuse
Updated over a week ago

Microsoft Outlook Add-In

How to install and use Outlook Add-In

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

Written by Andres Kuuse
Updated over a week ago