Integrations & Extensions

Integrate Planyard with email, accounting and other software

6 articles in this collection
Written by Meelis Ojasild

Accounting & ERP

Integrating with accounting via email

How to keep your accounting process the same while making approvals easier.

Written by Meelis Ojasild
Updated over a week ago

Directo integration

How to sync data between Planyard and Directo

Written by Meelis Ojasild
Updated over a week ago

Xero integration

How to keep Planyard in sync with Xero

Written by Meelis Ojasild
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 Meelis Ojasild
Updated over a week ago

Microsoft Outlook Add-In

How to install and use Outlook Add-In

Written by Meelis Ojasild
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 Meelis Ojasild
Updated over a week ago