Set up integrations
Connect calendar and accounting tools to streamline your workflow.
Available integrations
Connect these external services:
- Google Calendar – sync appointments and project deadlines
- Zoho Books – automatic accounting and financial sync
- More integrations coming soon
Access integrations
- Click your avatar/initials in the top-right corner.
- Select Company Settings from the dropdown.
- Go to the Integrations tab.
Google Calendar setup
Sync your calendar to see appointments alongside projects:
- In the Integrations tab, find Google Calendar.
- Click Connect.
- Choose your Google account and Allow permissions.
- Select sync preferences:
- Share platform events with Google – project deadlines appear in calendar
- Show Google events in platform – see appointments in project timelines
- Click Save.
Calendar benefits:
- Never miss project deadlines
- See availability when scheduling
- Coordinate team schedules
Zoho Books setup
Automatically sync financial data:
- Find Zoho Books in the Integrations tab.
- Click Connect and sign in to your Zoho account.
- Grant permissions for data access.
- Choose which data to sync:
- Customers and invoices
- Expenses and transactions
- Chart of accounts
- Save your preferences.
Accounting benefits:
- Automatic invoice creation
- Expense tracking sync
- Real-time financial reporting
- Eliminate double data entry
Integration troubleshooting
Connection failed:
- Check your login credentials
- Ensure you have admin access to the external service
- Try disconnecting and reconnecting
Data not syncing:
- Allow 5-10 minutes for initial sync
- Check integration permissions
- Verify the external service is working
Managing integrations
- Disconnect – removes the integration but keeps existing data
- Reconnect – refreshes the connection if issues occur
- Sync status – shows last successful sync time
Tips
- Set up Google Calendar first for immediate scheduling benefits
- Zoho Books requires a paid Zoho subscription
- Some features may require specific permission levels