Use this guide to connect external systems such as Dashpivot, Xero, and QuickBooks in Flowsite so data can flow between platforms for automated workflows. The steps apply to setting up system connections within a Flowsite workspace.
Prerequisites
Before you begin make sure you have the following:
Plan: Standard
Skills Required: Flowsite
Device Type: Computer
Subscription: Flowsite
Step-by-Step Instructions
Login to Flowsite
Select Connections from the top navigation.
Scroll down the page to view the available system integrations.
Select Connect under the relevant system.
Enter your login details for the external system when prompted.
Confirm the connection once authentication is complete.
View the connected system in the Connections table.
This table details all the current connections made with Flowsite including the System Name, Status of Connection & Actions
In the Actions column, you can click to Remove the Connection, if required.