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Integrations and API

Connected apps, the REST API and the connections on the roadmap.

For: Admins

Connected apps

  • Connected apps overviewLiveBeing written

    What can connect today and what is coming soon.

  • Connect Xero or QuickBooks OnlineNeeds setupBeing written

    Sync contacts and invoices with your ledger.

  • Connect Google Drive, OneDrive or DropboxNeeds setupBeing written

    Link a client or job to a connected folder.

  • Fix match issues and sync errorsNeeds setupBeing written

    Resolve clients that did not match and retry failed syncs.

  • Import an Excel workbookJob tracker firmsBeing written

    Bring a spreadsheet tracker into BMS.

REST API

  • Register an API applicationLiveBeing written

    Create credentials and choose scopes.

  • API reference and webhooksLiveBeing written

    Contacts, work items, time entries, invoices, users and webhook subscriptions.

On the roadmap

  • SharePoint: open the client folder from BMSComing soon: Phase 2Being written

    An Open folder link on each client and job, following your folder structure.

  • Outlook tasks in To Do or PlannerComing soonBeing written

    Send BMS tasks to Outlook.

  • Google SheetsComing soonBeing written

    Connect the sheets you use alongside MYOB.

  • CAS 360: officer and shareholding changesComing soon: Phase 3Being written

    Change in BMS, partner approves, CAS 360 prepares Form 484; BMS tracks the 28-day deadline.