Integrations Help Guide

Why a bill can fail to reach Xero, MYOB or QuickBooks Online, the email you get, and how to retry it on a date you choose.

Keep each applicant's Accredo Bank Account Number and Microsoft Nav Vendor ID, and export an approved payment batch as an Accredo import file.

Choose the AI capabilities your organisation uses, control what the model may see, review every AI output in the decision log, and copy your privacy statement.

Create credentials so another system can read or change your organisation's records through the Backed API, choose their scopes, and delete them.

Turn on the Australian and New Zealand business and charity registers, choose whose access is used, and map what a register holds to your form fields.

What to check before milestones start creating bills in Xero, MYOB or QuickBooks Online.

What to check before your identity provider, other systems and AI assistants connect to Backed.

Let Administrators connect an AI assistant, such as Claude, to read your organisation's outcomes, and approve or revoke the assistants that connect.

Keep a CRM or data warehouse in step with your applicants and Applications through the API, with one credential per integration and no connector to install.

Find the Backed API's reference, guides, event catalogue and changelog on the developer site, and fetch the OpenAPI document to generate a client.

Short answers about single sign-on, API credentials, AI assistants, accounting systems and the integration log.

Send each applicant's contact details to your FundraiserOne as a Contact, once Backed's team has switched the integration on for your organisation.

See what your connected integrations have sent and received, and whether each exchange succeeded.

The ways Backed connects to the systems you already use, and where to set each one up.

See whether a milestone's bill reached your accounting system, open the bill, retry a failed sync or exempt the milestone.

Connect a MYOB company file, enter its own sign-in if it has one, test or disconnect the connection, and choose the account code, sync points and sync error email.

Read ten of your organisation's record types into Power BI, Excel or a data warehouse through a standard OData v4 feed, with filters, paging and change tracking.

Connect your organisation to QuickBooks Online, test or disconnect the connection, choose the account, class, customer and sync points, and see what each bill carries.

Pull applications, funding rounds, applicants, contracts and milestones into Power BI or another analytics tool through the API, with a Power Query sample and a scheduled refresh.

Let your people sign in with your identity provider over SAML 2.0 or OpenID Connect, test the connection, and require SSO with SSO-only mode.

Post notifications to a Microsoft Teams channel, such as each submitted application, by connecting a Teams workflow's webhook address.

Send your organisation's events to your own systems as they happen, check each delivery, and replay or test one.

Create and approve milestones, mark payment batches paid, record contract statuses, and upload and attach files from another system through the Backed API.

Create and update registrations, move applications, add notes and tags, and assign assessors from another system through the Backed API.

Connect your organisation to Xero, test or disconnect the connection, and choose the account code, tracking category, sync points and sync error email.