Integrations home
The ways Backed connects to the systems you already use, and where to set each one up.
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Backed connects to other systems in seven ways. Each is set up by an Administrator under
Settings > Profile and terms: single sign-on, the API, MCP and the business and charity registers each
on a tab of their own, and Slack, Microsoft Teams and your accounting system each in a section of
the Details tab.
Single sign-on
Let your people sign in with your identity provider, such as Microsoft Entra ID, Okta or Google Workspace, over SAML 2.0 or OpenID Connect, and require it with SSO-only mode. See Single sign-on.
The Backed API
Create credentials so another system can reach your organisation's data through the Backed API. See API access. The reference, guides and OpenAPI document for developers are on the developer site: see Developer documentation.
Power BI and other reporting tools
Feed a Power BI dataset, or another reporting tool's, from the Backed API: a credential named for the tool, a token, and every application read page by page on each scheduled refresh. Power BI pulls; Backed sends nothing and offers no connector, so a dashboard is as current as its last refresh. See Reporting feed for analytics tools.
Or point Power BI, Excel or a data warehouse loader at your organisation's OData feed: ten record
types, read with filters, 1,000-row pages and change tracking, under one credential with the
Read reporting feed scope. See OData feed for BI tools and data warehouses.
AI assistants (MCP)
Let Administrators connect an AI assistant, such as Claude, to read your organisation's outcomes. See Connect an AI assistant with MCP.
Slack
Post notifications to a Slack channel, such as each submitted application. Connect it from the
Slack section of Settings > Profile and terms; see
Organisation settings.
Microsoft Teams
Post the same notifications to a Microsoft Teams channel, beside Slack or instead of it. Connect it
from the Microsoft Teams section, under Slack, with the webhook address of a Teams workflow; see
Connect Microsoft Teams.
Business and charity registers
Look an applicant's ABN, NZBN or charity number up in the Australian and New Zealand registers,
and fill form answers from what the register holds. Turn each register on from the Registers tab
of Settings > Profile and terms; see Business and charity registers.
Accounting: Xero, QuickBooks Online and MYOB
Create a bill in your accounting system for each milestone, at the sync point you choose, and
bring the payments made against those bills back into Backed each night. Your organisation
connects one accounting system at a time, from its section of Settings > Profile and terms; see
Xero, QuickBooks Online or MYOB, and
Milestone accounting for what each milestone shows.
Integration logs
See what your connected integrations have sent and received, filter it by integration, outcome and date, and open each entry's details. See Integration logs.
This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.
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