Connected Applications

Connect your CostMiner to External applications such as Xero or Quickbooks

Contents

Connect Application

  1. To open the Connected Applications screen, click 'Connected Applications' on the main screen of the My Business Module.

     

  2. The Integration screen will be displayed.

     

Connect to an Application

  1. To connect to an Application, click '+ Connect'.

     

  2. Select the External Application in the drop-down menu, then click ‘Connect’

     

  3. Click ‘Next’ to authorise the selected Application.

     

  4. CostMiner will redirect you to the authorisation login for your specific application (ie Xero/Quickbooks login).

    1. Xero authorisation process

    2. Quickbooks authorisation process

Delete a Connected Application

  1. To delete a Connect Application click the checkbox next to the application that you want to remove, then click ‘Delete’.

     

  2. Click 'Delete' to delete the selected connections.


    Note: The contacts that use the connection(s) will be unlinked from the contacts in the external app(s), and you will not be able to re-link them without creating new contacts.