Overview

1. Signup and Widget Setup

Set up the basic client-facing component to get your integration started.

2. Configure your Services

Configure your accounting service provider settings in the Dashboard.

3. Create a New Connection

Sync your newly created connection with your server.

4. Make an API Call

Set up your application server to request, handle, and receive connected data.

5. Deploy in Production

Check off these recommended steps before launching your app in Production.