Integrations
Connect the systems you already run.
This is what Sourcebook connects to today. If a system can export its data, Sourcebook can take it in.
Connected today
ADP
Payroll and workforce files.
QuickBooks
Books, bills, and bank activity.
Xero
Accounting and reports.
Sage
ERP, ledger, and payables.
Shopify
Orders, products, and customers.
Square
Sales and payments.
Excel / Google Sheets
Spreadsheets and workbooks.
Homebase
Schedules and timesheets.
Anything else
Systems we have not listed
Most businesses run at least one tool that is not in the catalog. The way it comes in is the same every time.
01
You send an export
Whatever the system already produces. A CSV or an Excel file is enough.
02
We map it once
We match its columns to your locations, people, vendors, and accounts, then save that mapping.
03
It keeps loading
The next file with the same layout is recognized and loaded without setup.
Staying current
As up to date as each system allows
We do not claim real time. Some systems can be read often, some once a day, some only when new data is available. We tell you what to expect for each of your sources before you go live.
Once a source is set up, new data lands in the same structure without anyone rebuilding a spreadsheet, and every figure keeps a link back to the file or record it came from.
Tell us what you run.
Send us the list of systems you use. We will tell you what Sourcebook can do with each one.