References, integration notes, and migration paths.

This section is filling in. What follows is what exists today and what each piece covers — written for the person who will actually have to connect something.

Book a demo Go to the references

Terminal strip

Strip
Connection points
Terminals
6
Status
Written references on request
  1. 1REST API gatewayOn request
  2. 2WebhooksOn request
  3. 3QuickBooks Online syncOn request
  4. 4Migrating from another PSAOn request
  5. 5Mobile buildsOn request
  6. 6Security postureOn request
Each terminal links to its note below, where you can request the written reference.

Integration references: API, webhooks, QuickBooks and migration

Full written documentation is still being published. If you need a specific reference before it lands here, ask on a demo and we will send it directly.

  1. REST API gateway

    Endpoints under /api/v1/* with API-key authentication and RFC 7807 problem-detail errors. Built so third parties integrate properly instead of screen-scraping.

    On request

    Request this reference

  2. Webhooks

    HMAC-signed, with exponential-backoff retry, so a receiver that is briefly down does not silently lose events.

    On request

    Request this reference

  3. QuickBooks Online sync

    Connection setup, chart-of-accounts category mapping, income and COGS account bundles, and how the mirror-and-store tax model works.

    On request

    Request this reference

  4. Migrating from another PSA

    The migration console imports your existing records by CSV, tracking provenance on what it brings across so you can tell imported records from native ones.

    On request

    Request this reference

  5. Mobile builds

    iOS and Android builds come from the same codebase as the web and desktop clients. Access is via a TestFlight guide today rather than a public app-store listing.

    On request

    Request this reference

  6. Security posture

    Row-level tenant isolation, session-token TTL with refresh rotation and theft detection, rate limiting, encryption at rest for tax IDs, and invitation-based activation.

    On request

    Request this reference

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