Platform Integrations
Appello connects with third-party services for accounting, communication, and API access. All integrations are configured under Settings → Integrations and can be managed by users with the appropriate permissions.
Navigation
Sidebar → Settings → Integrations
Available Integrations
| Integration | Purpose | Where to Configure | Documentation |
|---|---|---|---|
| QuickBooks Online | Sync invoices, expenses, and customers to QBO | Settings → Accounting Integrations | Accounting Connection |
| Twilio SMS | Send SMS notifications to workers (schedule changes, approvals) | Settings → Integrations | Integrations & API |
| API / OAuth Clients | Third-party API access for custom integrations | Settings → API Credentials | Integrations & API |
Integration Architecture
Appello integrations follow a consistent pattern:
| Component | Description |
|---|---|
| Connection | OAuth or API key authentication to the third-party service |
| Field Mapping | Configuration of which Appello fields map to which external fields |
| Sync Direction | Push (Appello → External), Pull (External → Appello), or Bidirectional |
| Sync Frequency | Real-time, on-demand, or scheduled |
| Error Handling | Failed syncs are logged in System Logs with details for troubleshooting |
QuickBooks Online
The primary accounting integration. Syncs:
| Data Type | Direction | Details |
|---|---|---|
| Customers | Appello → QBO | CRM companies sync as QBO customers |
| Invoices | Appello → QBO | Progress billing invoices push to QBO AR |
| Expenses | Appello → QBO | Approved AP expenses push to QBO |
| Tax Rates | QBO → Appello | Tax rates pull from QBO configuration |
See Accounting Connection for setup and troubleshooting.
API Access
Appello provides a REST API for custom integrations. API credentials are managed under Settings → API Credentials.
| Feature | Details |
|---|---|
| Authentication | OAuth 2.0 client credentials |
| Rate Limiting | Per-tenant rate limits apply |
| Endpoints | Projects, Jobs, Users, Timesheets, Schedules, Forms |
| Documentation | Available through the API Credentials page |
Related Pages
- Integrations & API Settings — Detailed configuration for all integrations
- Accounting Connection — QuickBooks setup guide
- System Logs — Monitor integration sync events and errors