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Integrations & API

Module: Settings | Platform: Web

Appello provides several integration points — Twilio for SMS, accounting software connections, and an API credential system for external applications.

Access these from three separate Settings screens:

  • Settings → Integrations — Twilio SMS
  • Settings → Accounting Integrations — Accounting software
  • Settings → API Credentials — OAuth / API keys

Integrations (Twilio SMS)

Integrations — connected services including accounting, payroll, and communication tools

Configure Twilio to enable SMS notifications for your Appello instance.

FieldDescription
Twilio Account SIDYour Twilio account identifier.
Twilio Auth TokenAuthentication token from the Twilio Console.
Twilio Phone NumberThe Twilio phone number that sends SMS.
Test Twilio IntegrationEnter a phone number and click Test to verify the integration.

Usage counters show SMS volume for the current year, month, and day.


Accounting Integrations

Accounting Integrations — QuickBooks and Sage connection settings with sync status

Connect Appello to your accounting software for invoice and financial data synchronization.

Select from supported platforms using the dropdown. Once connected, configure sync settings, customer/vendor mapping, and GL account mapping.


API Credentials

API Credentials — API keys and authentication tokens for third-party integrations

Manage OAuth applications and API keys for external integrations.

ColumnDescription
NameLabel for the API credential.
Client ID (API Key)The unique identifier for API authentication.
StatusActive or disabled.
CreatedDate the credential was created.
ActionsEdit or Disable the credential.

Create API Credential — generate a new OAuth app or API key for external systems to authenticate with Appello.