Supported accounting integrations

Article author
Aleks Petrovic
  • Updated

Uptick supports a continuously expanding range of accounting integrations to support your business. Below is a list of currently supported integrations and those that will be supported in the future.

Currently supported

To learn more about setting up and configuring your accounting integrations, click on the accounting partner you use below for instructions on your specific integration.

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Planned support in future updates

  • Sage 50

Synchronising data

All of our accounting integrations is the synchronisation of the following 4 records. (Some integrations support additional synchronisations, which you can learn about by reading the help article for your particular accounting partner)

  • BillingCards
  • Suppliers 
  • Invoices 
  • Purchase Order Bills 

How data syncs between the accounting partner and Uptick

When new records for bills, invoices and billing cards are created in Uptick they will be created in the accounting system, or link to existing ones. Once these records are linked, the data syncs strictly from the accounting system into Uptick. This means that after linking the changes that need to made to these records must be done in the accounting partner instead of Uptick.

Data pushed to the accounting system updates the accounting system in real-time, and will also send back information to Uptick immediately (i.e. Invoice number).

Syncing Frequency

All recent changes made in the accounting system are synced back to Uptick on a schedule, generally a nightly basis. Users are able to trigger more immediate syncs in the following ways:

 

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