Connecting/Adding Data to Custom Integration

MakersHub custom integration supports spreadsheet-based import/export workflows for Accounting/ERP Systems without API access.

Setup Connection

Go to your name in the upper right corner > Integrations > click Connect next to the Custom Integration tab. Then click create a custom integration connection.

Adding your Data

To add data such as the Chart of Accounts, go to the Integration Data tab and click the Stack Icon.

Select the data type you wish to add, then drag and drop or click to upload the data that you exported from your current system. See the example templates section below for sample data sets.

Data Types Supported

Customer / Project

Supplier / Vendor

Chart of Accounts

Accounting Classes

Items

Purchase Orders / Item Receipts

Once the file is selected, you can match the file headers to the corresponding data fields in MakersHub. When finished, select Import Data.

Note: The names in green represent the headers from your Excel sheet, and the dropdowns below allow you to match each header to the corresponding data field in MakersHub.

To reset the mapping on the columns you can select the red circle on the top left. Note: Your mappings will be saved for the next import.

You can check the data uploaded by going to the corresponding drop down in the Integration Data tab.

Example Templates

Troubleshooting

If you need to remove the data because of an error uploading or wrong data selected you can click the circle icon next to the name and delete the data.