Tutorial

Connect integrations and push exports

Send exports to connected tools if the Integrations menu is enabled.

You will

  • Connect an integration.
  • Push an export.
  • Disconnect when finished.

1) Open Integrations

If you see Integrations in the menu, it is enabled for your workspace. Open it to see what is available.

2) Connect a tool

Choose an integration and follow the on-screen steps to connect it.

3) Push an export

From the export detail screen, use the Push action to send the export. These integrations are push-only, so data does not sync back into Receipts in Order.

4) Disconnect (optional)

If you no longer need the integration, disconnect it from the Integrations page.

You are ready

You now have a full workflow from capture to export. If you need a refresher, return to the tutorial index.