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Integrations

Integrations

Set up our Xero Integrations to pre-populate your templates and link your client data

Xero Practice Manager Integration

How do I structure SuiteFiles to work with my Groups in Xero Practice Manager (XPM) ?

Setting up the Xero Practice Manager Integration

Using the Xero Practice Manager and SuiteFiles Integration

Recommended Folder Structure When Using Xero Practice Manager

Bulk Folder Generation: How to Import Client Data from XPM

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WorkflowMax Integration

Using the WorkflowMax and SuiteFiles Integration

Setting up the WorkflowMax integration

SuiteFiles WorkflowMax Integration Training

WorkflowMax Merge Fields for Templates

Xero Tax Integration

Setting up the Xero Tax integration

Printing Tax Returns to SuiteFiles

Xero Workpapers Integration

Download workpapers from Xero to SuiteFiles

FuseDocs

Getting Started with the SuiteFiles x FuseDocs (FuseWorks) Integration

OneDrive

SuiteFiles x OneDrive integration guide

GreatSoft Integration

Setting up the MYOB Practice Management/GreatSoft Integration

MYOB Practice Management/GreatSoft Merge Fields for Templates

Karbon Integration

Setting up the Karbon integration

Karbon Integration in SuiteFiles

Using SuiteFiles in Karbon

How to Sync your Karbon Storage with SuiteFiles

SuiteFiles Karbon Integration Training

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QuickBooks Online Integration

QuickBooks Online Merge Fields for Templates

Setting up the QuickBooks Online Integration

Hubspot Integration

SuiteFiles Hubspot integration