Integrations overview
A complete Web Service API is available to create and maintain payment instructions. Our APIs facilitate the automation of various processes, such as initiating debit orders, verifying account information, and managing e-mandates. With comprehensive documentation and support, our API integration ensures a smooth and efficient setup, allowing you to streamline your operations and enhance your workflow.
How to add a 3rd party integration
Step 1: Navigate to the Integrations section
In the left-hand menu, go to Developers > Integrations.
Step 2: Choose a 3rd Party Platform
From the displayed options, select the accounting software you wish to integrate:
Xero
Sage
QuickBooks
Zoho Books
Click on the green Select button beneath the platform's logo.
Step 3: Follow the Integration Instructions
Each platform may require specific credentials or steps to complete the integration process. Typically, you will need:
Your account login details for the selected platform.
API keys or authorisation codes (provided by the accounting platform).
The system will guide you through entering the necessary information and authorising the connection. Follow the on-screen prompts.
Step 4: Verify the Integration
Once the integration is completed, test the connection to ensure that data flows seamlessly between Kwik and the connected platform. You can perform a simple test by syncing data or initiating a sample payment instruction.
Advanced Integrations
For advanced users or developers, Kwik offers a comprehensive API to support custom integrations and automation of various processes.
Need Help?
If you encounter any issues or have questions, our support team is here to assist.
Support Email: [email protected]
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