Integrations

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.

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How to add a 3rd party integration

Step 1: Navigate to the Integrations section

1. In the left-hand menu, go to Developers > Integrations.

Step 2: Choose a 3rd Party Platform

1. From the displayed options, select the accounting software you wish to integrate:

   • Xero

   • Sage

   • QuickBooks

   • Zoho Books

   
2. 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.

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Advanced Integrations

For advanced users or developers, Kwik offers a comprehensive API to support custom integrations and automation of various processes.

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Need Help?

If you encounter any issues or have questions, our support team is here to assist.

Support Email: [email protected]