Setup guides
Setup guides
Short, plain-English walkthroughs for granting read-only access and creating API keys across the tools your business already runs. Send one to a teammate and the job gets done in minutes.
Read-only access guides
Step-by-step guides for granting a consultant secure, read-only access to your business systems, so they can see how your data flows without being able to change anything.
Give read-only access to XeroGive read-only access to Xero Practice ManagerGive read-only access to IgnitionGive read-only access to FYIGive read-only access to ClassGive read-only access to BGL CAS 360Give read-only access to Content SnareGive read-only access to ZapierGive read-only access to ServiceM8Give read-only access to ServiceM8 PayGive read-only access to monday.comGive read-only access to PandaDocGive read-only access to TypeformGive read-only access to Google Workspace (shared inbox)
API key guides
Step-by-step guides for creating API keys and developer credentials for your business systems, so tools can be connected safely.
Create an API key for XeroCreate an API key for TypeformCreate an API key for monday.comCreate an API key for StripeCreate an API key for IgnitionCreate an API key for ServiceM8Create an API key for PandaDocCreate an API key for Google WorkspaceCreate an API key for BGL CAS 360Create an API key for Content SnareCreate an API key for Xero Practice ManagerCreate an API key for FYI
Not sure which access we need?
Book a free assessment and we will map exactly which systems to connect and how.