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Integrations

Connect Taskr with your existing business tools. Sync accounting data, import bank transactions, connect calendars, and automate workflows.
Access: Owners and Admins can manage integrations. See Role Definitions for details.

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Overview

Taskr integrates with popular business applications:

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Accessing Integrations

  1. Go to Apps & Integrations
  2. Or navigate directly to /apps

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Accounting Integrations

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QuickBooks Online

Sync customers, invoices, and payments with QuickBooks. What syncs: To connect QuickBooks:
  1. Go to Apps > QuickBooks
  2. Click Connect
  3. Log in to your QuickBooks account
  4. Authorize Taskr access
  5. Select your QuickBooks company
  6. Configure sync settings
  7. Click Save
Sync settings:

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Xero

Sync your accounting data with Xero. What syncs: To connect Xero:
  1. Go to Apps > Xero
  2. Click Connect
  3. Log in to your Xero account
  4. Select your organization
  5. Authorize Taskr access
  6. Configure sync settings
  7. Click Save

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Mapping Accounts

For accurate financial reporting, map Taskr categories to your chart of accounts:
  1. Go to the integration settings
  2. Click Account Mapping
  3. Match Taskr categories to accounting accounts
  4. Set default tax codes
  5. Save your mappings

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Banking Integrations

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Bank Feeds

Import transactions directly from your bank accounts. Supported connection methods: To connect a bank:
  1. Go to Settings > Bank Connections
  2. Click Add Bank
  3. Search for your bank
  4. Enter your online banking credentials
  5. Select accounts to connect
  6. Click Connect
Transaction matching: Taskr automatically matches imported transactions:

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Plaid Integration

For US banks, Plaid provides secure account linking:
  1. Go to Settings > Bank Connections
  2. Click Connect with Plaid
  3. Select your institution
  4. Log in with your bank credentials
  5. Choose accounts to link
  6. Confirm the connection

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Calendar Integrations

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Google Calendar

Sync job schedules with Google Calendar. What syncs: To connect Google Calendar:
  1. Go to Apps > Google Calendar
  2. Click Connect
  3. Sign in to Google
  4. Select calendars to sync
  5. Configure sync preferences
  6. Click Save

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Outlook Calendar

Sync with Microsoft 365 calendars. To connect Outlook:
  1. Go to Apps > Outlook
  2. Click Connect
  3. Sign in to Microsoft
  4. Authorize Taskr
  5. Select calendars
  6. Configure sync settings
  7. Click Save

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Calendar Sync Options

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Payment Integrations

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Stripe

Accept online payments from customers. To connect Stripe:
  1. Go to Apps > Stripe
  2. Click Connect
  3. Create or log in to Stripe account
  4. Authorize the connection
  5. Configure payment settings
Payment features:

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GoCardless

Set up direct debit payments for recurring billing. To connect GoCardless:
  1. Go to Apps > GoCardless
  2. Click Connect
  3. Create or log in to GoCardless
  4. Authorize Taskr
  5. Set up payment mandates

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Managing Connections

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Viewing Connected Apps

  1. Go to Apps & Integrations
  2. View all connected applications
  3. Status indicators show connection health

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Sync Status and History

For each integration:
  1. Click the integration card
  2. View Sync Status tab
  3. See last sync time and results
  4. Review sync history and errors

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Triggering Manual Sync

  1. Go to the integration settings
  2. Click Sync Now
  3. Wait for sync to complete
  4. Review results

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Disconnecting an Integration

  1. Go to the integration settings
  2. Click Disconnect
  3. Confirm the disconnection
  4. Data already synced remains in both systems

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Troubleshooting Integrations

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Connection Failed

  1. Check your login credentials
  2. Ensure the service is not experiencing outages
  3. Verify your subscription includes the integration
  4. Try disconnecting and reconnecting

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Sync Errors

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Data Mismatch

  1. Check sync direction settings
  2. Review conflict resolution rules
  3. Compare records in both systems
  4. Manually correct if needed

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Tips for Integrations

  • Start with one integration at a time to understand data flow
  • Test with a few records before enabling auto-sync
  • Review sync logs regularly for errors
  • Keep integration credentials secure
  • Document your account mappings
  • Disconnect unused integrations to reduce complexity

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Security Considerations

All integrations use secure authentication: You can revoke access at any time by disconnecting the integration.
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