Integration Workflows

Taskr supports comprehensive integrations with banking providers, accounting systems, and data import tools to streamline your business operations.

Available Integrations

Bank Sync

Connect bank accounts via Plaid, GoCardless, or Teller for automatic transaction sync

Accounting Sync

Bidirectional sync with QuickBooks Online and Xero

Data Import

Import customers, assets, and invoices from CSV/Excel files

Calendar Sync

iCalendar feeds for job scheduling integration

Integration Architecture

Common Patterns

OAuth Connection Flow

All integrations follow a standard OAuth 2.0 flow:

Initiate Connection

User clicks “Connect” button, triggering OAuth redirect to provider

Authorization

User authorizes Taskr in the provider’s interface

Token Exchange

Taskr exchanges auth code for access/refresh tokens

Initial Sync

Background job syncs all historical data

Webhook Registration

Taskr registers for real-time updates (if supported)

Sync Patterns

Pattern	Description	Use Case
Push Sync	Taskr → External System	When data changes in Taskr
Pull Sync	External System → Taskr	Scheduled daily sync
Webhook Sync	Real-time updates	Immediate notification of changes
Reconciliation	Compare and fix	Detect/resolve discrepancies

Error Handling

All integrations implement consistent error handling:

// Retry with exponential backoff
const MAX_RETRIES = 3;

// Disconnect on persistent failures
if (consecutiveFailures >= MAX_RETRIES) {
  await disconnectIntegration(integrationId, "Too many failures");
  await notifyTeamOwner(teamId, "Integration disconnected");
}

// Log all sync events for debugging
await logSyncEvent({
  integrationId,
  status: "error",
  error: error.message,
  retryCount: currentRetry,
});

Integration Status

Integration	Status	Sync Type	Webhook Support
Plaid	✅ Active	Bidirectional	✅ Yes
GoCardless	✅ Active	Pull Only	✅ Yes
Teller	✅ Active	Pull Only	✅ Yes
QuickBooks	✅ Active	Bidirectional	✅ Yes
Xero	✅ Active	Bidirectional	✅ Yes
CSV Import	✅ Active	One-way	N/A
Excel Import	✅ Active	One-way	N/A

Key Files

Component	Location
Banking Providers	`packages/workbooks-engine/src/providers/`
Accounting Providers	`tocld-core/packages/integrations/src/accounting-providers/`
Sync Jobs	`packages/workbooks-jobs/src/tasks/bank/sync/`
Webhooks	`apps/workbooks-api/src/rest/webhooks/`
OAuth Flows	`apps/workbooks-api/src/rest/auth/`
Import Actions	`apps/workbooks-dashboard/src/actions/csv-import/`

Security Considerations

All OAuth tokens are encrypted at rest and never exposed to the frontend.

Token Storage: Encrypted in database with AES-256
Token Refresh: Automatic refresh before expiration
Scope Limitation: Request only required permissions
Webhook Verification: HMAC signature validation
Rate Limiting: Provider-specific rate limits respected

Developer - Overview

Core Workflows

Billing & Subscriptions

Integrations

Team Management

Onboarding Wizards

Reference

Available Integrations

Bank Sync

Accounting Sync

Data Import

Calendar Sync

Integration Architecture

Common Patterns

OAuth Connection Flow

Sync Patterns

Error Handling

Integration Status

Key Files

Security Considerations

​Available Integrations

Bank Sync

Accounting Sync

Data Import

Calendar Sync

​Integration Architecture

​Common Patterns

​OAuth Connection Flow

​Sync Patterns

​Error Handling

​Integration Status

​Key Files

​Security Considerations

Available Integrations

Integration Architecture

Common Patterns

OAuth Connection Flow

Sync Patterns

Error Handling

Integration Status

Key Files

Security Considerations