You can integrate with other apps such as time and attendance, accounting, etc. with Paybooks. This integration can automate the data flow between these systems, eliminating the need for manual data entry and reducing the risk of errors.


There are two steps:

  1. Set up the App for the integration
  2. Integrate the App to Paybooks


1. Set up the app for Paybooks Integration

  • The client submits a request to the Support team.
  • Tech team to confirm if the app can be integrated with Paybooks.
  • Feasibility and Cost details are informed to the client.
  • On client confirmation, a ticket is raised with tech to proceed with the Integration.
  • Once integrated the app can be viewed under TransactionsàIntegrations, Ad OnsàIntegrations.

 

2. Integrate the app into Paybooks

On the home page click “Transaction”

Scroll down to “Integrations, Add Ons”

Click “Integrations”

 

The configured "Apps" will be displayed. Enable the radio button against the apps you wish to integrate.

Click "My Integrations”, and the integrated apps will be displayed.