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Integrations

CoPortal connects to your accounting software, automation tools, and enterprise ERP systems. All integrations are managed from Settings → Integrations.

Import preview (Xero / QuickBooks / Sage)

Before importing contacts from any accounting integration, CoPortal shows a preview modal so you can see exactly what will happen. Each row is tagged:

  • •New — not in CoPortal yet, will be created
  • •Duplicate email — already exists in your CoPortal clients (will be skipped unless you explicitly select it)
  • •Linked — already linked to a CoPortal client via the external ID

A read-only field-mapping table shows how external fields map to CoPortal fields (name, email, phone, billing address). Tick the rows you want to import and confirm.

Per-integration auto-sync & sync-as-draft

Each accounting integration has two independent toggles on the Integrations page:

  • •Auto-sync — when on, invoices sync automatically on send or status change
  • •Sync as draft — when on, invoices post as drafts in the accounting software so you can review before sending (off means they post as approved/sent)

Flags are per-provider, so you can (for example) auto-sync Xero but keep QuickBooks manual, or push Sage as draft while Xero goes straight to approved.

Xero Studio+

Sync invoices directly to Xero with one click from the invoice editor. CoPortal creates or updates contacts and invoices automatically.

Once connected via OAuth, a Sync to Xero button appears on any sent or paid invoice. The client is created as a Xero contact if they don't already exist.

  • •Invoice number, line items, VAT rate, and due date are all carried over
  • •Subsequent syncs update the existing Xero invoice — no duplicates
  • •The Xero invoice ID and last synced timestamp are stored on the CoPortal invoice
  • •Sync is one-way — CoPortal pushes to Xero, not the other way around
  • •Import preview (status pills: new / duplicate / linked) before committing contacts
  • •Per-integration auto-sync and sync-as-draft toggles

To connect: go to Settings → Integrations, click Connect Xero, and complete the OAuth flow.

QuickBooks Online Studio+

Same workflow as Xero — once connected, sync invoices one-click from the invoice editor. Customers are auto-created in QuickBooks if they don't exist.

  • •Matches to an existing QuickBooks customer by name or creates a new one
  • •Line items, VAT, and totals are pushed exactly as shown on the CoPortal invoice
  • •The QuickBooks invoice ID and sync timestamp are stored on the record
  • •Import preview before committing customers (new / duplicate / linked status)
  • •Per-integration auto-sync and sync-as-draft toggles

To connect: go to Settings → Integrations, click Connect QuickBooks, and follow the OAuth flow.

Sage Business Cloud Accounting Agency+

Sync invoices and contacts to Sage Business Cloud Accounting — the cloud accounting platform widely used in South Africa and the UK.

Connecting Sage

Go to Settings → Integrations and click Connect Sage. You'll be redirected to Sage to authorise CoPortal access. After authorising, you're returned to CoPortal with the connection active.

Syncing invoices

Once connected, a Sync to Sage button appears on sent and paid invoices. On sync:

  • •The client is created as a Sage contact if they don't already exist — or matched by name
  • •VAT is applied using the 15% South African standard rate (fetched from your Sage tax settings)
  • •Line items, due date, and invoice reference are all included
  • •Subsequent syncs update the existing Sage invoice

Importing contacts

Click Preview import on the Sage card to open the preview modal. Each Sage contact is tagged as new, duplicate email, or linked — tick the rows you want to import and confirm. Per-integration auto-sync and sync-as-draft toggles are also available on the Sage card.

Important: Sage's OAuth tokens are scoped to a single business. If your Sage account has multiple companies, you'll need separate CoPortal workspaces for each.

Microsoft Business Central Enterprise

Business Central is Microsoft's ERP platform for mid-size businesses. The CoPortal integration syncs invoices and customers over the Business Central OData API.

Connecting Business Central

Go to Settings → Integrations and click Connect Business Central. You'll authenticate via Microsoft (Azure AD). CoPortal automatically discovers your Business Central environments and companies — the first production environment and company are selected by default.

To switch environments or companies: click Change company on the Business Central card.

Syncing invoices

A Sync to Business Central button appears on invoices once connected. On sync:

  • •The client is created as a BC customer if not already present — or matched by email
  • •The invoice header is created first, then each line item is posted as a nested resource
  • •The Business Central invoice ID and sync timestamp are stored on the CoPortal record

Importing customers

Click Import BC Customers to bulk-import your Business Central customer list into CoPortal. Existing clients matched by email are skipped.

Note: Business Central requires an Enterprise plan. The integration authenticates via your organisation's Azure AD tenant — your IT administrator may need to grant admin consent for the CoPortal application the first time.

Zapier Agency+

Connect CoPortal to 6,000+ apps through Zapier — no code required. Use CoPortal as a trigger (something happens in CoPortal → do something in another app) or as an action (something happens in another app → do something in CoPortal).

Connecting Zapier

From Settings → Integrations, click the Zapier card to open the Zapier integration page. You'll need a CoPortal API key — generate one from Settings → API Keys. Enter it in Zapier when prompted.

Available triggers

New invoice createdFires when any invoice is created in CoPortal
Invoice paidFires when an invoice status changes to Paid
New client addedFires when a client record is created
New project createdFires when a project is created (includes client name)
Quote acceptedFires when a proposal is accepted by a client
New lead addedFires when a new lead is added to the CRM pipeline

Available actions

Create clientAdds a new client to CoPortal (deduplicates by email)
Create invoiceCreates a draft invoice with line items (finds or creates client by email)

Example Zaps

  • •New CoPortal invoice → create row in Google Sheets
  • •Invoice paid → send Slack message to your team channel
  • •New Typeform submission → create CoPortal lead
  • •Quote accepted → send congratulations email via Gmail
  • •New CoPortal client → add contact to Mailchimp audience

Single Sign-On (SSO) Enterprise

Enterprise workspaces can require team members to log in using your organisation's identity provider — Google Workspace, Microsoft Entra ID (Azure AD), or any SAML 2.0-compatible IdP.

How it works

When SSO is configured for your domain (e.g. yourcompany.com), anyone signing in with that email domain is automatically redirected to your identity provider. After authenticating there, they're returned to CoPortal with their session established.

Setting up SSO

Go to Settings → Integrations → Single Sign-On. Enter your company domain and select your provider:

  • •Google Workspace — uses Google OAuth. No additional configuration required.
  • •Microsoft / Entra ID — uses Microsoft OAuth. Your Azure AD tenant must allow external OAuth apps.
  • •SAML 2.0 — paste your IdP's metadata URL. Contact support to complete SAML setup as it requires configuration on the Supabase Auth layer.
Note: SSO is an Enterprise-only feature. Contact hello@coportal.io to discuss your setup requirements before configuring SAML.

What syncs across all accounting integrations

Invoice numberCarried over as the reference number
Client name & emailMatched to existing contact or created
Line itemsEach item with description, quantity, and unit price
VAT / GSTApplied at the rate set on the CoPortal invoice
Due dateIf set
Invoice statusDraft in CoPortal → Awaiting Payment in accounting software

General notes

  • •All accounting syncs are one-way — CoPortal pushes to the accounting software, not the other way
  • •Marking an invoice paid in CoPortal does not update the status in your accounting software — do that separately
  • •OAuth tokens can expire. If a sync fails, reconnect the integration from the Integrations settings page
  • •You can sync the same invoice multiple times — subsequent syncs update the existing record
  • •Connection tokens are encrypted at rest using AES-256-GCM

Related

Invoices →Payments & Paystack →Plans & billing →