> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.tabs.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.tabs.com/_mcp/server.

# Integrations

**Integrations** connect Tabs to the systems you already use — CRM, ERP, payment processors, tax providers, and e-signature platforms. Tabs sits in the middle of your revenue stack: data flows in from sales and contracts, and billing, payments, and journal entries flow out to your ERP.

## Role in Tabs

Most integration behavior is documented in the workflow sections where it applies — customers sync in [Customers](/customers), contracts in [Contracts](/contracts), invoices in [Billing](/billing), payments in [Collections & Payments](/collections-payments), and journal entries in [Revenue](/revenue).

This section provides the **integration architecture** and **ERP setup reference** that spans those workflows.

## Integration landscape

```mermaid
flowchart LR
  CRM["CRM\nHubSpot · Salesforce"]
  ESign["E-sign\nDocuSign · PandaDoc"]
  Tabs["Tabs"]
  ERP["ERP"]
  Pay["Payments\nStripe · Plaid"]
  Tax["Tax\nAnrok · Avalara · Sphere"]

  CRM <--> Tabs
  ESign --> Tabs
  ERP <--> Tabs
  Pay <--> Tabs
  Tax <--> Tabs
```

| Category    | Systems                                           | Documented in                                                                        |
| ----------- | ------------------------------------------------- | ------------------------------------------------------------------------------------ |
| CRM         | HubSpot, Salesforce                               | [Customer Ingestion](/customer-ingestion), [Contract Ingestion](/contract-ingestion) |
| E-signature | DocuSign, PandaDoc                                | [Contract Ingestion](/contract-ingestion)                                            |
| ERP         | QuickBooks Online, NetSuite, Sage Intacct, Rillet | [ERP & Account Mapping](/erp-account-mapping)                                        |
| Payments    | Stripe, Plaid                                     | [Payments & Integrations](/payments-integrations)                                    |
| Tax         | Anrok, Avalara, Sphere                            | [Invoices & Integrations](/billing-invoices), [Set Up Tax](/tax)                     |

Tabs is the **source of truth** for invoices. Changes made directly in your ERP to invoices do not sync back to Tabs.

## Explore integrations

#### [Integration Overview](/integration-overview)

Data flow, integration categories, setup models, and programmatic access.

#### [ERP & Account Mapping](/erp-account-mapping)

Connect your ERP, sync behavior, integration items, and troubleshooting.