> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.tabs.com/integrations/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 [Payments](/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\nTabs Pay · Stripe · 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, Campfire, Rillet | [Connecting QuickBooks](/connecting-quickbooks), [Connecting NetSuite](/connecting-netsuite), [Connecting Sage Intacct](/connecting-sage-intacct), [Connecting Campfire](/connecting-campfire), [Connecting Rillet](/connecting-rillet), [Accounting System Sync](/accounting-system-sync), [GL Account Mapping](/gl-account-mapping) |
| Payments    | Tabs Pay, 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. Edits made to a Tabs-sent invoice in your ERP do not sync back to Tabs. Payments are the exception: a payment applied in your ERP comes back on the next daily sync.

## Explore integrations

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

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

#### [Connecting QuickBooks](/connecting-quickbooks)

Turn off auto-apply credits, connect Intuit, and validate sync.

#### [Connecting NetSuite](/connecting-netsuite)

SuiteApp, Tabs Integration Role, OAuth 2.0 M2M, and Set up NetSuite.

#### [Connecting Sage Intacct](/connecting-sage-intacct)

Web Services user, entity mapping, customer auto-numbering, and tax subtotals.

#### [Connecting Campfire](/connecting-campfire)

API key, legal entity, default accounts, and product mapping.

#### [Connecting Rillet](/connecting-rillet)

API key connect, cash accounts, item revenue accounts, and validation.

#### [Accounting System Sync](/accounting-system-sync)

What syncs each way, integration items, pushing to your ERP, and troubleshooting.

#### [GL Account Mapping](/gl-account-mapping)

Item revenue and unbilled accounts, journal entry and reconciliation accounts.

> API docs and guides for Tabs — billing, contracts, payments, revenue recognition, and integrations.

## Docs

- [Integration Overview](https://docs.tabs.com/integration-overview.md)
- [Connecting QuickBooks](https://docs.tabs.com/connecting-quickbooks.md)
- [Connecting NetSuite](https://docs.tabs.com/connecting-netsuite.md)
- [Connecting Sage Intacct](https://docs.tabs.com/connecting-sage-intacct.md)
- [Connecting Campfire](https://docs.tabs.com/connecting-campfire.md)
- [Connecting Rillet](https://docs.tabs.com/connecting-rillet.md)
- [Accounting System Sync](https://docs.tabs.com/accounting-system-sync.md)
- [GL Account Mapping](https://docs.tabs.com/gl-account-mapping.md)