Getting Started

Welcome to SmoothIntegration Guides. These topics will help you get started with the SmoothIntegration and teach you how to implement various use cases.

If you're looking to understand the SmoothIntegration platform first, you can head over to the Documentation instead.

Create your SmoothIntegration account

Before you can do anything, you will need to Sign up for a SmoothIntegration account. This can be done completely for free with no credit card required.

Enable your first Accounting platform

Next you will need to enable one or more of the Accounting platforms you want to work with. Commonly this involves these steps,

  1. Create a Developer Account on the accounting platform
  2. Create a OAuth App on the Developer Account
  3. Add the App's ID & Secrets on the SmoothIntegration Dashboard to enable the integration
Detailed instructions per integration can be found on the Dashboard, or here
  1. Enabling QuickBooks Online for SmoothIntegration
  2. Enabling Xero for SmoothIntegration
  3. Enabling Exact Online for SmoothIntegration
  4. Enabling ZohoBooks for SmoothIntegration
  5. Enabling MYOB for SmoothIntegration
  6. Enabling FreeAgent for SmoothIntegration

Create A Client

Now that you've created your account, we can create a SDK client. You can opt to not use any of the SDKs. If you decide not to use the SDKs, please follow the How to Authenticate Guide to learn how to handle authentication yourself. We recommend you do use the SDKs.


Creating your first Company

A Company represents one of your users. You can create companies through the Dashboard, API, or using one of the available SDKs.

Next Create a Connection