Integration Settings

Integration Settings is the Purchasing admin page for connecting accounting platforms and controlling how OpsOS maps records across to them. It is where you connect a provider, manage account mappings, and monitor the sync queue.

Where Integration Settings fits

Area How Integration Settings is used
Accounting Exports Connected providers can receive synced Purchasing data.
Payment Files Bank and export integrations often sit alongside the payment file flow.
Tax Rates Tax rates are one of the records that can be mapped to external accounts.

Connect or disconnect a provider

  1. Go to Purchasing → Integration Settings.
  2. In Connection Status, find the provider you want to manage.
  3. Click Connect to start the connection.
  4. Click Disconnect if the connection should be removed.

Add an account mapping

  1. Go to Purchasing → Integration Settings.
  2. In Account Mappings, choose the provider.
  3. Choose the OpsOS record type (cost centre, payment type, company, or tax rate).
  4. Enter the numeric ID of the OpsOS record you are mapping. You can find this by opening the record in OpsOS — it appears in the page URL.
  5. Enter the external account ID from your accounting platform.
  6. Add the external account name if you want it stored for reference.
  7. Click Save Mapping.

Run or retry a sync

  1. Go to Purchasing → Integration Settings.
  2. Click Run Sync Now to send the current queue.
  3. If a queue row has failed, click Retry on that row.

Things to know

  • The page shows whether each provider is currently connected or disconnected.
  • The recent sync queue shows status, attempt count, and any recorded error message.
  • Account mappings are saved separately for each provider.

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Payment File Templates

Payment file templates are the saved output formats used when your team generates payment files. They control the row layout, filename pattern, delimiter, and t

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