ZipBooks
Online accounting and invoicing software for small businesses in the US.
- Category
- Finance & ERP
- Type
- Accounting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token
02Data
What you can sync.
- Invoices
- Customers
- Transactions
- Expenses
- Time entries
Join ZipBooks invoices with sales and operations data, and let an AI Mind explain the variance.
Need more? Name any other ZipBooks data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
ZipBooks uses an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in ZipBooks if you need help.
04How it works
How it works in DataMind.
-
Pick ZipBooks.
Open Lake, pick ZipBooks in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the ZipBooks API docs.
-
Answer a few questions.
The AI reads the ZipBooks documentation, then asks which credentials you will use, which data to sync (for example invoices and customers), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then ZipBooks data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
