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Integrations

Integrations connect external systems to Igdrasil. Use this catalog to find the right setup guide by the job the integration performs: accounting handoff, bank feeds, document capture, commerce revenue, team communication, or platform automation.

Choose a category

Before you start

Have the provider account, required credentials, and company authorization ready. Confirm which data should be pulled into Igdrasil, which data may be pushed back, and who is allowed to complete authorization.

Basic walkthrough

  1. Open Integrations from the Workspace tab.
  2. Search for the provider or choose the matching category.
  3. Review the requirements and connection behavior.
  4. Complete authorization or credential setup.
  5. Run or confirm the first sync before relying on the integration in daily work.

What to check next

Use File Archive to confirm documents arrived. Use Bank Transactions to confirm bank activity arrived. Use Bookkeeping to review imported accounting work.