Skip to main content

Integrations

Connect Elona CRM with your other business tools.

Available Integrations​

Accounting Software​

Sync financial data:

  • QuickBooks
  • Xero
  • Wave
  • Zoho Books

Payment Gateways​

Accept online payments:

  • Stripe
  • PayPal
  • M-Pesa
  • Flutterwave

Email Services​

Enhanced email features:

  • Gmail
  • Outlook
  • Custom SMTP

Cloud Storage​

Backup and storage:

  • Google Drive
  • Dropbox
  • OneDrive

Communication​

Connect messaging:

  • WhatsApp Business
  • SMS services
  • Slack

Setting Up an Integration​

1. Go to Integrations​

Navigate to Settings → Integrations.

2. Find the Service​

Browse or search for the integration you want.

3. Click Connect​

Click Connect or Enable.

4. Authorize​

You'll be redirected to the service to grant permission:

  1. Log in to the service
  2. Review permissions requested
  3. Authorize the connection

5. Configure​

Set integration options:

  • What data to sync
  • Sync frequency
  • Mapping options

6. Save​

The integration is now active.

Managing Integrations​

View Connected Services​

Go to Settings → Integrations to see all connections.

Edit Settings​

Click on an integration to:

  • Change configuration
  • Update sync settings
  • View sync history

Disconnect​

To remove an integration:

  1. Click the integration
  2. Click Disconnect
  3. Confirm
caution

Disconnecting stops all syncing. Data already synced remains in both systems.

Common Integration Use Cases​

Accounting Sync​

Keep your accounting software updated:

  • Invoices sync automatically
  • Payments recorded in both systems
  • Expenses flow to accounting

Online Payments​

Let customers pay invoices online:

  • Payment link on invoices
  • Automatic payment recording
  • Reduced follow-up needed

Email Integration​

Send invoices from your business email:

  • Uses your email address
  • Better deliverability
  • Replies come to you

Troubleshooting​

Integration Not Connecting​

  • Check your credentials
  • Ensure you authorized correctly
  • Try disconnecting and reconnecting

Data Not Syncing​

  • Check sync settings
  • Verify data mapping
  • Review error logs

Duplicate Data​

  • Check sync direction
  • Review matching rules
  • Clean up duplicates manually

Tips​

  • Start with essential integrations
  • Test before going live
  • Monitor syncs regularly
  • Keep integration credentials secure