An API (Application Programming Interface) allows different software systems to communicate and exchange data automatically. LodgeiT provides several API integrations to streamline processes like importing financial data, managing activity statements, and more.
Available API Integrations in LodgeiT
1. Financial/Accounting API
LodgeiT supports importing financial data from various accounting software via API. Supported platforms include:
- QuickBooks
- Xero
- MYOB (Business, AccountRight, Accounting Classic)
- Reckon Accounts
- Reckon One
- BGL Simple Invest 360
- Software Assistant
- Excel (via template)
For a detailed guide on importing financials, refer to this step-by-step guide.
2. Activity Statement (BAS) API
LodgeiT supports importing BAS values from:
- QuickBooks: Learn more
- Xero: Only legacy activity statement reports are supported. Learn more
Xero API Changes: As of August 31, 2020, Xero no longer supports new client API connections to LodgeiT. However, you can import data via an XLS file. Learn more
3. SMSF Import API
LodgeiT supports importing SMSF data from:
- BGL SimpleFund 360: Integration Guide
- Mclowd: Integration Guide
Upcoming API Features
- Client Engagement: Using our new product Client Relay
- Time Tracker API: Assign jobs, track deadlines, and monitor progress.
- Documentation Integration API: To streamline document management.
Limitations and Workarounds
Editing Imported Financials: If you need to update financials imported via API, follow this workaround guide.
How to Help Improve LodgeiT's API
LodgeiT is actively seeking feedback to enhance its API capabilities. You can share your requirements and suggestions by emailing support@lodgeit.net.au.