When you integrate your accounting and bookkeeping services, you can sync contact information, add new customers when a contact purchases in Ontraport, and create invoice payments from Ontraport orders.
Note: Ontraport only offers support for built-in integrations. For assistance with an outside integration, please reach out to their support team using the contact information provided below.
Table of contents
QuickBooks Desktop
QuickBooks Online
XOSync
QuickBooks Desktop
- Follow these steps to obtain an Ontraport API key and app ID.
- Log in to Connex for QuickBooks.
- Click the “My Connections” menu, and select Ontraport under “Solution Name.”
- Add your API key and app ID.
- Follow these steps to pair QuickBooks using Intuit Web Connector.
For assistance with integrating QuickBooks Desktop and Ontraport, reach out to their support.
QuickBooks Online
Back to top- Connect your Ontraport account with the integrator tool Zapier by following these instructions.
- Connect your QuickBooks Online account with Zapier by following these instructions.
- In Zapier, choose which zaps you want to use to connect Ontraport with QuickBooks Online. To create your zap integration, go to Zapier’s Ontraport + QuickBooks Online integrations page and click Connect below the zap.
For assistance integrating QuickBooks Online with your Ontraport account, contact Ontraport Support, Zapier Support or QuickBooks Online Support.
XOSync – Automated Bookkeeping for Ontraport & Xero
Do you sell your services through Ontraport and manage your finances in Xero? XOSync takes the manual work out of bookkeeping by automatically creating a new invoice in Xero for every transaction processed in Ontraport.
With full support for line items, coupons, shipping, and more, XOSync ensures your records are accurate and ready to reconcile—without hours of manual entry.
Setup is effortless: our simple 10-step wizard takes less than 10 minutes to get started. Once connected, you’ll enjoy real-time financial visibility, faster reporting, and peace of mind knowing your Xero balance sheet is always up to date.
No more double handling. No more delays. Just seamless syncing between Ontraport and Xero.
- Sign up with XOSync.
- Follow these steps to obtain an Ontraport API key and app ID.
- Follow these instructions from XOSync to connect your accounts.
- Use these support docs to manage your integration.
For assistance with integrating Xero-XOSync and Ontraport, reach out to their support.
Discover Other Ontraport Integrations
Know of any shipping and fulfillment tools that integrate with Ontraport that aren’t listed here? Please email pr@ontraport.com to let us know.