New Features

Improvements

Optimizations and Bugs Fixes

Week 4, August 2024

RootFi

Integrations Roadmap

Data Coverage Tool

API Reference

Accounting

E-Commerce

Payments

Changelog

Overview & Guides

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Postman Collection

Learn how RootFi can help you access your business customers' financial data.

Introduction

Understand core concepts and key terms used in RootFi' solutions.

Glossary

Automate your customers' expense reconciliation with their respective accounting systems.

Expense Management

Sync processed payrolls with your customers' respective accounting systems.

Payroll

This guide helps Accounts Payable companies automate the collection and reconciliation of bills, bill payments, credit notes, and purchase orders with their customers' respective accounting systems.

Accounts Payable (AP)

This guide helps Accounts Receivable companies automate the creation and reconciliation of invoices, invoice payments, invoice credit notes, and sales orders with their customers' respective accounting systems.

Accounts Receivable (AR)

This guide helps Point-Of-Sale (POS) companies to push merchants' data from their e-commerce or point-of-sale (POS) platform into thier merchant's accounting platform.

Point-Of-Sale (POS)

Explore how your customers can authorize access to their data

Integrate your end users without any frontend code

Invite Link

Embedded SDK

Learn how RootFi keeps your customers data up-to date

Syncing Data

Use our read APIs for quick easy access to your customers data

Reading Data

Push data to your customers platform seamlessly using a single api. You can find our write APIs in our [Postman Collection](https://postman.rootfi.dev) and our [API Reference](/api-reference/v3/overview/environments).

Writing Data

Learn how to interact with the platforms data in the original format.

Raw Data

The ability to get fetch realtime data on a single or multiple data models.

Realtime Data

Passthrough API

Configure your sync settings by selecting the data, frequency and level of access from the integration you want to sync with RootFi.

Sync Frequency & Scopes

Listen to real-time events from the RootFi Platform.

Webhooks

Learn how RootFi handles errors when syncing data and the types of errors that can occur.

Error Handling

Learn how RootFi stores, manages, and deletes your customers data.

Data Storage

Learn how you can leverage your own platform partnerships with RootFi

Partner Credentials

Learn to define your own custom schema for any data model

Custom Data

RootFi' accounting integrations allow you to pull data directly from your customer’s accounting software in real-time.

Overview

Accounting  Integrations

Learn how to set up our Busy Accounting Software integration.

Busy

Learn more about how to set up our Clear Books integration.

Clear Books

Learn more about how to set up our Fresh Books integration.

Fresh Books

Learn how to set up our Kashflow integration.

Kashflow

Learn more about how to set up our Free Agent integration.

Free Agent

Learn how to set up our Mekari Jurnal integration.

Mekari Jurnal

Learn how to set up our Microsoft Dynamics 365 Business Central integration.

Microsoft Dynamics 365 Business Central

Learn how to set up our Microsoft Dynamics 365 F&O integration.

Microsoft Dynamics 365 F&O

Learn more about how to set up our MYOB Business integration.

MYOB Business

Learn how to set up our Odoo Accounting integration.

Odoo Accounting

Learn how to set up our Oracle NetSuite integration.

Oracle NetSuite

Learn how to set up our Qoyod integration.

Qoyod

Learn how to set up our Quickbooks Online integration.

Quickbooks Online

Learn more about how to set up our Sage Business Cloud integration.

Sage Business Cloud

Learn more about how to set up our Sage Business Cloud (ZA) integration.

Sage Business Cloud (ZA)

Learn more about how to set up our Sage Intacct integration.

Sage Intacct

Learn how to set up our Tally ERP 9 integration.

Tally ERP 9

Learn more about how to set up our Tally Prime integration.

Tally Prime

Learn how to set up our Wafeq integration.

Wafeq

Learn how to set up our Wave integration.

Wave

Learn how to set up our Xero integration.

Xero

Learn more about how to set up our Zoho Books integration.

Zoho Books

RootFi' payment integrations allow you to pull data directly from your customer’s payment software in real-time.

Payment Integrations

Learn more about how to set up our Chargebee integration.

Chargebee

Learn more about how to set up our Paypal integration.

Paypal

Learn how to set up our Razorpay integration.

Razorpay

Learn more about how to set up our Stripe integration.

Stripe

Learn more about how to set up our Square integration.

Square

Learn more about how to set up our Zoho Invoice integration.

Zoho Invoice

Learn how to set up our Mollie integration.

Mollie

Learn more about how to set up our Paddle integration.

Paddle

RootFi' E-Commerce integrations allow you to pull data directly from your customer’s E-Commerce software in real-time.

E-Commerce Integrations

Learn more about how to set up our BigCommerce integration.

BigCommerce

Learn how to set up our Shopify integration.

Shopify

Learn more about how to set up our WooCommerce integration.

WooCommerce

Learn how to set up our Squarespace integration.

Squarespace

RootFi’s crm integrations allow you to pull data directly from your customer’s crm software in real-time.

CRM Integrations

Learn more about how to set up our Hubspot integration.

Hubspot

Learn more about how to set up our Pipedrive integration.

Pipedrive

Learn more about how to set up our Salesforce integration.

Salesforce

Learn more about how to set up our Zoho CRM integration.

Zoho CRM

Install RootFi Typescript server-side SDK to interact with RootFi' APIs

Typescript SDK

Retrieve all companies from the database.

Get Companies

Retrieve all companies from the database based on the query parameters provided (limit, offset).

Get All Companies

Retrieve a single company from the database.

Get Company

Retrieve one company from the database based on the ID.

Get One Company

Update a single company from the database.

Update Company

Update a company in the database based on the ID.

Update a company

Delete a single company from the database.

Delete Company

Delete a company from the database based on the ID.

Delete a company

Retrieve all invite links from the database.

Get Invite Links

Retrieve all invite links from the database based on the query parameters provided (limit, offset).

Get All Invite Links

Retrieve a single invite link from the database.

Get Invite Link

Retrieve one invite link from the database based on the ID.

Get One Invite Link

Create a single invite link from the database.

Create Invite Link

Update a single invite link from the database.

Update Invite Link

Create an invite link for a company to connect to the platform.

Create an invite link

Delete a single invite link from the database.

Delete Invite Link

Delete an invite link from the database based on the ID.

Delete an invite link

Retrieve all integrations from the database.

Get All Integrations

Retrieve one integration from the database based on the ID.

Get One Integration

Create a integration for a company to connect to the platform.

Create a integration

Update a integration

Retrieve the sync config for your organization.

Get Sync Config

Create Sync

Get Syncs

Retrieve a single sync from the database.

Get Sync

Retrieve all sync jobs from the database.

Get Sync Jobs

Retrieve a single sync job from the database.

Get Job

Retrieve one Sync from the database based on the ID.

Get One Sync

Retrieve all Syncs from the database based on the query parameters provided (limit, offset,Job type, company ID).

Get All Syncs

Create an Sync

Retrieve one Job from the database based on the ID.

Changelog

​New Features

​Improvements

​Optimizations and Bugs Fixes

New Features

Improvements

Optimizations and Bugs Fixes