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Increased Data Model Coverage

  • Support for Sub Category for Accounts data model

  • Support for multiple phone numbers (mobile, telephone and fax), external links (website, email), and addresses (Shipping, Billing, Primary) for Company Info, Customers and Vendors data models

  • Support for Sub Total, Tax Amount, and Total Discount for Bills and Invoices data models

  • Support for Purchase Order data model for Zoho Books, Quickbooks and Quickbooks Sandbox, Xero, MS Dynamics 365 Business Central

  • Support for Sales Order data model for Zoho Books, Xero, MS Dynamics 365 Business Central

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RootFi Onboarding Improvements

  • Introduced an onboarding flow to help new users get started with their integrations more efficiently. The onboarding flow guides users through the website, providing a simple guide on how to get started with its features.

  • Integrated with Stripe to enable self-serve billing. This integration will allow users to manage their subscription plans and make payments securely on our website itself.

  • Launched a comprehensive Help Centre page, equipped with videos and other resources that offer easy access to information and support.

  • Added built-in chat support for our marketing website and dashboard, making it easier to connect with us and receive prompt assistance.

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Other Updates

  • Implemented incremental syncing to ensure that there are no rate limit issues while using our platform. With this feature, you can seamlessly sync your data without any interruption or delay.
Week 4, March 2023Week 4, January 2023