What are dual integrations and how do I set them up?

Connect a primary and secondary integration to push payments back to both your PSA and accounting software.

Alternative Payments now offers partners the capability to connect both a primary and secondary integration. When a payment is made through our system, we’ll sync back the payment status back to your primary and secondary integrations, ensuring both sources remain accurate.

What integrations are supported?
Currently, we support the following for dual integrations, whether primary or secondary:

• ConnectWise x QBO
• ConnectWise x QBD
• ConnectWise x NetSuite
• AutoTask x QBO
• AutoTask x QBD
• HaloPSA x QBD
• HaloPSA x QBO
• HaloPSA x Xero

To learn more about each individual integration, check out our Integrations page.

How does it work? 
When you connect a primary and secondary integration, our system will sync back payment status to both platforms.

Primary Integration: When connecting a primary integration (PSA or accounting software), this is the integration we’ll be using as your source of truth. Any customer and invoice details including invoice number, totals and applied credits, will reflect in Alternative Payments from your integration. Additionally, our system can also sync in the PDF invoice* from the primary integration. Some integrations do not support showing a PDF invoice, check out this article to confirm if your integration supports it.

Secondary Integration: Connecting a secondary integration is completely optional, and the only information our system will sync back is the payment status. Depending on the initial primary integration selection, a PSA or accounting software can be connected. Additionally, we’ve provided the flexibility to display the invoice PDF* from the secondary integration rather than the PDF from your primary integration, depending on preference. 

*Only applicable for integrations that support syncing in the PDF into Alternative Payments. Quickbooks Desktop, Xero, Zoho Books & NetSuite do not support the syncing of a PDF invoice. 

How can I connect a secondary integration?
Within your partner dashboard, select Integrations and then ‘Connect’ under the secondary integration module.

Connect your secondary integration by following the connection steps for the applicable integration. 

AutoTask: If you are connecting AutoTask as your secondary integration, please be advised that no filter selection is required. 

ConnectWise: The only filters that should be considered when connecting ConnectWise as a secondary integration are Invoices & Customers. If no filters are selected, by default, we import “Closed” status invoices & “Active” customers only, however, if there are other Invoice & Customers statuses that should be captured, please select the applicable filters. 

Filters: If filters are applied during the initial ConnectWise setup within Alternative Payments, you can navigate to the "Filters" section within the ConnectWise module to view the selections.

How can I select a PDF from my secondary integration?
Once connected, you’ll be able to establish which integration’s PDF you wish to display to end-customers by selecting ‘Preferences’

Within the Accounting Preferences, select which integration to pull the invoice PDF. 

Note: The syncing of PDF invoices is not supported by Quickbooks Desktop, Xero, Zoho Books & NetSuite.

How do I push payments back to both integrations?

By default, we'll sync back payment status to each integration connected. For HaloPSA and Quickbooks Online partners, this should be updated to either HaloPSA or Quickbooks Online manually within the Accounting Preferences as a sync between those two platforms already exists outside of Alternative Payments.