Gaviti

This collection provides information on integrating data with Gaviti

Setup Data Flow

Supported ERPs for Direct Integration

Connecting QuickBooks Online with Gaviti

Connecting QuickBooks Desktop with Gaviti

Connecting Salesforce with Gaviti

Connecting Priority ERP with Gaviti

This article will provide instructions on how to directly connect your Xero data to Gaviti

Connecting The Xero ERP to Gaviti

Sage Intact - Direct Connection

Connect Data with Direct ERP Connections

Installing the Gaviti Netsuite Bundle

NetSuite Gaviti Bundle Configuration

Netsuite Manual Sync

Changing Sync Timings

Netsuite Connection

Customer Data Fields and Types

Invoice Data Fields and Types

Best Practices for Preparing Data for Gaviti

Gaviti Data Files FAQ

Accepted Data Formats for Gaviti

This article will guide you on how to add your company logo to the emails we send out

Adding Your Company Logo to Gaviti Emails

Data Preparation

How to Add Data to Gaviti

How to Connect to Gaviti using an HTTP Endpoint (API)

How to Connect to Gaviti using FTP/SFTP

Whitelist by IP Addresses

Data Export for BI

Export

Find answers and get help from Intercom Support and Community Experts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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