Amalgam’s functionality relies on Integrations, or connections to other software tools you use in your day-to-day. Each Integration gives Amalgam access to the data contained within a given account, such as an accounting platform, a payroll system, an ecommerce storefront, or a payment processor.
You can have any number of integrations, depending on the number of tools you use. If you have multiple accounts within a single tool (either because you cover many clients, or because your business uses multiple accounts or entities), you may have multiple accounts within a single software.
To add an integration, simply got to the connection center site and click on the Add New Integration (the big colorful “+”) button. You can select whichever tool you want to connect and click the link.
Each integration will have a slightly different way of connecting depending on how that specific software wishes to interact. Some (like Quickbooks, Xero or Shopify) will take you to a login page for that software where you will enable the connection. Others like Stripe or the Apple Store will ask you to put in a key that can be found in your account.
If you need support with the sign-in process for a given tool, feel free to reach out to [email protected] or use our contact form.