RootFi Integrate's latest integrations,
features, updates and fixes.
February 28, 2023
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
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.
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.
January 31, 2022
Here's our seventh!
Accounts
Invoices
Bills
Customers
Company Info
Bank Accounts
Credit Notes
Vendors
Tax Rates
Items
Expenses
Bill Payments
Invoice Payments
We're also excited to announce Write Access for Tally Prime with support for Line Items, Invoices, Bills, Vendors and Customers.
Support for Journal Entries data model for Zoho Books, Quickbooks, Quickbooks Sandbox, Xero, Tally, MS Dynamics 365 Business Central, Sage Business Cloud Accounting and Sage Business Cloud Accounting (ZA)
Support for Bank Transactions data model for Zoho Books, Xero, Sage Business Cloud Accounting and Sage Business Cloud Accounting (ZA)
Auto-sync frequencies can now be configured for the Tally Integration using the RootFi Dashboard
Added new fields for exisiting data models
Redesigned the marketing website (rootfi.dev)
December 31, 2022
We're happy to announce our fifth integration!
Accounts
Invoices
Bills
Customers
Company Info
Bank Accounts
Credit Notes
Vendors
Tax Rates
Items
Expenses
Bill Payments
Invoice Payments
We're happy to announce our sixth integration!
Accounts
Invoices
Bills
Customers
Company Info
Bank Accounts
Credit Notes
Vendors
Tax Rates
Items
Expenses
Webhooks data can now be saved in the RootFi Integrate database
November 30, 2022
We're excited to announce our SDK! You can now remove our URL and host the RootFi Link flow on your application.
We're also excited to announce Webhooks for our integrations. Use webhooks to get notified when data gets created, updated or deleted.
Support for Write for Bills, Bill Payments, Cusomters, Invoices, Invoice Payments and Vendors for Quickbooks
Support for Write for Bills, Bill Payments, Cusomters, Invoices, Invoice Payments and Vendors for Xero
Added auto-syncing
Added User Management functionality for organisations
Added Feeedback Module for improving user experience
Changed colour style of Dashboard
November 14, 2022
We're happy to announce our third integration!
Accounts
Invoices
Bills
Customers
Company Info
Bank Accounts
Credit Notes
Vendors
Tax Rates
Items
Expenses
We're happy to announce our integration with one of the most popular accounting platforms, Tally!
Accounts
Invoices
Bills
Customers
Company Info
Credit Notes
Vendors
Items
Expenses
Support for Passthrough APIs
Support for Raw Data (original response)
Refactored unified schema to be more consistent
October 31, 2022
We're happy to announce our second integration to our Unified API for Business Data!
Accounts
Invoices
Bills
Customers
Company Info
Bank Accounts
Credit Notes
Vendors
Tax Rates
Items
Expenses
Expanded support for Items and Expenses data models
GraphQL support for data fetching
Documentation for all APIs
October 14, 2022
We're incredibly excited to announce our first integration to our Unified API for Business Data!
Accounts
Invoices
Bills
Customers
Company Info
Bank Accounts
Credit Notes
Vendors
Tax Rates
Bills
Bill Payments
Customers
Invoices
Invoice Payments
Vendors
Link for a frictionless onboarding experience
Dashboard for setting up and managing integrations