Changelog

📈 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

🖥️ 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.

📢 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.

✍🏼 Write Access for Tally

We're also excited to announce Write Access for Tally Prime with support for Line Items, Invoices, Bills, Vendors and Customers.

📢 Other Updates

• 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)

📢 Features and Updates

• Webhooks data can now be saved in the RootFi Integrate database

🪝Webhooks

We're also excited to announce Webhooks for our integrations. Use webhooks to get notified when data gets created, updated or deleted.

📢 Features and Updates

• 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

🔗 New Integration: Quickbooks Online

We're happy to announce our second integration to our Unified API for Business Data!

Read Data Models

• Accounts

• Invoices

• Bills

• Customers

• Company Info

• Bank Accounts

• Credit Notes

• Vendors

• Tax Rates

• Items

• Expenses

📢 Features and Updates

• Expanded support for Items and Expenses data models

• GraphQL support for data fetching

• Documentation for all APIs

🔗 New Integration: Zoho Books

We're incredibly excited to announce our first integration to our Unified API for Business Data!

Read Data Models

• Accounts

• Invoices

• Bills

• Customers

• Company Info

• Bank Accounts

• Credit Notes

• Vendors

• Tax Rates

Write Data Models

• Bills

• Bill Payments

• Customers

• Invoices

• Invoice Payments

• Vendors

📢 Features and Updates

• Link for a frictionless onboarding experience

• Dashboard for setting up and managing integrations