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Changelog

RootFi Integrate's latest integrations,
features, updates and fixes.

February 28, 2023

Week 4, February 2023

📈 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.

January 31, 2022

Week 4, January 2023

🔗 New Integration: Sage Business Cloud Accounting (ZA)

Here's our seventh!

sage changelog image

Read Data Models

  • Accounts

  • Invoices

  • Bills

  • Customers

  • Company Info

  • Bank Accounts

  • Credit Notes

  • Vendors

  • Tax Rates

  • Items

  • Expenses

  • Bill Payments

  • Invoice Payments

✍🏼 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)

December 31, 2022

Week 4, December 2022

🔗 New Integration #1: Sage Business Cloud Accounting

We're happy to announce our fifth integration!

sage changelog image

Read Data Models

  • Accounts

  • Invoices

  • Bills

  • Customers

  • Company Info

  • Bank Accounts

  • Credit Notes

  • Vendors

  • Tax Rates

  • Items

  • Expenses

  • Bill Payments

  • Invoice Payments

🔗 New Integration #2: Microsoft Dynamics 365 Business Central

We're happy to announce our sixth integration!

ms dynamics 365 changelog image

Read Data Models

  • Accounts

  • Invoices

  • Bills

  • Customers

  • Company Info

  • Bank Accounts

  • Credit Notes

  • Vendors

  • Tax Rates

  • Items

  • Expenses

📢 Features and Updates

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

November 30, 2022

Week 4, November 2022

SDK

We're excited to announce our SDK! You can now remove our URL and host the RootFi Link flow on your application.

🪝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

November 14, 2022

Week 2, November 2022

🔗 New Integration #1: Xero

We're happy to announce our third integration!

Xero Changelog Image

Read Data Models

  • Accounts

  • Invoices

  • Bills

  • Customers

  • Company Info

  • Bank Accounts

  • Credit Notes

  • Vendors

  • Tax Rates

  • Items

  • Expenses

🔗 New Integration #2: Tally Prime

We're happy to announce our integration with one of the most popular accounting platforms, Tally!

Tally Changelog Image

Read Data Models

  • Accounts

  • Invoices

  • Bills

  • Customers

  • Company Info

  • Credit Notes

  • Vendors

  • Items

  • Expenses

📢 Features and Updates

  • Support for Passthrough APIs

  • Support for Raw Data (original response)

🪛 Bug Fixes

  • Refactored unified schema to be more consistent

October 31, 2022

Week 4, October 2022

🔗 New Integration: Quickbooks Online

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

Quickbooks Changelog Image

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

October 14, 2022

Week 2, October 2022

🔗 New Integration: Zoho Books

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

Zoho Changelog Image

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