The Integrations page is where SubBase connects to your external accounting and ERP systems so financial data flows smoothly without duplicate entry or manual reconciliation.
Purpose
Integrations plays a critical role in SubBase by keeping procurement and accounting systems aligned, ensuring that orders and invoices created in SubBase remain accurate and connected downstream.
Overview
The Integrations page is accessed from the User Profile Menu and acts as the bridge between SubBase and your company’s accounting or ERP platform.
This is where companies connect supported systems so purchase orders and invoices created in SubBase can synchronize automatically, reducing manual work, errors, and delays between teams.
Users typically land on this page during onboarding, accounting setup, or when expanding SubBase usage into finance workflows.
Who Can Do This
This page is typically available to Admins, as integrations affect company-wide financial data and system connectivity. Visibility depends on company configuration.
Before You Start
Before using this page, your company should:
Know which accounting or ERP system it plans to connect
Have the appropriate credentials or access to authorize that system
Align internally on how orders and invoices should flow between systems
What You Can See and Do in the Integrations Tab
When you open the Integrations page, you can see:
A list of supported accounting and ERP platforms
Connection status indicators showing whether an integration is connected or not
Action buttons to connect or manage an existing integration
High-level descriptions of what data syncs between SubBase and each platform
This page is designed to give clear visibility into which systems are connected and how SubBase fits into your broader financial stack.
Supported Systems
SubBase supports integrations with several common accounting and ERP platforms, including:
QuickBooks Online
QuickBooks Desktop
Procore
Sage 300
Foundation
CMiC
Spectrum
Acumatica
Availability may vary based on company configuration.
How Integrations Work Across SubBase
Once an integration is enabled:
Orders created in SubBase can sync into your accounting or ERP system
Approved invoices can pass through established workflows before syncing
Cost codes, vendors, and financial data stay consistent across systems
The Integrations page does not manage day-to-day syncing activity. Instead, it controls whether the connection exists and remains active.
What You See After an Integration Is Connected
After a system is successfully connected, the Integrations page updates to reflect the active connection.
When you return to this page, you will see:
A clear connection status showing the system is online and syncing
A confirmation message indicating data has been successfully synced
Access to additional sub-tabs used for integration mapping
These sub-tabs appear only after a connection is established and are used to manage how SubBase data aligns with your accounting system.
Integration Mapping Sub-Tabs
Once connected, you may see additional tabs such as:
Integrations – Shows overall connection status, sync health, and access to integration logs
Projects – Used to map SubBase projects to corresponding projects or jobs in the accounting system
Vendors – Used to align SubBase vendors with existing vendor records in the accounting system
Cost Codes – Used to map SubBase cost codes to accounting cost codes or accounts
Phase Codes – Used to map SubBase phase codes to accounting phase codes or accounts
These tabs ensure data flows correctly between systems but do not change how users create orders or invoices inside SubBase.
FAQs
Do integrations sync data automatically?
Do integrations sync data automatically?
Yes. Once connected, SubBase syncs supported data automatically based on your company’s configuration and approval workflows.
Can I connect more than one system?
Can I connect more than one system?
In most cases, companies connect a single primary accounting or ERP system. Availability depends on configuration.
Does every user see this page?
Does every user see this page?
No. Access is typically limited to Admins since integrations affect company-wide data.
Best Practices
Set up integrations early during onboarding to avoid duplicate data entry
Align accounting and operations teams before enabling a connection
Periodically review integration status to ensure connections remain active
Keep cost codes and vendor data clean in SubBase to ensure accurate syncing