3PM Base connects your accounting, Payroll, email, messaging, storage, and other business systems so information can be used across your account. Use Integrations in Settings to see available connections, connect a supported business system, review its status, and start a manual sync when one is available.
You need administrator access to connect, disconnect, or manually sync a business system. If Integrations is not available in Settings, ask an Admin or System Administrator to make the change.
After a successful connection, 3PM Base starts the initial data sync for supported systems. Keep the authorization window open until the connection finishes. If the connection is saved as inactive because you reached your plan limit, upgrade your plan before expecting data to sync.
Warning: Disconnecting removes the connection from 3PM Base. Confirm that you no longer need the connection before selecting Disconnect.
The Xero card shows Xero Integration and its current connection status. When Xero is connected, use Info to review the connection details and Disconnect to remove it. Xero supports accounting and operational data used by areas such as contacts, invoices, bills, tax rates, staff, and Payroll features.
MYOB is available in Integrations for accounting and financial work. Select the action shown on the MYOB card to connect or manage it, then follow the authorization instructions supplied by MYOB.
QuickBooks can sync customers, suppliers, tax codes, and employees into 3PM Base. When the connection is active, a manual sync refreshes that supported information and updates the latest sync time. Open Info to see the connected company, Status, latest sync time, and Token Expires values.
Use Disconnect to remove QuickBooks. Only an Admin or System Administrator can connect, disconnect, or sync QuickBooks.
Cards for Zoho Books and Tally Prime are listed in Integrations, but they are currently shown as coming soon rather than available for connection. You cannot connect them until 3PM Base makes those cards available.
For an available connection, use Connect, review the requested permissions in the business system, and return to 3PM Base. Use Info to review its status and latest sync details. Use Disconnect when you need to revoke the connection from 3PM Base.
Sync activity details are available through the integration’s status and information view when that view is provided for the connection. Open Info on a connected integration and review its status and latest sync time.
A sync record can show whether the sync was successful, partially successful, or ended with an error. It can also show how many items were attempted, how many succeeded, how many failed, which items were included, and the errors returned for individual items.
SyncLogs are retained for 90 days. If you need to investigate a sync, review the most recent record first and note the affected item and error message before trying a manual sync again.
You can connect business systems that your plan supports, but only one active financial integration is allowed for an account at a time. Disconnect the current financial integration before activating another one.
Your account may have reached its Integration limit. Upgrade your plan to activate the saved connection.
QuickBooks syncs customers into Clients, vendors into Suppliers, tax codes into Tax Rates, and employees into Staff. The sync updates the latest sync time after it completes.
No. Connecting, disconnecting, and manually syncing protected business systems requires administrator access. Ask an Admin or System Administrator if you need a connection changed.
SyncLogs are retained for 90 days. Save any details you need for longer-term records before they are removed.
No. A coming-soon card is informational. Wait until 3PM Base enables the connection in Integrations.
Open Integrations again and select Connect. Make sure you sign in to the correct business account and approve the requested access. If the problem continues, ask an Admin or System Administrator to try the connection.
Wait briefly, refresh Integrations, and check the status again. If it remains Not Connected, start the connection again. A connection can fail if authorization was canceled, expired, or the business system returned an error.
Open Info and check the latest sync time. Confirm that the connection is Active. If a manual sync control is available, select it and wait for the result. Review the latest SyncLog for the affected item and error details.
Read the error details in the latest SyncLog, correct the underlying information in the business system when possible, then start a manual sync again. If the error continues, keep the sync time and error message and contact your 3PM Base administrator.
The integration may be coming soon, inactive, limited by your plan, or restricted to administrators. Check the card status and ask an Admin or System Administrator to review the connection and plan limit.
Reconnect the affected business system. For QuickBooks and Hnry, 3PM Base normally refreshes an expiring authorization during a sync; reconnect if the refresh does not succeed.
