When integrating with accounting and ERP platforms through Apideck, different connectors have varying partnership requirements. Understanding these requirements is essential for planning your integration timeline and ensuring compliance with each platform's developer policies.
This guide categorizes our accounting and ERP connectors into three groups based on their partnership requirements, helping you understand what's needed before going live with each integration.
Partnership Categories
🔴 Partnership Required
These platforms require you to register as a partner and obtain your own API credentials before going live in production. This typically involves completing a partner application, agreeing to terms of service, and potentially undergoing a security review or technical assessment. Examples include QuickBooks Online, Xero, and Sage Intacct.
🔵 Partnership Optional (Apideck Credentials Available)
For these connectors, Apideck has already established partner credentials that you can use. This means you can start integrating immediately without setting up your own partnership. However, when your users authenticate, Apideck will be shown as the application requesting access. You may optionally establish your own partnership if you prefer your own branding during the OAuth flow. Examples include Microsoft Dynamics 365 Business Central, Exact Online, MYOB, FreshBooks, Zoho Books, and Sage Business Cloud Accounting.
🟢 No Partnership Required
These connectors allow immediate integration without requiring any formal partnership. Connection is typically established directly through consumer credentials or basic API keys. Examples include Oracle NetSuite, Workday, Acumatica, and Clear Books.
⚠️ Important: When using Apideck's partner credentials (blue category), the OAuth consent screen will display "Apideck" as the application requesting access to your users' data. If white-labeling or custom branding is important for your use case, you should register for your own partnership with the connector.
Connector Partnership Matrix
The table below provides a complete overview of partnership requirements, availability of partner introductions, associated fees, and links to documentation for each live connector.
🔴 Partnership Required
| Connector | Partner Signup | Partner Intro | Partner Fee | Connector Configuration Guide | End-user Authentication Guide |
|---|---|---|---|---|---|
| QuickBooks Online | developer.intuit.com | Self-Serve | Start for free, partnership fees apply when scaling. Pricing guide | Guide | QuickBooks Online Configuration Guide |
| Xero | developer.xero.com | Self-Serve | Start for free, partnership fees apply when scaling | Guide | Xero Configuration Guide |
| Sage Intacct | marketplace.intacct.com | Available | $4,500/year | Guide | Sage Intacct Configuration Guide |
🔵 Partnership Optional - Apideck Credentials Available
| Connector | Partner Signup | Partner Intro | Partner Fee | Connector Configuration Guide | End-user Authentication Guide |
|---|---|---|---|---|---|
| Microsoft Dynamics 365 Business Central | developer.microsoft.com (optional) | Self-Serve | None with Apideck credentials | Guide | N/A |
| MYOB Business | developer.myob.com (optional) | Available | None with Apideck credentials. Fees for own credentials | N/A | N/A |
| Sage Business Cloud Accounting | partnercentral.sage.com (optional) | Available | None with Apideck credentials | Guide | N/A |
| FreshBooks | freshbooks.com/partner (optional) | Available | None with Apideck credentials | N/A | N/A |
| Zoho Books | marketplace.zoho.com (optional) | Self-Serve | None with Apideck credentials | N/A | N/A |
| FreeAgent | dev.freeagent.com (optional) | Available | None with Apideck credentials | Guide | N/A |
| Exact Online | exact.com (optional) | Self-Serve | None with Apideck credentials. €15/month (own credentials) | N/A | N/A |
🟢 No Partnership Required
| Connector | Partner Signup | Partner Intro | Partner Fee | Connector Configuration Guide | End-user Authentication Guide |
|---|---|---|---|---|---|
| Oracle NetSuite | netsuite.com (optional) | N/A | More info | Guide | N/A |
| Workday | workday.com (optional) | N/A | Starts at $15,000/year. More info | Guide | N/A |
| DualEntry | dualentry.com (optional) | Available | None | N/A | N/A |
| Acumatica ERP | acumatica.com (optional) | N/A | None | API Reference | N/A |
| MYOB Acumatica | enterprise-support.myob.com (optional) | N/A | Starts at AUD $2,400/year. More info | Guide | N/A |
| MRI Software | mrisoftware.com (optional) | Available | Partnership fees may apply | N/A | N/A |
| Access Financials | theaccessgroup.com | Available | Partnership fees may apply | N/A | N/A |
| Banqup | banqup.com (optional) | Available | Partnership fees may apply | N/A | N/A |
| Clear Books | clearbooks.co.uk (optional) | Available | N/A | N/A | N/A |
| Kashflow | kashflow.com (optional) | N/A | N/A | N/A | N/A |
| Visma Netvisor | marketplace.netvisor.fi (optional) | N/A | N/A | N/A | N/A |
* When using Apideck's partner credentials, the authorization screen will show "Apideck" as the requesting application. Register your own partnership for custom branding.
Getting Started
For Connectors Requiring Partnership (Red)
- Review the Application Owner Guide linked in the matrix above for your target connector.
- Complete the partner registration process with the accounting/ERP provider.
- Obtain your API credentials (Client ID, Client Secret, etc.).
- Configure your credentials in the Apideck dashboard under Connector Settings.
- Follow the Connector Config Guide to complete your setup.
For Connectors with Apideck Credentials (Blue)
- Enable the connector in your Apideck dashboard - no additional setup required.
- Your users will see "Apideck" during the OAuth flow when connecting their accounts.
- (Optional) Register your own partnership for custom branding on the consent screen.
Partner Introduction Program
For connectors where partner introductions are available, Apideck can facilitate an introduction to the platform's partnership team. This can help expedite your application process and ensure you're connected with the right contacts. Reach out to your Apideck account manager or contact partners@apideck.com to request an introduction.
Need Help?
If you have questions about partnership requirements or need assistance with connector configuration, our team is here to help:
Documentation: https://developers.apideck.com/
Support: support@apideck.com
Partnerships: partners@apideck.com
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