Multiple Integrations
How your invoices and quotes stay in sync when more than one integration is connected.
Overview
You can connect more than one integration at the same time. When you do, your invoices and quotes are kept in sync across all of them through Sophiie. A change made in any one of them shows up in the others too.
This guide walks through how changes flow, what to expect when you add or remove an integration, and what to keep in mind along the way.
How Changes Flow
When more than one integration is connected:
- A change you make in Sophiie is sent to every integration that has Sync to turned on.
- A change made in one integration is pulled into Sophiie if that integration has Sync from turned on.
- After Sophiie receives the change, it is then sent to the other integrations that have Sync to turned on.
Changes always go through Sophiie. They never move directly from one integration to another, so both Sync from on the source and Sync to on the destination need to be turned on for a change to reach an integration.
Independent Settings
Each integration has its own settings. Turning a toggle on or off for one integration does not affect the others.
On each of the Invoice Settings and Quote Settings pages, you'll see a pair of toggles for every connected integration:
- Sync to [Integration] — sends your Sophiie changes to that integration.
- Sync from [Integration] — pulls changes from that integration into Sophiie.
You can mix and match. For example, you can have Sync to on for one integration and only Sync from on for another.
Sync Now is also per integration. Clicking it runs a full sync for that integration only. Run it on each integration if you want a full refresh everywhere.
Customers Across Integrations
Sophiie keeps one customer record per person, even when the same person already exists in more than one integration.
When a customer comes in from one integration, Sophiie matches them to your existing Sophiie customers using email first, then name and phone number. If a match is found, the existing customer is reused and the new integration is linked to that same record.
When that customer is later pushed to a different connected integration — for example on a new invoice — Sophiie either matches them to an existing customer there or creates a new one.
Connecting a New Integration
When you connect another integration on top of an existing one:
- New invoices and quotes you create from then on sync to the new integration like any other.
- Records that are still in progress in Sophiie are picked up and sent across as soon as Sync to is turned on or Sync Now is clicked.
- Invoices that are paid or partially paid in Sophiie are not pushed to the new integration. Record payments in the integration instead.
- Invoices and quotes that are already cancelled are also held back.
So you should not expect to see your full history appear in a newly connected integration. Only ongoing and new records will show up there.
Disconnecting One Integration
Disconnecting one integration does not affect any other connected integration:
- Records that were already synced to the disconnected integration stay where they are, but they stop receiving updates.
- The remaining connected integrations keep syncing with Sophiie as usual.
- If you reconnect later, sync resumes from that point on. Records that changed while it was disconnected are picked up on the next sync.
Limitations
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One Company per Integration — You can connect only one company per integration at a time.
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Country and Currency Match — Every connected integration must use the same country and currency as your Sophiie organization.
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Paid and Partially Paid Invoices Are Not Synced — If an invoice is paid or partially paid in Sophiie, it is not pushed to your connected integrations. Payments must be recorded in the integration directly — the Add Payment option in Sophiie is hidden while any integration is connected. A payment recorded in one integration syncs back to Sophiie, but does not propagate to your other connected integrations.
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Cancelled Records Don't Backfill — When you connect a new integration, invoices and quotes that are already cancelled are not pushed to it.
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Sync Direction Must Be Enabled on Both Sides — A change reaches another integration only if Sync from is on for the source and Sync to is on for the destination.
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Payments Are Per Integration — Recording a payment in one integration updates Sophiie, but does not record the same payment in your other integrations. Payments stay in the integration where they were entered.
FAQ
Can I connect more than one integration at the same time?
Yes. Each is configured independently and syncs independently.
If I create an invoice in one integration, will it appear in the others?
Yes, as long as Sync from is on for the source and Sync to is on for each destination, and all are connected.
Do I need to click Sync Now on every integration?
Yes. Sync Now runs for one integration at a time. Click it on each integration if you want a full refresh across all of them.
What if a customer already exists in two integrations under different names?
Sophiie matches by email first, then by name and phone. If a match cannot be made, you may end up with separate customer records in Sophiie. You can merge them from the Customers page.
Why didn't my paid or partially paid invoices show up in the new integration?
They are held back. Payments are not shared between connected integrations — a payment recorded in one integration only syncs back to Sophiie, not onward to the others.
Why didn't my old cancelled invoices show up in the new integration?
Invoices and quotes that were already cancelled before you connected the integration are not backfilled.
What happens if a sync fails on one integration but works on another?
Each integration is independent. A failure on one does not block the others. Failed records are retried automatically on the next sync, and Sync Now on that integration forces a retry right away.
Conclusion
Connecting more than one integration lets you keep your books aligned across systems without entering data twice. Each integration is configured separately, and records that are already finalized stay in the integrations they were originally linked to.
For additional help, please contact our support team.