Connect Octopus to your other business software
Octopus publishes an Open API and lists integrations with CRM and ERP software. This may be relevant when you want accounting software to work with other tools, but it does not mean every combination is available. We check the required information and access for your administration against the Octopus API documentation.
For broader decisions about financial software and your accounts, see Accounting integrations.
What information needs to reach your Octopus administration?
Start with the information your accountant needs and the tool where it originates. Then agree which details may move between the systems, who manages them and what needs to be checked before they reach your accounting system.
Possible source
Decision to make
Octopus
CRM
Customer or sales details
Decision to make: Which customer details are needed for accounting?
ERP or another business tool
Customer, product or document details
Decision to make: Which tool manages each value?
Accounting or invoicing software
Agreed invoice or document information
Decision to make: Who checks completeness and processing?
Octopus
CRM
Customer or sales details
Decision to make: Which customer details are needed for accounting?
ERP or another business tool
Customer, product or document details
Decision to make: Which tool manages each value?
Accounting or invoicing software
Agreed invoice or document information
Decision to make: Who checks completeness and processing?
Octopus
What access and test environment are needed?
We check which Octopus administration is involved, who can request API access and how the connection can be tested safely. The official guide describes access, security, test administrations and technical conditions. We confirm the current options and any requirements for your administration and requested actions.
How does your accountant stay involved?
Your accountant confirms which information, documents and checks suit the accounts. We agree who reviews submitted information, makes corrections and follows up on questions. The integration does not make accounting decisions; it carries out only the agreed data flow where the software and access rights allow it.
How do we assess an Octopus integration?
We first discuss what your accountant needs and which Octopus administration should receive the information. Then we check the source software, API access, testing options and current conditions. We agree who reviews documents and handles exceptions, so the proposal reflects your administration and the access you can provide.
Map the administration
Map the administration, source information and intended destination.
Check access and the API
Check access, relevant API actions and testing options.
Align with your accountant
Agree document checks and responsibilities with your accountant.
Set the scope
Define feasible work, costs and schedule in the proposal.
What affects the cost of an Octopus integration?
The price and schedule depend on the source software, fields, update direction, existing integrations and access to a test administration. Account access, exceptions and your accountant's requirements also matter. Some API management actions may have a charge; if they are needed, we check current Octopus terms and include relevant costs in the proposal.
Common questions
Yes. Octopus publishes an Open API and technical documentation. Its integration catalogue also shows existing integration categories. This does not confirm that your requested software, administration and data flow are supported.
Not automatically. We check whether the other tool provides the required information, whether your Octopus administration allows access and which route the current documentation supports. An existing integration may be enough; otherwise we assess whether custom work is needed.
Involve your accountant in access to the right administration and in the requirements for data, checks and processing. This makes clear who is responsible for the accounting decisions.
Which information should reach your Octopus administration?
Tell us which software holds the source information, which Octopus administration is involved and what your accountant needs to review. We can then discuss what to assess.