Integrations
Connect Drum to your finance system and manage synchronisation.
By Ben1 author7 articles
How-to Guides
Connect Drum to your finance system and manage integrations.
- How to sync MYOB tax ratesRefresh MYOB tax codes into Drum from the tax rates page so invoices and costs pick up the latest codes.
- How to import leave from XeroTurn on leave import, match staff and leave types, then use Sync Leave Now or wait for the six-hourly import.
- If accounting sync is paused during a data importWhy finance sync pauses while the Drum team imports data with Xero, MYOB or QuickBooks still connected, what alert you see, and when to retry.
- Financial Integration DelegationHow to allow your Drum users to act on behalf of another user with regards to your financial integration (Xero or Quickbooks etc)
- Connect Drum to XeroConnect your finance account, check access, disconnect when required, and what happens to sync during a Drum data import.
Reference
Look up integration behaviour and limitations by record type.
- MYOB tax codes on invoices and costsWhich MYOB tax codes apply on invoices versus costs, and how Drum avoids input taxed defaults on new customer cards.
- Xero synchronisation referenceUnderstand how invoices, credit notes, bills, expense claims, allowances, timesheets and leave differ for Xero, including leave import cadence and finance sync pause during a Drum data import.