Keep your connected tools in the picture.
Your ERP, accounting tools and customer channels working together.
Connect the tools your business relies on, from accounting and WhatsApp to workflows built with the API. Review what each connection exchanges and where your team checks the result.
Decide where each part of the work belongs.
Cobalt connects the operations inside your ERP and supports connections to external tools. Choose the accounting, customer and data workflows that fit your business.
What needs to move between your tools?
Choose the connection around the work and data your team needs to exchange.
Connected toolsIllustrative records| Tool or channel | Connection | Use |
|---|---|---|
| Xero / QuickBooks | Accounting sync · Growth+ | Share supported accounting records |
| Sage | CSV handoff | Exchange files with your accountant |
| Ordering channel | Prepare customer order drafts | |
| API / webhooks | Configured integration · Scale+ | Support your own workflows |
Keep each handoff visible.
Review what the connection sends, receives and needs your team to check. Availability, supported records and usage depend on the selected plan and connection.
Connected records inside Cobalt
Follow a transaction through the order, receipt and invoice. The records stay linked, so your team can investigate a mismatch at the relevant step.
Connect what stays outside
Use the supported connections for the tools you keep. Check which records are exchanged, the direction of the transfer and any configuration required.
Open API and webhooks
On Scale and above, your developer can use the REST API for supported records and webhooks for supported events. Access permissions and configuration still apply.
What connects today, and what each connection does.
- Xero · Growth and above — supported invoices, credit notes and contacts sync with Xero, so your accountant keeps working the way they do now. See accountant handoff.
- QuickBooks · Growth and above — sync supported accounting records with QuickBooks.
- Sage — a CSV handoff, not a live connection. Check the export format and fields required by your Sage setup.
- WhatsApp — buyers choose from a numbered product list. Their selection becomes a draft for your team to approve before it follows the sales-order workflow. See WhatsApp ordering.
- CSV in and out — import and export supported record types, including customer and product data. Check the required fields and available export scope before migration; the Setup Agent helps review the import.
- REST API · Scale and above — read and update supported records using permission-controlled API access.
- Webhooks · Scale and above — subscribe to supported order, stock and invoice events and connect them to your other tools.
We don't have hundreds of connectors.
Cobalt ERP does not have hundreds of one-click connectors, and we don't plan to build a directory of them. The list above describes the published connection types. Custom workflows may use the API and webhooks on Scale and above; feasibility depends on both systems.
If you can't do without a particular system, tell us which one before you sign up. We would rather say no early than let a page suggest otherwise.
Frequently asked questions.
Does Cobalt ERP replace Xero or QuickBooks?
You can keep your books in Cobalt or retain your existing accounting system. From Growth up, the Xero and QuickBooks connections exchange supported accounting records. Review the record coverage and reconciliation workflow with your accountant before choosing. See Finance.
Is there an API?
Yes, on Scale and above. The REST API provides permission-controlled access to supported records, and webhooks publish supported order, stock and invoice events. Your developer configures the connection and handles its responses.
Can I import my existing data?
Yes. Give the Setup Agent a CSV export or a Sage backup and it works out what is in it, points out duplicates and prices with no currency, and shows you everything before it goes in. See AI onboarding.
Do you have a connector for [my system]?
Probably not as a one-click connector. Tell us which system and we will tell you plainly whether the API can handle it.
Need a specific system connected?
Tell us which one before you sign up. We would rather say no early than promise something we can't do.
Talk to us