Before we begin, ensure you are logged into the once.deputy.com as a user with an access level of System Administrator or Advisor.
How to connect a new integration
Open the drop-down menu under your name on the top right-hand side of the screen, then click on the link to access Integrations.
You can add new integrations from here or view your already connected integrations for each location. Click on the name of the integration you wish to connect or configure.
Filter for integrations that are relevant to you
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Region - Use this filter to find integrations supported in these regions.
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Industry - Use this to find integrations relevant to your industry.
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Category - Use this to find integrations focused on particular features. e.g. People, Point of sale.
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Search for your favourite integration - Alternatively, you can quickly type to search for an integration's name if you know what you're looking for.
Connect your chosen integration
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Click on the integration you want to connect.
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Click on the 'Connect new location' button in the top right of the screen.
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Choose the location in Deputy you want the integration to connect to.
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Follow the prompts to log into the third party.
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After successfully logging in, head to the 'Connected' tab to find it.
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Click to open it and press 'Configuration options' to finish setting up your integration.
For help with connecting and configuring third party systems, browse our Help centre for Integration specific help articles such as Xero, MYOB, Lightspeed Kounta, Square and Vend.
Disconnecting your integration
Open the drop-down menu under your name on the top right-hand side of the screen, then click on the link to access Integrations.
Click on the name of the integration you wish to disconnect.
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Click on Configure for the Location you want to disconnect
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Press the red Disconnect add-on button
Note: Disconnecting the integration will remove all data and tokens associated with that user and the integration so if you choose to connect again later on you may need to again verify you have the proper credentials to connect to the other system.
Frequently Asked Questions
Where can I find more information on connecting and configuring my Integration?
Check out our Integration Collection of help articles for more assistance integrating with Deputy or contact our 24/7 support.
As a third party, can I add new integrations?
Not at the moment. You are still welcome to build integrations using our existing API.
My integration doesn't seem to be connecting. My integration service doesn't show on the integration page even though I activated it.
If you have successfully logged in to your third-party account and connected your integration to Deputy but it's not showing on the integration page, try refreshing your browser. Sometimes it can take a few seconds to appear.
Similarly, after you activate an integration service or extension, if it doesn't appear in the list then refresh your browser before you try to add it again.
I have multiple Xero organisations within my Xero account - how do connect the correct Xero file to the correct Deputy Location?
You will need to select the correct organisation in Xero from the dropdown list when connecting to Xero as described in this article.
Where can I find the Deputy notifications & extensions?
All the Deputy notifications are located in an integration called "Deputy Extensions".
I can't see the Integrations link in my drop-down menu
Check that you are signed into Deputy as a System Administrator or Advisor.