ERP connectors
Pull data from your ERP, push journals back. OAuth handled, refresh transparent.
Supported systems
| Connector | Auth | Plan | Pull | Push |
|---|---|---|---|---|
| Odoo | XML-RPC (API key + URL) | Pro+ | ✓ | ✓ |
| Xero | OAuth 2.0 | Pro+ | ✓ | ✓ |
| QuickBooks Online | OAuth 2.0 | Pro+ | ✓ | ✓ |
| Zoho Books | OAuth 2.0 | Pro+ | ✓ | ✓ |
| Generic OData / REST | Bearer / API key | Pro+ | ✓ | — |
Setting up a connector
Settings → Connectors → Add. Pick your ERP. For OAuth flows, HISAB opens a browser window to the ERP's auth page; sign in, accept the requested scopes, and you're back. The refresh token is encrypted with DPAPI and stored at %APPDATA%\HISAB\credentials.dat.
Pulling data
From the chat:
Pull the May trial balance from Zoho Books into a new sheet.The AI calls the connector's pull method with the right query, the data lands in a new sheet at the location you specify (default: append to current workbook).
Pushing data
Draft journal entries in Excel (or have HISAB draft them for you), then:
Push the JEs from sheet "Drafts" to QuickBooks. Use the Apr period.This is always a destructive action — it appears in the approvals queue for review. You see the entry as it'll look in your ERP, click ✓ or ✕.