Integrations Overview

Connect Scorecard.biz with your existing tools to automate data collection.

Available Integrations

CRM

• HubSpot: Sync deals, contacts, and activities
• More coming soon

Accounting

• Xero: Pull financial data automatically
• More coming soon

Spreadsheets

• Google Sheets: Two-way sync with spreadsheets

Custom

• API Keys: Build your own integrations
• Webhooks: Push data to other systems

Benefits of Integration

• No Manual Entry: Data flows automatically
• Real-Time Updates: Always current information
• Single Source of Truth: Reduce data discrepancies
• Time Savings: Focus on analysis, not data entry

Setting Up Integrations

Go to Settings → Integrations

Find the integration you want

Click Connect

Authorize access

Configure sync settings

Map fields to metrics

Managing Integrations

• Status: See if sync is working
• Logs: View sync history
• Settings: Adjust configuration
• Disconnect: Remove integration

Troubleshooting

Common issues:

• Authorization expired → Reconnect
• Field mapping incorrect → Reconfigure
• Rate limits → Reduce sync frequency

See Troubleshooting for more help.