Integrations Overview
EventWorks connects with a range of external tools — accounting software, CRMs, project management platforms, e-commerce systems, and more — so your data flows between systems without manual re-entry.
Getting There
Navigate to Settings > Integrations to see all available integrations. Each one is displayed as a card with its logo, a brief description, and a button to enable or configure it.
Available Integrations
EventWorks offers integrations in several categories:
Accounting
Sync invoices, purchase orders, credit notes, contacts, and payments with your accounting software. You can connect one accounting integration at a time.
| Integration | Description |
|---|---|
| Xero | Full two-way sync including invoices, purchase orders, credit notes, payments, and tracking categories |
| Sage | Push invoices and purchase invoices, import payments and tax rates |
| QuickBooks | Push sales invoices and purchase invoices with automatic customer/vendor matching |
| FreeAgent | Push invoices and bills with contact auto-creation |
| NetSuite | Enterprise-grade sync with project association, multi-currency, and vendor bill support |
| CSV Accounting Export | Export invoice data as CSV files via SFTP or email for any accounting system |
CRM & Marketing
| Integration | Description |
|---|---|
| HubSpot | Bidirectional sync of accounts, contacts, and events as HubSpot companies, contacts, and deals |
| Mailchimp | Sync contacts to Mailchimp audiences, import subscribers, and create targeted campaigns |
Document Signing
| Integration | Description |
|---|---|
| Signable | Send documents for electronic signature and track signing status automatically |
E-Commerce & Inventory
| Integration | Description |
|---|---|
| Veeqo | Sync products to your resource library and create orders from event costs |
| Linnworks | Sync stock items and variation groups, create and import orders |
Project & Resource Management
| Integration | Description |
|---|---|
| Float | Create Float projects from events and track logged hours |
| Harvest | Create Harvest projects and clients from your events and accounts |
| TeamTrack | Push event details, venues, and crew assignments to TeamTrack |
Automation
| Integration | Description |
|---|---|
| Zapier | Connect EventWorks to thousands of apps using Zapier and the EventWorks API |
Key Concepts
One Accounting Integration at a Time
You can only have one accounting integration active at any given time (e.g. Xero or QuickBooks, not both). Changing your accounting integration does not delete any previously synced data, but new invoices will only be pushed to the currently active service.
OAuth vs API Key Authentication
Some integrations (Xero, Sage, QuickBooks, FreeAgent, HubSpot) use OAuth — you'll be redirected to the external service to grant access, and EventWorks handles token management automatically. Others (Float, Harvest, Signable, Veeqo, Linnworks) use API keys that you paste into the settings form.
Automatic vs Manual Sync
Integrations behave differently depending on the tool:
- Automatic: Some data syncs happen automatically when you perform actions in EventWorks. For example, HubSpot syncs accounts and contacts whenever you save a record, and Float can auto-create projects when new events are created.
- Manual: Other actions require you to click a button — for example, sending an invoice to your accounting software or creating an order in Veeqo.
- Webhook-based: HubSpot and Signable can push changes back into EventWorks in real time via webhooks.
Integration IDs
When a record is synced to an external system, EventWorks tracks the link between the two records. This is how it knows whether to create a new record or update an existing one — it's handled automatically.
How To...
Enable an Integration
- Go to Settings > Integrations.
- Find the integration you want to enable and click its card.
- A configuration modal will appear. Fill in the required credentials or click the button to start the OAuth connection flow.
- Click Save or Connect to enable the integration.
- Some integrations have additional settings — you'll be taken to a dedicated settings page after enabling.
Disable an Integration
- Go to Settings > Integrations.
- Click the card for the integration you want to disable.
- Toggle the integration off or remove your credentials.
- Click Save.
Note: Disabling an integration does not delete any data that has already been synced to the external service. It simply stops future syncing.
Check Connection Status
For OAuth-based integrations, the integration card on the settings page shows whether you're currently connected. If your connection has expired, you'll be prompted to re-authenticate.
Settings & Configuration
Integration settings are found at Settings > Integrations. You need the edit settings permission to access this area.
Some integrations have a dedicated settings page with advanced options (e.g. account mapping for accounting integrations, field mapping for HubSpot). These are accessible by clicking Settings on the integration card after it's been enabled.
Tips & Best Practices
Tip: If an OAuth connection stops working, try disconnecting and reconnecting the integration. This refreshes all tokens and usually resolves authentication issues.
Tip: For accounting integrations, set up your account code mappings and tracking categories before pushing your first invoice. This saves time compared to correcting mappings after the fact.
Note: All integration-related actions (pushing invoices, syncing contacts, etc.) are processed in the background. If data doesn't appear in the external system immediately, allow a few moments for the background job to complete.
Frequently Asked Questions
Q: Can I connect multiple accounting integrations at the same time?No. You can only have one accounting integration active at a time. You can switch between them, but only one processes invoices at any given time.
Q: Will disabling an integration delete my synced data?No. Disabling an integration only stops future syncing. Any data already pushed to the external service remains there.
Q: Who can manage integrations?You need the edit settings permission to access and configure integrations. Speak to your administrator if you need access.
Q: What happens if the external service is down when EventWorks tries to sync?Sync actions are processed in the background. If the external service is temporarily unavailable, EventWorks may retry automatically. If the issue persists, you can re-trigger the action manually (e.g. re-send an invoice).