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Good to know:
Chift is the bridge OOTI uses to connect to several accounting tools with the same experience. In the marketplace, the relevant cards are labelled "via Chift" (e.g. Xero — Cloud accounting via Chift, Sage — Accounting via Chift). The legacy direct connectors (QuickBooks, Dext, Sage desktop, NetSuite, Pennylane direct) remain separate cards and are not covered by this article.
❗️❗️ Before connecting the platform to your accounting software, make sure your account numbers and tax codes are properly set up ❗️❗️
What syncs today:
Direction | Data |
OOTI → accounting tool | Clients |
OOTI → accounting tool | Sales invoices |
📌CONNECTING THE PLATFORM TO YOUR ACCOUNTING TOOL📌
Go to Settings > Integrations, then select your team.
Click on your accounting tool's card (e.g. Xero, Sage...).
The modal opens on Connection setup, with the status Not connected. Click Connect.
You are redirected to a secure page hosted by Chift. Fill in the fields specific to your tool (for example: connection name, URL, version, database name, username, password / API key).
Click Connect. Chift validates your credentials with your accounting tool.
Done! 🎉 Back in OOTI, the status changes to Active and a green check mark appears on the card.
💡 If the status stays pending for a long time, refresh the page or reopen the integration: authorization must be completed on the Chift page for the connection to become active.
📌MAPPING YOUR TAX CODES📌
Before syncing invoices, map each OOTI tax code to a VAT code from your accounting tool. Without this mapping, syncs may fail or apply the wrong rate.
In the integration modal, open the Tax mapping tab.
Compare each OOTI code with the VAT codes offered by the connector, and apply the suggestions when the rates match.
Click Save mapping.
You can also click Refresh from provider to update the VAT codes available from your accounting tool.
⚠️ It is possible to map a 20% OOTI tax to a 0% connector code (useful for an exemption), but this may then cause an invoice sync to fail. Wherever possible, use matching rates.
📌SYNCING YOUR INVOICES📌
💡 Good to know:
invoices that have already been synced are automatically skipped during a bulk sync.
In Invoices, select one or more invoices (typically validated ones), then go to Edit (n) > Sync with Chift.
A message confirms: Invoices successfully sent to Chift.
To check the status of a specific invoice, open its details: the Chift Sync panel shows Synced, with the timestamp.
Done! 🎉 Your clients and invoices are now in your accounting tool.
📌PAUSING, RECONNECTING OR REVOKING📌
Unlike other connectors, Chift distinguishes between two things: the connection in OOTI (is OOTI syncing?) and the authorization in the accounting tool (does OOTI still have permission to access it?).
This allows several actions:
Disconnect ("soft" disconnection): stops syncing in OOTI, but keeps the authorization in your accounting tool. History and tax mapping are preserved. Disconnect button in the modal.
Reuse: to resume after a soft disconnection, without re-entering your credentials. Click Connect, then choose Reuse in the dialog box.
Reauthorize: to refresh your credentials (changed password, renewed API key...) without reconnecting from scratch. Click Connect, then choose Reauthorize. History and tax mapping are preserved in both cases.
Revoke access: permanently ends the authorization in your accounting tool. This action is irreversible: any later reconnection will require a full new authentication. Revoke access at [Sage/Xero/...] button.
💡 You can view the history of sync attempts and connection events at any time in the modal's Logs tab. It remains available even after a disconnection or revocation.
Quick recap to choose the right action:
I want to... | I use... |
Link Sage / Xero / … for the first time | Connect |
Map VAT codes before syncing | VAT mapping |
Push invoices | Sync with Chift |
Temporarily pause syncing | Soft disconnection |
Resume without reconnecting | Reconnect → Reuse |
Refresh my credentials / fix an authentication issue | Reconnect → Reauthorize |
Fully remove access | Revoke |
Audit what happened | Logs |