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Feature Tour

Integrations & Migrations

What it does

Payment and bank rails (Razorpay, Stripe, PayPal, GooglePay, Plaid), commerce channels (Shopify, Amazon Seller, Shiprocket), productivity tools (Zapier, Make.com, Google Drive, OneDrive), a public REST API and API keys, and chat channels (Slack, WhatsApp, Email). Migrations run from QuickBooks Online, Xero, Wave, Tally, and generic CSV.

Who cares

Prospects already on another system — the migration path removes the biggest reason not to switch.

Say this exactly: the QuickBooks tool is a one-time data migration, not an ongoing two-way sync. Once a client moves to HelloBooks, HelloBooks is the source of truth. The Tally connector pushes entries to Tally and does a one-time import of existing Tally data.

Show this

  • The integrations page and the one-click QuickBooks migration.
  • The Tally mapping wizard with its dry-run preview before a live migration.
    Integrations & Migrations — Feature Tour | HelloBooks.ai