Connections

What connections do

The Connections page lets you link Project Commander to external systems. Once connected, data such as accounting accounts, contacts, and VAT rates can sync between systems, reducing double-entry and keeping your records aligned.

Available integrations

Accounting platforms

Each accounting platform has its own connection card. Click the card to begin the authentication process with the external provider. Once connected, the card shows the connection status and provides a disconnect option.

Vehicle tracking

The RAM connection card works the same way — authenticate with RAM to enable location tracking features within Project Commander.

Connecting to an accounting platform

1. 1

   Navigate to Settings > System > Connections.

2. 2

   Click the connection card for the platform you want to link — Xero or Sage.

3. 3

   You will be redirected to the provider's login page. Sign in with your accounting credentials and authorise Project Commander to access your data.

4. 4

   After authorisation, you are returned to Project Commander. The connection card updates to show an active connection status.

After connecting

Once an accounting platform is connected:

• Accounts from the provider appear on the Accounts settings page.
• VAT rates from the provider are synced to the VAT Rates settings page.
• Invoices, Credit Notes, and contacts can be pushed to the provider from within Project Commander.

Disconnecting

To disconnect, return to the Connections page and use the disconnect option on the relevant card. Existing synced data remains in Project Commander but will no longer update.

Next steps

• Accounts — view accounting accounts synced from Xero or Sage.
• VAT Rates — manage VAT rates, including those synced from your accounting platform.