Integrations
Workspace settings → Integrations is where admins connect accounting and card payments, and create keys under API keys. Personal keys in Account settings identify you, not the company.
Workspace settings → Integrations
desktop
When to use this
Use this to push issued invoices and approved expenses to your ledger, to let clients pay invoices by card, or to give a script a workspace key.
Do not use it to pay SiteHut. That is Plan & subscription. Quotes and estimates stay in SiteHut until you issue invoices.
Before you start
- Your role includes integrations access (typically Owner or Admin).
- For Xero, the workspace country is the UK. The Accounting with Xero card is hidden on other countries.
Connected services
| Card | Button | Purpose |
|---|---|---|
| Accounting with Xero | Connect to Xero | UK workspaces. See Xero |
| Accounting with QuickBooks Online | Connect to QuickBooks | Customers, issued invoices, approved expenses, payments |
| Card payments with Stripe | Connect with Stripe | Clients pay invoices by card. Payouts go to your bank through Stripe |
| API keys | Generate key | Scripts acting for the workspace. Expanded card title Workspace API keys |
SiteHut is the operational record. Xero or QuickBooks remains the statutory ledger.
Connect a service
Open Workspace settings → Integrations. Expand the card. Complete sign-in in the new tab. This page updates when you are done.
Generate a workspace API key (optional)
Under API keys, choose Generate key. The expanded card is Workspace API keys. The dialog is Generate new API key. Name it, pick the minimum scopes, set Expires, then Generate key.
Copy the secret once. Use Regenerate or Revoke later. Most builders can skip keys.
What done looks like
- The accounting card shows Connected and the organisation or company name.
- Stripe shows charges and payouts ready, or asks you to Continue in Stripe.
- A new key appears in the table with its prefix. The full secret is not shown again.
Common mistakes
- Creating a Personal API key in Account settings and expecting it to act as the workspace.
- Looking for a Create button. Workspace keys use Generate key.
- Connecting Xero on a US-country workspace. Use QuickBooks, or set the workspace country to the UK if that is the real ledger.
Calendar Sync, Sage, and accountant handoff pack
Calendar Sync connects Google and Microsoft calendars (two-way). Expand it on the same Integrations page.
Sage can connect contacts, bills, invoices, credits, and payment reconciliation where the card is shown.
Accountant handoff pack is a period-end ZIP (CSVs, PDFs, evidence, manifest) when live sync is not enough. Choose the date range, then Create handoff pack. Download from the same card. Ready packs expire after 30 days.
Self-hosted operators configure OAuth client IDs on the server, not in this screen. SaaS workspaces only need Connect.