> ## Documentation Index
> Fetch the complete documentation index at: https://developers.novala.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Novala to Acumatica, Salesforce, and more

> Link Novala to external platforms including Acumatica, Salesforce, QuickBooks, and Microsoft 365. Manage connections, sync flows, and API keys from Settings.

Novala integrates with the external platforms your team already uses. Connections are authorized via OAuth, meaning Novala never stores your credentials — only the access tokens needed to sync data. You can connect multiple services, configure what data flows between them, and monitor sync activity, all from the Integrations settings.

## Navigate to Integrations

Go to **Settings → Integrations**. The Integrations section has two sub-pages:

* **Connections** — manage OAuth connections to third-party providers
* **Flows** — configure AI-generated sync flows between Novala and connected systems

If your account was configured with a direct Acumatica integration before the OAuth connections system was available, you may see a separate section for that connection in your Integrations settings.

## Connect a third-party service

<Steps>
  <Step title="Open Integration Connections">
    Navigate to **Settings → Integrations → Connections**.
  </Step>

  <Step title="Click Connect">
    Click the **Connect** button in the top right.
  </Step>

  <Step title="Select a provider">
    Choose the service you want to connect from the provider list.
  </Step>

  <Step title="Name the connection">
    Give the connection a name (for example, "Production Acumatica" or "Main Salesforce Org"). This name helps you identify the connection if you add multiple accounts from the same provider.
  </Step>

  <Step title="Authorize">
    Click **Authorize**. You'll be redirected to the provider's login page to grant Novala access. Once you approve, you're returned to Novala and the connection appears as **Active**.
  </Step>
</Steps>

<Note>
  Credentials are encrypted at rest. OAuth tokens refresh automatically — you won't need to re-authorize unless you revoke access from the provider's side.
</Note>

## Available integrations

<AccordionGroup>
  <Accordion title="Acumatica">
    Sync financial data, work orders, and customer records between Novala and your Acumatica ERP instance.

    **What it enables:**

    * Push completed work orders and service records to Acumatica
    * Sync customer and vendor records
    * Export invoices and purchase orders

    **How to connect:** Select **Acumatica** as the provider, enter a connection name and your Acumatica instance URL, then authorize.
  </Accordion>

  <Accordion title="Salesforce">
    Sync leads, contacts, and deals with your Salesforce org.

    **What it enables:**

    * Two-way sync of leads and contacts
    * Push deal and pipeline data to Salesforce
    * Activate pre-built sync templates for common data flows

    **How to connect:** A dedicated **Salesforce** card appears at the top of the Connections page when Salesforce is available on your account. Click **Connect Salesforce** and authorize.

    Once connected, any available sync templates appear under the Salesforce card. Click **Activate** on a template to create a corresponding sync flow in your account.
  </Accordion>

  <Accordion title="QuickBooks">
    Sync financial records with QuickBooks Online.

    **What it enables:**

    * Export invoices and payments to QuickBooks
    * Sync customers and vendors

    **How to connect:** Select **QuickBooks** from the provider list and authorize with your Intuit account.
  </Accordion>

  <Accordion title="Microsoft 365">
    Connect Novala to Microsoft services.

    **What it enables:**

    * Calendar and scheduling sync
    * Email communication tracking

    **How to connect:** Select **Microsoft 365** from the provider list and authorize with your Microsoft account.
  </Accordion>
</AccordionGroup>

## Sync flows

Integration flows are AI-generated automations that move data between Novala and a connected system when specific events happen.

Navigate to **Settings → Integrations → Flows** to manage your flows.

### Create a flow

<Steps>
  <Step title="Click Create Flow">
    On the Flows page, click **Create Flow**.
  </Step>

  <Step title="Describe what you want to sync">
    In the text box, describe the integration in plain English. For example: "When a service is completed, sync the work order details to Acumatica." Novala's AI generates the flow configuration from your description.
  </Step>

  <Step title="Select a connection (optional)">
    If you have multiple active connections, you can specify which one the flow should use.
  </Step>

  <Step title="Generate and review">
    Click **Generate**. Novala creates the flow in **draft** status. Before it runs in production, you can sandbox-test it.
  </Step>

  <Step title="Sandbox and activate">
    Click the **sandbox** icon (shield) to run the flow against test data. If the sandbox passes, click **Activate** (play icon) to set the flow live.
  </Step>
</Steps>

### Flow statuses

| Status              | Meaning                                         |
| ------------------- | ----------------------------------------------- |
| **Draft**           | Created but not yet tested                      |
| **Sandbox pending** | Waiting for a sandbox run                       |
| **Sandbox passed**  | Ready to activate                               |
| **Sandbox failed**  | Errors found during testing — review and re-run |
| **Active**          | Running and executing on real events            |
| **Paused**          | Temporarily suspended                           |

## Monitor sync activity

For OAuth-based flows, execution history is visible on the Flows page in the **Executions** and **Last Run** columns. Each execution record shows its status, run time, and any errors encountered.

If you have a direct Acumatica connection, a **Recent Sync Events** table is available in your Acumatica connection settings. Each row shows the event type, entity type, status, timestamp, and any error messages. Failed or skipped events have a **Retry** button to re-queue them.

## API keys

API keys let external systems and scripts access the Novala API programmatically without going through OAuth.

Navigate to **Settings → API Keys** to manage your keys.

### Create a key pair

<Steps>
  <Step title="Click Create Key Pair">
    On the API Keys page, click **Create Key Pair**.
  </Step>

  <Step title="Name the key pair">
    Enter a descriptive name (for example, "Acumatica Integration" or "Data Export Script").
  </Step>

  <Step title="Copy your keys">
    Novala generates two keys:

    * **Publishable key** — safe for client-side use; read-only access
    * **Secret key** — for server-side use only; full access

    **Copy both keys now.** The secret key is shown only once and cannot be retrieved after you close this dialog.
  </Step>
</Steps>

<Warning>
  Treat your secret key like a password. Never commit it to source control or share it publicly. If a key is compromised, revoke it immediately from **Settings → API Keys**.
</Warning>

### Rotate a key

Click the **rotate** icon next to any active key to generate a replacement. The old key remains valid for 24 hours after rotation, giving you time to update any integrations using it.

### Revoke a key

Click the **trash** icon and confirm to immediately invalidate a key. Any integrations using that key will stop working at once.

For details on authenticating API requests, see [API authentication](/api-reference/authentication).