Setup guides

Connect your tools

Every connection uses a read-only key or scoped access you create yourself, so we can see numbers but never touch them. Pick the tool you use below for its own step-by-step page.

Payments & commerce

Stripe

Self-serve

Restricted, read-only key — 2 minutes.

View step-by-step guide →

Shopify

Self-serve

Custom app access token — 3 minutes.

View step-by-step guide →

WooCommerce

Self-serve

REST API key, read-only — 2 minutes.

View step-by-step guide →

PayPal

Self-serve

REST API app credentials — 3 minutes.

View step-by-step guide →

Accounting & finance

Xero

Self-serve

Custom Connection (client credentials) — 5 minutes.

View step-by-step guide →

Zoho Books

Self-serve

Self Client + one API call — 5-10 minutes (or we do it live).

View step-by-step guide →

QuickBooks

Self-serve

OAuth 2.0 app + Intuit Playground — 10 minutes (or we do it live).

View step-by-step guide →

FreshBooks

Self-serve

OAuth app + one code exchange — 10 minutes (or we do it live).

View step-by-step guide →

NetSuite

Self-serve

Token-Based Authentication — 10 minutes.

View step-by-step guide →

CRM & sales

HubSpot

Self-serve

Private app access token — 3 minutes.

View step-by-step guide →

Salesforce

Self-serve

Connected App + one OAuth exchange — 15 minutes (or we do it live).

View step-by-step guide →

Zoho CRM

Self-serve

Self Client + one API call — 10 minutes (or we do it live).

View step-by-step guide →

Freshsales

Self-serve

Personal API key — 2 minutes.

View step-by-step guide →

Team communication & context

Notion

Self-serve

Internal integration — 2 minutes.

View step-by-step guide →

Slack

Self-serve

Bot token, scoped to channels you name — 3 minutes.

View step-by-step guide →

Microsoft Teams

Admin/approval needed

Azure app registration — 10 minutes, needs a Microsoft 365 admin.

View step-by-step guide →

Marketing & social

Google Ads

Admin/approval needed

Developer token + OAuth client — 20+ minutes, best done together.

View step-by-step guide →

Facebook Ads

Self-serve

System user access token — 5 minutes.

View step-by-step guide →

Instagram

Self-serve

Same Meta system user as Facebook Ads — 3 minutes if you've already set that up.

View step-by-step guide →

LinkedIn Ads

Admin/approval needed

Developer app + Marketing API access — 10+ minutes, approval may take a few days.

View step-by-step guide →

Twitter / X

Self-serve

Bearer token — 5 minutes.

View step-by-step guide →

Reviews & communications

Trustpilot

Self-serve

API key + OAuth exchange — 10 minutes (or we do it live).

View step-by-step guide →

Twilio

Self-serve

Account SID + Auth Token — 1 minute.

View step-by-step guide →

Project management

Asana

Self-serve

Personal access token — 2 minutes.

View step-by-step guide →

Monday.com

Self-serve

API token — 1 minute.

View step-by-step guide →

Jira

Self-serve

API token — 2 minutes.

View step-by-step guide →

Don't see your tool, or stuck?

We support more than what's listed and add new ones regularly. Message us on WhatsApp or email info@bilazann.com — we'll walk through it with you.