Current RMS

Learn about our integrations with Xero, QuickBooks Online, Sage, MailChimp, WooCommerce and Adobe Sign.

What integrations are available?

Third party integrations extend the functionality in Current RMS, but they’re not developed or maintained by us.

What are third party integrations?

Matthew James Finkel

Charlotte Price

Vanessa Behrens

More information about the webhooks available to Current RMS API users.

Intergrations and API

Extend Current RMS by integrating with other apps and services. Find out more about our integrations with Xero, QuickBooks Online, Adobe Sign, MailChimp, and more.

Integrations

Post invoices & credits from Current RMS to Xero and maintain one database of organizations.

How does the Xero integration work?

Follow our step-by-step guide to enable the integration between Current RMS and Xero.

Set up the Xero integration

Import and export organizations from Xero

How to post invoices, make links between organizations, and take payments

Use the Xero integration

Some additional notes about contact mapping, invoice numbers, and taxes between Current and Xero.

Additional notes about the Xero integration

Record payments or refunds against an invoice when using our Xero integration.

Take payments when integrated with Xero

Set up a custom link in Xero so that you can click through to the corresponding organization in Current quickly.

Add a button to the Current RMS organization on your Xero contact page

A brief overview of the differences between our integrations with Xero and QuickBooks Online.

Differences between the Xero and QuickBooks Online integrations

Some common error messages and how to resolve them.

Troubleshoot your Xero integration

Enable Two Factor Authentication (2FA) or Single Sign On (SSO) to continue using your Xero integration.

Important security changes to your Current RMS + Xero integration

Xero

Post invoices & credits from Current RMS to QuickBooks Online and maintain one database of organizations.

How does the QuickBooks Online integration work?

Follow our step-by-step guide to enable the integration between Current RMS and QuickBooks Online.

Set up the QuickBooks Online integration

Import and export organizations from QuickBooks Online

Some additional notes about contact mapping, invoice numbers, and taxes between Current and QuickBooks Online.

Additional notes about the QuickBooks Online integration

How to post invoices and make links between organizations.

Use the QuickBooks Online integration

Record payments or refunds against an invoice when using our QuickBooks Online integration.

Take payments when integrated with QuickBooks Online

Some common error messages and how to resolve them

Troubleshoot your QuickBooks Online integration

QuickBooks Online

Post invoices & credits from Current RMS to Sage and maintain one database of organizations.

How does the Sage integration work?

Follow our step-by-step guide to enable the integration between Current RMS and Sage.

Set up the Sage integration

Use the import and export tools on our Sage integration screen to maintain accurate records between both systems.

Import and export organizations from Sage

Some additional notes about contact mapping, invoice numbers, and taxes between Current and Sage.

Additional notes about the Sage integration

Use the Sage integration

Record payments or refunds against an invoice when using our Sage integration.

Take payments when integrated with Sage

Troubleshoot your Sage integration

Sage

Push your full catalogue of products from Current RMS to a Wordpress website using our WooCommerce integration.

How does the WooCommerce integration work?

Follow our step-by-step guide to enable the integration between Current RMS and WooCommerce.

Set up the WooCommerce integration

Troubleshoot your WooCommerce integration

WooCommerce

Request digital signatures on documents from Current using Adobe Sign.

How does the Adobe Sign integration work?

Integrate your Current RMS system with Adobe Sign and enable signing for your document layouts.

Set up the Adobe Sign integration

Adobe Sign

Export email addresses from People & Organizations directly to MailChimp lists.

How does the MailChimp integration work?

Integrate your Current RMS system with MailChimp to export People & Organizations to MailChimp.

Set up the MailChimp integration

MailChimp

Sync results from common PAT testers to Current RMS by using PATorganiser’s cloud-based testing solution.

How does PATorganiser’s Current RMS integration work?

Connect your office staff, delivery staff, and customers using Arrivy’s real-time communication and tracking platform.

How does Arrivy’s Current RMS integration work?

Third party integrations

How does the MYOB integration work

Follow our step-by-step guide to enable the integration between Current RMS and MYOB

Set up the MYOB integration

Import Contact and Export Organizations from MYOB

Import Contacts and Export Organizations from MYOB

Some additional notes about contact mapping, invoice numbers, and taxes between Current and MYOB

Additional notes about the MYOB integration

Use the MYOB integration

Record payments or refunds against an invoice when using our MYOB integration

Take payments when integrated with MYOB

Troubleshooting your MYOB integration

MYOB

An introduction to Webhooks, an advanced functionality of the Current RMS API.

Introduction to Webhooks

Some additional notes about post requests, request retries and suspending webhooks.

Additional notes on Webhooks

Possible sources and actions for activity webhooks.

Activity

Possible sources and actions for discussion webhooks.

Discussion

Possible sources and actions for document layout webhooks.

Document Layout

Possible sources and actions for erase webhooks.

Erase

Possible sources and actions for export webhooks.

Export

Possible sources and actions for Import webhooks.

Import

Possible sources and actions for invoice webhooks.

Invoice

Possible sources and actions for item webhooks.

Item (Products and Services)

Possible sources and actions for member webhooks.

Member (Organisations, Contacts, Users, Venues and Vehicles)

Possible sources and actions for opportunity webhooks.

Opportunity

Possible sources and actions for purchase order webhooks.

PO (Purchase Order)

Possible sources and actions for project webhooks.

Project

Possible sources and actions for quarantine webhooks.

Quarantine

Possible sources and actions for rate definition webhooks.

Rate Definition

Possible sources and actions for stock level webhooks.

StockLevel

Webhooks

Develop your own integrations or get data from your Current RMS system using our open API.

What is the Current RMS API?

Pair your device with an opportunity by scanning the QR code to start using your device’s camera as a scanner.

What is the Current Companion app?

Allocate, prep, book out, and check-in barcodes using your smartphone or tablet’s camera.