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Getting started: Connect your integrations

Turnstile connects to your CRM, payment provider, and accounting system. None of these integrations are required, but each one reduces manual work and keeps your data in sync across tools.

CRM integrations

Connecting your CRM allows Turnstile to pull customer and deal information directly into the quoting workflow. To connect a CRM head to Settings > Integrations. Turnstile supports:

For an overview of what CRM integration unlocks, see our article on CRM integration overview.

Payment integrations

  • Stripe (online payment): Connecting Stripe enables automatic payment collection and invoice delivery. Once connected, Turnstile can auto-issue invoices and collect payment without manual intervention. Stripe is also required to use the checkout page quote acceptance method. To connect, go to Settings > Integrations and select Configure next to Stripe.

  • Anrok (sales tax): Connecting Anrok automatically calculates sales tax, VAT (value-added tax), and GST (goods and services tax) on your invoices and records each transaction in your Anrok account. To connect, go to Settings > Integrations and select Configure next to Anrok.

Accounting integrations

Turnstile can sync journal entries created from invoices, payments, and Stripe payouts to your accounting system, or you can export them as a CSV from Reporting > Accounting.

To connect, head to Settings > Integrations. Supported accounting integrations:

For more on the accounting section and export options, see our article on accounting.

All articles in the getting started series

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