How integrations are set up
Which integrations you set up once for the whole business, which ones each app keeps by itself, and how to give one app its own account - with a table of every integration.
Ellibo connects to payment gateways, SMS and WhatsApp, online shops, accounting software, team chat and more. Most of these you set up once for the whole business on the Integrations page, and every app uses them. When one app needs something different - for example, Bookings taking payments into a separate gateway account - you can give that app its own account, and the other apps carry on as before.
Every card on the Integrations page tells you how it works:
| Label on the card | What it means |
|---|---|
| Configured per organization | Set up once on the Integrations page. Every app of the business uses it. |
| Configured per organization ยท apps can use their own | Set up once for the business. Any app can use its own account instead (see below). |
| Configured per app | Each app sets it up in its own settings and keeps its own. |
| Configured per user | Each person connects their own mailbox or calendar, inside the app. |
Every integration at a glance
| Integration | How it is set up | Where |
|---|---|---|
| Payment gateways (Stripe, PayPal, Square, Authorize.Net, Braintree, Mollie, GoCardless and more) | Per organization - any app can use its own account | Integrations > Payments |
| Bank transfer | Per organization | Integrations > Payments |
| SMS (Twilio) | Per organization - any app can use its own account | Integrations > SMS & WhatsApp, or the app's own settings |
| WhatsApp Business number | Per organization for apps that only send; per app for apps that also receive replies | Integrations > SMS & WhatsApp, or the app's own settings |
| Calling (click-to-call, phone lines) | Per app | CRM > Settings > Calling, Helpdesk > Settings > Messaging & phone |
| Email mailbox, Google and Outlook calendars | Per user | Inside each app (CRM > Settings > Email, Bookings > My settings) |
| Calendar feed (iCal) | Per app | Each app's settings |
| Shipping carriers | Per app | Ecommerce > Settings > Carriers |
| Ellibo POS link | Per organization only | Integrations > Ellibo POS |
| Xero and QuickBooks Online | Per organization only | Integrations > Connected apps |
| Shopify and WooCommerce | Per organization only | Integrations > Connected apps |
| Slack and Microsoft Teams | Per organization - add a channel per app if you like | Integrations > API & webhooks |
| API keys and webhooks | Per organization - every app also has its own keys | Integrations > API & webhooks, and each app's settings |
| Zapier, Make, n8n | Through the API keys and webhooks above | Integrations > API & webhooks |
Give one app its own account
Open the Integrations page from that app (the app's Settings > Integrations card). At the top you see How [the app] is set up: what it uses today and a Use a different account for [the app] link.
Payments
- Open Integrations from the app (for example Bookings) and go to Payments.
- Press Use a different account for Bookings.
- Connect the gateway with the keys of the other account.
While the app has an own gateway switched on, its customers see only the app's own gateways, and the money goes into the app's own clearing account (for example Razorpay Clearing - Bookings), so each payout matches its own bank deposit. Every other app keeps using the organization's gateways. All payments still land in the same books.
A pay link belongs to the app that made it first. An invoice sent from Bookings uses Bookings' gateways; the same invoice opened again from Accounting keeps its link.
To undo it, press Go back to organization setup on the app's own gateway page. Own accounts that already have payments are kept, switched off, for your records.
SMS
The app's Settings shows Using organization setup with the account's name. Press use a different account for this app and connect the app's own Twilio account. Remove goes back to the organization's account.
Apps that only send messages - such as Bookings reminders - use the organization's number unless they have their own. CRM, Helpdesk and Marketing Automation keep their own numbers, because they also receive your customers' replies, and WhatsApp sends a number's replies to one place only. Use a different number for each of them.
What happens when something stops working
If an app's own account stops working (an expired key, for example), the app shows Not working and stops sending through it. It does not quietly switch to the organization's account, so messages and money never go through an account you did not choose. Fix the key, or remove the app's own account to go back to the organization's.
Why some integrations are never per app
Xero, QuickBooks, Shopify, WooCommerce and the Ellibo POS link all write into the business's one set of books and one stock. Two connections would send the same customer or invoice twice, or split them, and your figures would not match. If you truly run two separate companies, create two organizations in Ellibo.
Who can change integrations
The business owner and admins (of Accounting or any other app) can manage integrations. An app's own settings follow that app's admin rights.