Zapier

Effortlessly centralize your finances on Bkper by recording transactions from your favourite business tools with Zapier's Bkper Integration, saving you time and ultimately manage your finance, organized in one Bkper book.

Create Zaps for invoicing, expense reports or payment services and record all business activities as transactions in Bkper. Without any manual intervention your account balances are updated, organizing your finances, in one comprehensive view and in any range of time.

For example each time you send an invoice by Invoice Ninja or Zoho Invoice you book it to your receivables, adjust income balances on receipt via Stripe or Paypal and have your teams' expenses updated through integrations with Typeform or Expensify.

Check out the following integration examples.

bkper as a target app




bkper as a source app



We also prepared these ready to use Integrations on Zapier, but remember your possibilities to integrate with Bkper are endless!

NEW
Push Transactions directly from your browser to bkper

Bkper
Copy Transactions from Book to Book.

Invoicing
Record a transaction on bkper for the total value of each new invoice, adjusting your receivables balance on Bkper.

Payments
Each new Payment received, is recorded as a transaction, adjusting your income balance on Bkper.

Forms
Forms are a great way to collect expenses or sales. Each form submission is recorded as a transaction, adjusting corresponding account balances on Bkper.

Time Registry
Always wanted to have an immediate overview of time spent on projects by your team members during a running period? These Zaps will adjust time balances with every timesheet registered.

Others
There are dozens of other sources to create Zaps and record transactions in Bkper.

Recurring Transactions Using Zapier you can set up a process that will automatically Record bkper transactions on a recurring basis.

A cool tip when recording from other services, is to add the URL of the resource in the text of the transaction, for example, the invoice URL, so you will be able to easily access the resource in the other service, from within Bkper.

Also use #hashtags in front of the description fields, so they become searchable in Bkper.

If you have any suggestion or if you need help setting up your own Zaps with Bkper, let us know at: contact@bkper.com


How to Get Started with Bkper on Zapier

Get started with Bkper on Zapier by connecting to the Bkper account that you want to use with your new Zap (Bkper uses your Google Account)

Click to connect Bkper

Next, you’ll now be asked to log into your Bkper account (unless you are already logged in).

Login to Bkper

Finally, you will be asked to give Zapier permission to access your account. Click “Allow” to continue.

Authorize Bkper on Zapier

If all steps were successful your Bkper account will now be successfully connected.

Bkper connection successfull




Zapier Named Variables

Use Zapier Named Variables in Bkper to provide meta data to integrate with other Apps.

Use Named Variables in the Account and Transactions descriptions to provide meta data for Zapier integrations with other Apps. Named Variables in the Account Description

Named Variables in the Transaction Description

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