Near real-time data access
Accountancy Software
As an extension to Tacklit Data Pipeline we offer a managed integration service to connect your data to Accountancy Software Tools
Integrations
Integrations
Integrations
Integrations
Connect Tacklit to other mission critical apps
Connect your tools, connect your teams. Your team’s favourite tools are just a click away.
Stripe integration
To secure checkout to allow clients to pay on booking or via invoice.
Xero integration
To automate invoicing, payment and appointment reconciliation.
Quickbooks integration
To automate all your accounting and finance data in one place.
How it works
We support one destination per workspace.
The process is a Reverse ETL.
We push data from Tacklit out to your marketing tool. We don't pull data back in based on marketing activities / actions into Tacklit.
Main Sync's we support are Contacts, Events and Segments.
Contacts relate to Adding / Updating mapped profile data e.g. Name, Email, Address, Phone Number. **We don't support moving data from Case Notes or other Health Data into third party marketing tools.
Events relate to activities done on platform. Appointment Booked, Form Completed, Psychometric Completed. **Note that any non compliance with an action e.g. not completing a form, will need to be calculated in the marketing tool automation build.
Segments relate to groups and cohorts. E.g. all clients working with Practitioner {X}, all clients in Group {Y}
Main Sync's we support are Contacts, Events and Segments.
Contacts relate to Adding / Updating mapped profile data e.g. Name, Email, Address, Phone Number. **We don't support moving data from Case Notes or other Health Data into third party marketing tools. Events relate to activities done on platform. Appointment Booked, Form Completed, Psychometric Completed. **Note that any non compliance with an action e.g. not completing a form, will need to be calculated in the marketing tool automation build. Segments relate to groups and cohorts. E.g. all clients working with Practitioner {X}, all clients in Group {Y}
Main Sync's we support are Contacts, Events and Segments.
Contacts relate to Adding / Updating mapped profile data e.g. Name, Email, Address, Phone Number. **We don't support moving data from Case Notes or other Health Data into third party marketing tools. Events relate to activities done on platform. Appointment Booked, Form Completed, Psychometric Completed. **Note that any non compliance with an action e.g. not completing a form, will need to be calculated in the marketing tool automation build. Segments relate to groups and cohorts. E.g. all clients working with Practitioner {X}, all clients in Group {Y}
Set up the connection and data mapping as part of the managed service.
We need developer access to your CRM / Marketing Tool. We work with you to set up the data fields / set up the mapping in your marketing tool. We may need to create new fields to map to. We do this in consultation with a customers marketing expert. We run some test data flows.
Our Client Testimonial
Our Client Testimonial
What feedback is given by our patrons, their thoughts post leveraging our functionalities, and the enhancement in their productivity in handling their customer relationships and team management.
What feedback is given by our patrons, their thoughts post leveraging our functionalities, and the enhancement in their productivity in handling their customer relationships and team management.
Tacklit is way ahead of its time in comparison to other vendors in the online space. Their front end is extremely powerful not only allowing it to be designed with our brand colors, but allowing our customers to pick a psychologist, based on their needs with ease.
Nick
from Recharge Wellness
Moving to Tacklit has given my team the tools they need to deliver care more effectively… Bringing everything together has been transformational for our team.
Kerry
from Smile
Tacklit is a more intuitive system, able to produce more relevant reports without exporting data to other software products to be filtered then examined. Other systems required specific licences for all users which was becoming increasingly costly, whereas Tacklit have a simple pricing structure which allows us to adapt more quickly to changing needs within our charity.
Charles
from Mind Mosaic
Tacklit is way ahead of its time in comparison to other vendors in the online space. Their front end is extremely powerful not only allowing it to be designed with our brand colors, but allowing our customers to pick a psychologist, based on their needs with ease.
Nick
from Recharge Wellness
Moving to Tacklit has given my team the tools they need to deliver care more effectively… Bringing everything together has been transformational for our team.
Kerry
from Smile
Tacklit is a more intuitive system, able to produce more relevant reports without exporting data to other software products to be filtered then examined. Other systems required specific licences for all users which was becoming increasingly costly, whereas Tacklit have a simple pricing structure which allows us to adapt more quickly to changing needs within our charity.
Charles
from Mind Mosaic
Tacklit is way ahead of its time in comparison to other vendors in the online space. Their front end is extremely powerful not only allowing it to be designed with our brand colors, but allowing our customers to pick a psychologist, based on their needs with ease.
Nick
from Recharge Wellness
Moving to Tacklit has given my team the tools they need to deliver care more effectively… Bringing everything together has been transformational for our team.
Kerry
from Smile
Tacklit is a more intuitive system, able to produce more relevant reports without exporting data to other software products to be filtered then examined. Other systems required specific licences for all users which was becoming increasingly costly, whereas Tacklit have a simple pricing structure which allows us to adapt more quickly to changing needs within our charity.
Charles
from Mind Mosaic
Get in touch with our friendly team today.
Discover Tacklit and amplify the impact of your service
Get in touch with our friendly team today.
Discover Tacklit and amplify the impact of your service
Get in touch with our friendly team today.
Discover Tacklit and amplify the impact of your service
Get in touch with our friendly team today.
Discover Tacklit and amplify the impact of your service
Powering proactive, personalised, outcome-driven health care
Australia
St Kilda, Melbourne
We acknowledge the Aboriginal and Torres Strait Islander peoples as the first inhabitants of this nation and the traditional custodians of the lands where we live, learn and work.
United Kingdom
St Johns Court, Chester
Partnering with
Powered by Tacklit.
Powering proactive, personalised, outcome-driven health care
Australia
St Kilda, Melbourne
We acknowledge the Aboriginal and Torres Strait Islander peoples as the first inhabitants of this nation and the traditional custodians of the lands where we live, learn and work.
United Kingdom
St Johns Court, Chester
Partnering with
Powered by Tacklit.
Powering proactive, personalised, outcome-driven health care
Australia
St Kilda, Melbourne
We acknowledge the Aboriginal and Torres Strait Islander peoples as the first inhabitants of this nation and the traditional custodians of the lands where we live, learn and work.
United Kingdom
St Johns Court, Chester
Partnering with
Powered by Tacklit.
Powering proactive, personalised, outcome-driven health care
Australia
St Kilda, Melbourne
We acknowledge the Aboriginal and Torres Strait Islander peoples as the first inhabitants of this nation and the traditional custodians of the lands where we live, learn and work.
United Kingdom
St Johns Court, Chester
Partnering with
Powered by Tacklit.