Integrations & Connectors

Connect CentrixIQ to the systems you already run, and work every account, order, and deduction from one place.

ERP & Accounting

Available

QuickBooks

Sync customers, items, invoices, and purchase orders between QuickBooks Online and CentrixIQ.

Assisted Setup

Sage 300

Customers, items, invoices and short pays from Sage 300, through a secure bridge on your own server.

Assisted Setup

Dynamics 365 Business Central

Customers, vendors, items and posted sales invoices from Business Central, kept current automatically, with Business Central as your system of record.

Roadmap

Dynamics 365 Finance & Supply Chain Management

Bring master data, orders, and invoices in from Finance & Supply Chain Management, with the ERP as your system of record.

Roadmap

Xero

Sync invoices, bills, and contacts between Xero and CentrixIQ. Automate reconciliation and track AR/AP alongside your sales pipeline.

Roadmap

NetSuite

Pull orders, invoices, and pricing from Oracle NetSuite into CentrixIQ. Reconcile deductions and sync customer master data.

Roadmap

SAP

Connect S/4HANA or Business One to sync orders, invoices, customer master data, and pricing into CentrixIQ.

Roadmap

Sage Intacct & X3

Import financial data and customer records from Sage Intacct or Sage X3 into CentrixIQ dashboards and reporting.

Market Data

Roadmap

Circana

Ingest POS, panel, and category data into CentrixIQ analytics. Power category reviews and competitive analysis in your dashboards.

Roadmap

Nielsen IQ

Import retail measurement and scan data for category reviews, trade planning, and AI-powered market insights in CentrixIQ.

Roadmap

TELUS

Connect TELUS Consumer Goods retail execution and demand data into CentrixIQ for supply chain visibility and order management.

Roadmap

Numerator

Feed receipt-level consumer purchase data into CentrixIQ for shopper analytics, basket analysis, and promotion effectiveness tracking.

Roadmap

SPINS

Import natural and specialty channel scan data into CentrixIQ for performance tracking, trend analysis, and retailer presentations.

AI & Analytics

Available

Claude

Connect Claude to your CentrixIQ workspace through our MCP server. Query accounts, deals, and analytics in natural language from any MCP-compatible client.

Available

OpenAI

Connect ChatGPT to your CentrixIQ workspace through our MCP server. Surface pipeline, orders, and retail data inside GPT conversations without leaving the chat.

Assisted Setup

Power BI

Report on accounts, pipeline, orders, invoices, promotions and deductions in Power BI, with CentrixIQ as the data source.

E-Commerce & Channels

Roadmap

Shopify

Sync DTC orders, inventory levels, and customer data into CentrixIQ. Track e-commerce performance alongside retail and wholesale channels.

Roadmap

Amazon Seller/Vendor

Import Amazon POs, chargebacks, and marketplace sales data into CentrixIQ. Track deductions and reconcile vendor payments.

Roadmap

Faire

Sync wholesale orders, retailer accounts, and product catalog data from Faire into CentrixIQ for unified channel management.

Roadmap

Instacart

Pull order-level sales data, search ad performance, and delivery metrics from Instacart into CentrixIQ for e-commerce analytics.

Collaboration

Available

iOS App

Full CRM, route management, store visits, and photo capture on iPhone and iPad. Offline-capable with real-time sync to CentrixIQ.

Available

Microsoft Outlook

Capture email and calendar meetings from Microsoft 365 mailboxes as activities on the matching CentrixIQ contacts and leads.

Roadmap

Microsoft Teams

Get pipeline alerts, deal updates, and task notifications in Teams channels. Share CentrixIQ dashboards directly in conversations.

Roadmap

OneDrive

Store and share trade documents, presentations, and reports. Attach OneDrive files directly to CentrixIQ accounts and deals.

Roadmap

SharePoint

Centralize trade agreements, promotional materials, and planograms. Link SharePoint document libraries to CentrixIQ accounts.

Roadmap

Slack

Real-time notifications for deal changes, new orders, task assignments, and pipeline milestones in your Slack channels.

Marketing

Roadmap

HubSpot

Sync marketing leads, email campaigns, and landing page conversions with CentrixIQ contacts. Map HubSpot lifecycle stages to your pipeline.

Roadmap

Mailchimp

Sync CentrixIQ contacts and segments to Mailchimp audiences. Track email campaign engagement alongside pipeline and sales activity.

Roadmap

Klaviyo

Push CentrixIQ customer segments and purchase data to Klaviyo for targeted email and SMS campaigns tied to retail performance.

Roadmap

Google Ads

Attribute ad spend to CentrixIQ pipeline and closed deals. Feed account and contact data back to Google for audience targeting.

Roadmap

Meta Ads

Sync CentrixIQ audiences to Meta for retargeting. Track Facebook and Instagram ad performance against pipeline outcomes.

E-Signatures

Roadmap

DocuSign

Send trade agreements, authorization forms, and contracts for e-signature directly from CentrixIQ accounts and deals.

Roadmap

Adobe Sign

Route trade documents and contracts through Adobe Sign workflows. Track signature status from within CentrixIQ deal records.

Automation

Available

CentrixIQ API

Build your own integrations on the full REST API: contacts, deals, orders, routes, and analytics. Included in Pro and Premium.

Assisted Setup

Power Automate

Start a flow when a deal changes stage or an order changes status, and update accounts, orders and deals from any flow.

Assisted Setup

n8n

Build workflows that start when a deal changes stage or an order changes status, and update accounts, orders and deals along the way.

Assisted Setup

Zapier

Connect CentrixIQ to the apps you already use: zaps read deals and orders, and create or update accounts, orders and deals.

No connectors found

Try adjusting your search or browse a different category.

Don't see your system?

Tell us what you run. We build connectors to order, and the REST API connects anything in the meantime.

Contact Us
FAQ

Integration Questions

CentrixIQ connects today to QuickBooks Online, Microsoft 365 Outlook, Claude, ChatGPT, and other MCP-compatible AI assistants, and to anything else through the CentrixIQ REST API. Our team connects Microsoft Dynamics 365 Business Central, Sage 300, Power BI, Power Automate, n8n, and Zapier with you. On our roadmap: more ERP and accounting systems (Microsoft Dynamics 365 Finance & Supply Chain Management, NetSuite, Xero, SAP, Sage Intacct, Sage X3), syndicated market data (NIQ, Circana, SPINS, Numerator, TELUS), e-commerce and retail channels (Amazon, Shopify, Faire, Instacart), collaboration (Microsoft Teams, SharePoint, OneDrive, Slack), marketing (HubSpot, Mailchimp, Klaviyo, Google Ads, Meta Ads), and e-signature (DocuSign, Adobe Sign).

QuickBooks Online syncs customers, items, invoices, and purchase orders today, and our team connects Microsoft Dynamics 365 Business Central and Sage 300 with you, with your ERP as the system of record. Microsoft Dynamics 365 Finance & Supply Chain Management, Oracle NetSuite, Xero, SAP S/4HANA and Business One, Sage Intacct, and Sage X3 are on our roadmap, so tell us which you run. Any other system can connect through the CentrixIQ REST API.

Pre-built connectors for NIQ (Nielsen IQ), Circana, SPINS, Numerator, and TELUS are on our roadmap. Today, your team or a partner can bring market data in through the CentrixIQ REST API.

Most teams are connected in days, not months. Available connectors such as QuickBooks Online and Microsoft 365 Outlook are set up during onboarding, and our team handles connector setup, field mapping, and data migration as part of implementation.

Yes. The CentrixIQ REST API, on Pro and Premium plans, gives your team or an integration partner programmatic access to contacts, deals, orders, routes, and analytics, so you can connect any system. Power BI, Power Automate, n8n, and Zapier connect through it today, and our team sets them up with you.

Yes. CentrixIQ exposes an MCP (Model Context Protocol) server so you can connect Claude, ChatGPT, or any MCP-compatible client and query accounts, deals, orders, and analytics in natural language — without leaving your AI assistant.
Talk to our integrations team