Integrations
Every system Morph connects to
Morph connects to Xero, QuickBooks Online, Sage Accounting, Sage 200, NetSuite, Odoo, Zoho, HubSpot, Salesforce, Invevo, Creditsafe, Google Drive and Sheets, OneDrive and SharePoint, CSV and Excel files, email and SFTP, and to any REST API from its docs. It cleans, reshapes, and moves data between them without code.
Connectors
Sources, destinations, and triggers
Accounting and ERP
Pull records out, clean them with rules, and write them back. Most also move documents: attachments and invoice PDFs.
Xero
All plans
Pull contacts, invoices, and records out of Xero on demand or on a schedule, clean them with rules, or write cleaned data back in. Attachments and invoice PDFs move too.
QuickBooks Online
All plans
Pull invoices, customers, and payments out of QuickBooks Online on demand or on a schedule, clean them with rules, or create cleaned records back in.
Sage Accounting
All plans
Pull contacts, invoices, and payments out of Sage Business Cloud Accounting on demand or on a schedule, clean them with rules, or write cleaned records back in.
Sage 200
All plans
Pull customers, orders, and posted transactions out of Sage 200 (UK Professional and Standard) and clean them with rules. Read-only: Morph never changes your Sage 200 data.
NetSuite
All plans
Pull customers, items, orders, invoices, bills, and journal entries out of NetSuite, clean them with rules, or create and update records back in. Files can be attached to records.
Odoo
Pro and up
Pull contacts, leads, orders, invoices, payments, taxes, your chart of accounts, and more out of Odoo 8 or newer, or create and update records in Odoo 19 and newer.
Zoho Books and Zoho Invoice
Pro and up
Pull invoices, contacts, payments, and estimates out of Zoho Books or Zoho Invoice, clean them with rules, or create records back in. Attachments and invoice PDFs move too.
CRM
Bring CRM records into your rules, or create clean records from any other system's data.
HubSpot
Pro and up
Pull contacts, companies, deals, and tickets out of HubSpot on demand or on a schedule, clean them with rules, or create records back in.
Salesforce
Pro and up
Pull accounts, contacts, leads, and opportunities out of Salesforce on demand or on a schedule, clean them with rules, or create records back in.
Zoho CRM
Pro and up
Pull leads, contacts, and deals out of Zoho CRM on demand or on a schedule, clean them with rules, or create records back in.
Credit and collections
Feed your credit control tools clean data, and add credit reports to company records.
Invevo
All plans
Pull customers, transactions, and contacts out of your Invevo tenancy, clean them with rules, and write them back: each record is created or updated by its reference.
Creditsafe
Team and up
Add Creditsafe credit reports (score, financials, CCJs) to company rows with your own Creditsafe account. Creditsafe bills you directly; Morph adds no charge.
Files, sheets, and delivery
Where files come from and where results go. Google Drive and Microsoft 365 never count towards your plan's connections.
Google Drive
All plans
Read CSV and Excel files and Google Sheets from Drive, save results to a folder (or a new one), and pick PDFs and scans for document rules.
Google Sheets
All plans
Use a sheet as a rule's source, or add a rule's rows to the bottom of a tab, matched to its columns by heading. By default only rows not already in the sheet are added.
OneDrive and SharePoint
All plans
Read CSV and Excel files from OneDrive or a SharePoint library, save results to a folder, and run a rule when a new file arrives (Starter and up). Document rules watch a folder for PDFs and scans.
CSV and Excel upload & download
All plans
Upload any system's export as CSV or Excel, clean it, and download the result. The universal connector.
Email
Pro and up
Send a rule's output as an attachment to up to 10 people, from Morph's address or your own verified sender.
SFTP server (your own)
Pro and up
Deliver rule output to a folder on your own SFTP server. Document rules can also pick up files from a folder there on a schedule.
SFTP inbox
Team and up
A Morph-hosted SFTP inbox: files land and rules run the moment they arrive, server-side and 24/7.
Any API
A system that isn't listed joins the list from its API's docs.
Connectors from API docs
Pro and up
Point Morph at a REST API's docs or OpenAPI spec, a Postman collection, or example requests. What it reads becomes a rule's source and what it writes a destination, tested live before it's saved.
| Connector | Direction | Available on |
|---|---|---|
| Xero | Source & destination (write-back) | All plans |
| QuickBooks Online | Source & destination (create records) | All plans |
| Sage Accounting | Source & destination (write-back) | All plans |
| Sage 200 | Source (read-only) | All plans |
| NetSuite | Source & destination (create & update records) | All plans |
| Odoo | Source (Odoo 8+) & destination (Odoo 19+, create & update records) | Pro and up |
| Zoho Books and Zoho Invoice | Source & destination (create records) | Pro and up |
| HubSpot | Source & destination (create records) | Pro and up |
| Salesforce | Source & destination (create records) | Pro and up |
| Zoho CRM | Source & destination (create records) | Pro and up |
| Invevo | Source & destination (create & update) | All plans |
| Creditsafe | Enrichment step in a rule | Team and up |
| Google Drive | Source & destination | All plans |
| Google Sheets | Source & destination (adds rows) | All plans |
| OneDrive and SharePoint | Source, destination & new-file trigger (Starter and up) | All plans |
| CSV and Excel upload & download | Source & destination | All plans |
| Destination | Pro and up | |
| SFTP server (your own) | Destination; documents source | Pro and up |
| SFTP inbox | Source, with file-arrival triggers | Team and up |
| Connectors from API docs | Source & destination | Pro and up |
Any system
Don't see your system here?
If it has a REST API, build its connector from the docs on Pro and up, and it works in your rules like any connector on this page. If it exports CSV or Excel, Morph can clean it today, which covers nearly every ERP, CRM, and accounting system in use.
FAQ
Integration questions
Does Morph work with systems that don't have a native connector?
Yes. If the system has a REST API, build a connector from its docs on Pro and up: Morph reads the docs, you tick what to read and write, and it is tested live before it's saved. If it only exports files, Morph's CSV and Excel upload accepts them: clean the export with rules, then deliver it to another system, a folder, or a download.
Does Morph connect to QuickBooks Online?
Yes. QuickBooks Online is a native connector. Connect your company with one click, pull invoices, customers, payments and more into rules, and write cleaned records straight back into QuickBooks.
Does Morph connect to Sage?
Yes. Sage Business Cloud Accounting (UK, Ireland, and Canada) is a native connector on every plan. Connect your business with one click, pull contacts, invoices, payments and more into rules, and write cleaned records straight back into Sage. Sage Intacct and Sage 50 desktop aren't supported natively, but their CSV exports work through the CSV upload.
Does Morph connect to Sage 200?
Yes. Sage 200 (UK) is a native connector on every plan, covering both current editions: Sage 200 Professional and Sage 200 Standard. Connect your company with one click (Morph detects the edition automatically) and pull customers, orders, posted transactions and more into rules. The connection is read-only: Morph never writes into Sage 200, so your ledgers are untouched.
Does Morph connect to NetSuite?
Yes. NetSuite is a native connector on every plan. Your NetSuite admin creates an integration record, then you either approve access with NetSuite's own sign-in or connect with a certificate that needs no sign-in and no re-approval (the certificate lasts about two years, then your admin replaces it). Morph can pull customers, items, orders, invoices, bills, journal entries and more into rules, and create or update records back in NetSuite, matched on external ID.
Does Morph connect to Odoo?
Yes. Odoo is a native connector on Pro and above. Morph reads from Odoo 8 and newer, online or self-hosted, and creates or updates records in Odoo 19 and newer, which makes it a good fit for Odoo upgrades and for migrations from Xero or QuickBooks.
Does Morph connect to HubSpot?
Yes. HubSpot is a native connector on Pro and above. Connect your portal with one-click OAuth (or a Private App token), pull contacts, companies, deals, tickets and more into rules, and create cleaned records back in HubSpot.
Does Morph connect to Salesforce and Zoho?
Yes, on Pro and above. Connect Salesforce, Zoho CRM, Zoho Books or Zoho Invoice with a secure sign-in, pull their records into rules, and create cleaned records back in. Salesforce sandboxes aren't supported yet: connect a production org.
Does Morph connect to OneDrive and SharePoint?
Yes, on every plan, and it doesn't count towards your plan's connections. Connect with your Microsoft 365 sign-in, then read CSV and Excel files from OneDrive or a SharePoint document library, save a rule's output to a folder, or run a rule when a new file arrives (Starter and up). Document rules can watch a folder for PDFs and scans and, once each is delivered, move it to another folder or delete it.
Does Morph work with Google Sheets?
Yes, through your Google Drive connection on every plan. A sheet can be a rule's source, or its destination: each run adds the rule's rows to the bottom of the tab you pick, matched to its columns by heading, and by default skips rows whose key is already there. Morph opens only the files you pick in Google's own picker, never the rest of your Drive.
Which plans include which connectors?
Xero, QuickBooks, Sage, Sage 200, NetSuite and Invevo are on every plan (Free includes one live connection, Starter three, and Pro and up are unlimited), as are CSV and Excel upload and Google Drive, Google Sheets, OneDrive and SharePoint, which never count as a connection. HubSpot, Odoo, Zoho, Salesforce and connectors built from API docs need Pro or higher, and Pro and up can also deliver by email or to your own SFTP server. The SFTP inbox with file-arrival triggers and Creditsafe are included on Team and up.
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