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 logo

    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.

    Xero integration in detail

  • QuickBooks Online logo

    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.

    QuickBooks Online integration in detail

  • Sage Accounting logo

    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 Accounting integration in detail

  • Sage 200 logo

    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.

    Sage 200 integration in detail

  • NetSuite logo

    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.

    NetSuite integration in detail

  • Odoo logo

    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.

    Odoo integration in detail

  • Zoho Books and Zoho Invoice logo

    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 logo

    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.

    HubSpot integration in detail

  • Salesforce logo

    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 logo

    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 logo

    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 logo

    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 logo

    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.

    Automating SFTP file feeds

  • 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.

    How to build a connector

Morph connectors: direction and plan availability
ConnectorDirectionAvailable on
XeroSource & destination (write-back)All plans
QuickBooks OnlineSource & destination (create records)All plans
Sage AccountingSource & destination (write-back)All plans
Sage 200Source (read-only)All plans
NetSuiteSource & destination (create & update records)All plans
OdooSource (Odoo 8+) & destination (Odoo 19+, create & update records)Pro and up
Zoho Books and Zoho InvoiceSource & destination (create records)Pro and up
HubSpotSource & destination (create records)Pro and up
SalesforceSource & destination (create records)Pro and up
Zoho CRMSource & destination (create records)Pro and up
InvevoSource & destination (create & update)All plans
CreditsafeEnrichment step in a ruleTeam and up
Google DriveSource & destinationAll plans
Google SheetsSource & destination (adds rows)All plans
OneDrive and SharePointSource, destination & new-file trigger (Starter and up)All plans
CSV and Excel upload & downloadSource & destinationAll plans
EmailDestinationPro and up
SFTP server (your own)Destination; documents sourcePro and up
SFTP inboxSource, with file-arrival triggersTeam and up
Connectors from API docsSource & destinationPro 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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