KashFlow
 | KashFlow is a cloud-based accounting software for UK businesses, offering invoicing, expense tracking, payroll, and VAT management. Integrating KashFlow with Make.com lets users automate invoice creation, sync contacts, and streamline expense reporting between KashFlow and other business tools. |
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This is AI-generated content based on official KashFlow documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact KashFlow directly.
Requirements
To use the KashFlow app in Make, you must have an active KashFlow account with the API enabled, create your account on KashFlow. For subscription, refer to the KashFlow pricing page.
Connect KashFlow and Make
To get started, you must first create a connection between KashFlow and Make, allowing the two services to communicate.
Obtain your Basic in your KashFlow account
Create the connection in Make.
Obtain your Basic in your KashFlow account
Before you create the connection in Make, you should first obtain your Basic in your KashFlow account.
To obtain your Basic :
Navigate to Apps.
Click API Settings at the top right.
Select the Enable API checkbox.
Select Same Password as web login to use your standard username and password, or select Separate API password and enter a new password for API access.
Click the Update button.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the KashFlow module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your KashFlow account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
KashFlow modules
After connecting to the KashFlow app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
KashFlow resources
You can have access to more resources related to this app on the following links