Connecting Your Tools

Social accounts are connected from the Technology area, not from Marketing, and most connection problems are permissions on the platform's own side rather than anything in Omnyra.

Connecting your bank is the single highest-value setup step in Omnyra. It is done through Plaid, a third-party connector, so your bank login is never handled by Omnyra.

GoHighLevel is a CRM and marketing platform. Connecting it brings your contacts, pipeline and conversations into Omnyra alongside your money and your jobs.

Connecting Google lets Omnyra read the parts of your Google account you choose — Drive, Calendar, Contacts and more — one area at a time rather than all at once.

Connecting Housecall Pro brings your jobs, customers, estimates and invoices into Omnyra, so the work and the money can be read together.

Connecting Jobber brings your clients, quotes, jobs, visits and invoices into Omnyra, using a sign-in rather than a pasted key.

QuickBooks Online is accounting software Omnyra can connect to, so your books and your bank feed can be compared rather than trusted separately.

Connecting ServiceTitan brings your customers, jobs, estimates, invoices and memberships into Omnyra.

Connecting Stripe brings your card payments and payouts into Omnyra, so money taken by card is counted alongside everything else.