Billingo

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sync:Automated Partner Sync;chart:View Invoices & Financial Data;zap:Informed Customer Service

This out-of-the-box integration automatically syncs partners from your Billingo invoicing software into Daktela.

In addition to contact data, the integration also displays key financial information, including a list of the customer's invoices and their payment status. This provides your agents with immediate financial context, enabling faster and more effective support.

Setup Overview

Setup is simple and takes around 15 minutes. You will first need to generate an API key within your Billingo account.

Configuration is then completed in the Daktela GUI under Manage > Integrations, where you will enter the API key to authenticate the connection and map the relevant fields.

sync:Automated Partner Sync;chart:View Invoices & Financial Data;zap:Informed Customer Service