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Goal: Connect your billing or ERP system so your customers, invoices, and contacts are visible in Upflow. ⏱️ Estimated time: 30–60 minutes (+ time for the initial sync to complete)

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Before you start

Upflow starts in Test Mode. Test Mode is a safe onboarding state that prevents anything from being sent to your customers while you’re still setting everything up. Manual actions are blocked, automation can’t be enabled, and a banner stays visible so it’s always clear you’re in a safe state. You’ll exit Test Mode in Step 6 when you’re ready to go live.
Testmodebanner
Learn more: Test Mode

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Actions

  • Sign up and connect your integration
  • Validate that your data has synced correctly
  • (Optional) Connect your CRM (Salesforce or HubSpot)
  • (Optional) Connect your bank account for Cash Application

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Connect your integration

Head to the sign up page and select your integration. Follow the setup guide for your system:
Sync
Don’t see your integration? Contact Upflow Support.
One important note for multi-entity setups: if you use subsidiaries (NetSuite, Sage Intacct, Xero), create one Upflow organization per subsidiary.

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Connect your CRM (Optional)

Upflow connects to Salesforce or HubSpot to both import data into Upflow (contacts, account owners, custom fields) and export collections data back to your CRM for wider team visibility. Using a different CRM? Reach out to our team to explore your options.

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Connect your bank account for Cash Application (Optional)

Cash Application matches incoming bank transactions to your open invoices, so payments are reconciled without manual work. To do this, Upflow needs regular access to your bank transactions — the recommended way is a bank feed, which imports them automatically every day through Plaid.
  • Go to Settings > Cash Application, click Add bank or account, and authenticate through your bank’s secure login.
  • Transactions import at least once per day, and duplicates are filtered out automatically.
  • Plaid supports over 12,000 institutions. If yours isn’t listed, you can import transactions from a CSV file instead.
See the full setup guide: Connect your bank account for automatic transaction import

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Validation — Required to continue

Once your integration is connected, confirm the following before moving on:
  • Customers, invoices, and contacts are visible in Upflow
  • Data is syncing correctly
  • No major gaps or inconsistencies in amounts, due dates, or contact details
  • (Optional) If you connected a bank account, transactions are importing and appear in Cash Application
Do not move forward until your data looks right. Everything in Steps 2–6 depends on the accuracy of what’s synced here.
👉 Next: Step 2 — Manage your team