Zato Integration Platform (ZIP) Overview
Connecting your firm's other systems to Zato.
Zato doesn't operate in isolation. Most of the useful data, such as your clients’ accounting data, tax records and documents, already lives somewhere else. The Zato Integration Platform (ZIP) is the single place to connect all of those outside systems.
Integration categories
Zato never asks for your password to a third-party service. Every integration completes the provider's own sign-in and authorisation flow.
Note: Only Level 6 (Director) and Level 1 (Admin) can set up integrations. Others can use Assign to on a card to hand the connection to someone who can.
How to access: Firm Settings > ZIP (Integration) in the left-hand navigation.
Was this helpful?
Still need help? Ask the team