ProjX360 Third Party Integrations
Our 3rd party integrations with Portal, D-Tools and QuickBooks help speed up business processes.
D-Tools
Export your current product database to ProjX360 to save time entering your data.
Push your ProjX360 CRM Opportunity information to D-Tools to start building your project/proposal.
Projects - You can create your project/proposal entirely in D-Tools and export it to ProjX360 so you can track all of your project details from start to finish to ensure you are keeping within budget.
Portal
This integration gives you access to industry product data that is pre-loaded to save you hours from entering in product data. Visit (portal.io) for complete details and pricing.
QuickBooks Online
Sync clients, products, invoices, purchase orders, proposals, suppliers, employees and timesheets to keep all of your accounting in one place.
If you would like to learn more about how ProjX360 can streamline your business schedule a demo.
Stripe Merchant Processing Integration
ProjX360 integrates seamlessly with Stripe to give integrators a fast, secure, and modern way to accept payments directly inside the platform. Collect deposits, progress payments, and final invoices with credit cards and ACH—without leaving ProjX360.
Payments are automatically tied to the correct project, proposal, and invoice, eliminating manual entry and reducing accounting errors. With Stripe’s enterprise-grade security and ProjX360’s project-centric workflow, you get faster cash flow, clearer financial visibility, and a smoother payment experience for your clients.
Key benefits:
- Accept credit card and ACH payments directly from ProjX360 invoices
- Support deposits, progress billing, and final payments
- Automatic payment tracking at the project level
- Reduced accounting friction and faster reconciliation
- Secure, PCI-compliant processing powered by Stripe