Platform documentation

Workspace integrations

Business+Integrations connect Elevale to external systems for analytics, finance, CRM, and automation. Manage connectors from Workspace Settings and follow per-integration setup guides in the Help Center.

Who this is for

Workspace admins and members with Integrations permission on Business+ plans. {{aiName}} MCP connections are separate and live in Chat.

Key concepts

  • Open Workspace Settings and the Integrations tab to connect or disconnect services.

  • Available connectors depend on your plan and organisation configuration.

  • Data integrations (Google Analytics, Xero, Prospect 365, and similar) sync metrics or records into Elevale.

  • Zapier and webhooks extend automations to tools outside Elevale.

  • {{aiName}} Connections in Chat are for live AI tool access. Workspace integrations here are for ongoing data links and billing connectors.

Examples

  • Connect Xero to source financial KPIs.

  • Link Google Analytics for marketing performance tiles.

  • Use Zapier to push task events into an external ticketing system.

Common questions

Who can manage integrations?

Workspace admins or users with settings permission should connect and rotate credentials.

Where are step-by-step guides?

Each connector has a dedicated Help Center article under the Integrations folder, linked from the Integrations tab.

Is GitHub connected here or in {{aiName}}?

GitHub for KPI or repo data may use Workspace integrations. GitHub for {{aiName}} chat tools uses {{aiName}} Connections or the AI Assistants (MCP) guide.

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