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Customers, sites, assets, contracts and open jobs import from CSV. We do the first import for you during onboarding, including cleaning duplicate customer names.
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Integrations & API
Cobalt runs the service operation; your accounting system stays where it is. Below is what connects today, what is in beta, and how to build the rest yourself.
Connected apps
What plugs in.
| App | Category | What the connection does | Status |
|---|---|---|---|
| Xero | Accounting | Invoices, credit notes and payments sync both ways | Live |
| QuickBooks Online | Accounting | Invoice push, customer sync, payment status back | Live |
| AutoCount | Accounting (MY) | Invoice and customer export in AutoCount format | Live |
| WhatsApp Business API | Messaging | ETA, arrival and completion messages to customers | Live |
| Google Calendar | Calendar | Read-only feed of each technician’s day | Live |
| Microsoft 365 | Identity | Single sign-on and user provisioning | Live |
| Stripe | Payments | Payment links on invoices, auto-reconciliation | Live |
| Telegram | Messaging | Internal dispatch alerts to a team channel | Live |
| SQL Accounting | Accounting (MY) | Invoice export, customer mapping | Beta |
| MYOB | Accounting | Invoice push | Q3 2026 |
Third-party names are used here to describe a demo integration list — this page is a design template.
REST API
Everything the interface can do, the API can do.
Token-authenticated REST API over HTTPS, with cursor pagination and a 600 requests-per-minute limit per workspace. Webhooks deliver job and invoice events to your endpoint with an HMAC signature.
| Resource | Methods |
|---|---|
| /v1/jobs | GET · POST · PATCH |
| /v1/customers | GET · POST · PATCH |
| /v1/assets | GET · POST · PATCH |
| /v1/technicians | GET |
| /v1/quotes | GET · POST |
| /v1/invoices | GET · POST |
| /v1/attachments | GET · POST |
Webhooks
Events you can subscribe to.
| Event | Fires when |
|---|---|
| job.created | A job is booked or imported |
| job.assigned | A technician is put on the job |
| job.on_site | Geofence arrival is recorded |
| job.completed | Job sheet is signed |
| sla.at_risk | 75% of response window elapsed |
| invoice.paid | Payment is reconciled |
Retries follow an exponential backoff for 24 hours, and every delivery attempt is visible in the workspace log with the response your endpoint returned.
Data in, data outImport Export Security
Getting started and getting out.
Leave whenever you like
Full export of every record and attachment in CSV and JSON, on demand from the admin panel. No support ticket, no notice period, no export fee.
Access and audit
Role-based permissions down to field level, two-factor authentication, an audit log on every record change, and API tokens scoped per integration.
Missing something?
Tell us which system you need connected.
If two customers need the same integration, we build it. If you need it alone, the API and webhooks are documented well enough for your own developer to do it in a day.