LoopfourConnect a system
Connect a system to Loopfour by signing in, entering an API key or linking a bank account, then reconnect it or send a connect link to a colleague.
At the end of this page, a system is connected and ready for your workflows to use.
Before you start
- You need to be signed in to Studio for the company that will use the system.
- You need a login to the system itself that is allowed to connect outside apps. In many systems that is an administrator.
- Know which of three methods the system uses. The tile on Connect your systems shows it.
| Method | Systems | What you do |
|---|---|---|
| Sign in | QuickBooks Online, NetSuite, Xero, Sage Intacct, Zoho Inventory, Stripe, Zuora, Salesforce, HubSpot, Attio, DocuSign, Dropbox Sign, Google Sheets, Box, Slack, Gmail, Outlook | A window opens for that system. Sign in and approve access, or enter the credentials it asks for |
| API key | Rillet, Odoo, Avalara, Airwallex, PandaDoc | Copy a key from the system's settings and paste it into Loopfour |
| Bank link | Finances (Plaid) | Choose your bank and sign in to it |
Some systems ask you to choose first. Stripe offers sign-in or an API key; PandaDoc offers an API key or its MCP option.
Connect a system
Open Integrations
Select Integrations in the sidebar. The page lists the systems you can connect, grouped by category. Type in Search integrations to find one.
Select Connect
Select Connect on the system's row. For a bank, the button reads Connect institution.
Give Loopfour access
What happens next depends on the method:
- Sign in. A window opens for the system. Sign in and approve the access it asks for, or enter the credentials it asks for (NetSuite, for example, asks for token details from your NetSuite account). Loopfour then asks you to name the connection. In Connection name, type a name such as "QuickBooks - US entity" and select Save name, or select Skip.
- API key. A Connect dialog asks for the key. Avalara also asks for Account ID, License Key and Environment (Production or Sandbox), with an optional Company Code. Odoo also asks for Odoo Domain, such as mycompany.odoo.com. You can type a Connection name (optional). Select Connect.
- Bank link. Choose the country where your bank is located (United States or Canada), then pick your bank and sign in to it in the window that opens.
Check the connection
Open the Connected tab. The system is listed with a green dot and its number of accounts.
Manage connected accounts
Select Manage on a connected system to open its account list. From there you can:
- Add account: connect another account for the same system, such as a second QuickBooks company.
- Rename: change the name you see in workflow steps.
- Set as default: choose the account a step uses when no account is picked on the step. The default is marked with a star.
- Verify and Refresh: check that the connection still works, and renew its access.
- Update API key: replace the key for one account (API-key systems only).
- Disconnect: remove the account. Workflows that use it may stop at that step.
Adding, renaming, setting a default, verifying, refreshing and disconnecting are recorded in the Audit trail.
Reconnect a system
When a connection stops working, its row shows Requires action or a Reconnect button. Select it and repeat the sign-in or key entry. Common reasons are an expired sign-in, a changed password, or the person who connected it losing access.
If a step has a specific account picked and that account no longer works, the run stops at that step rather than using another account. Reconnect the account, or pick another one on the step.
Send a connect link
An AI assistant or a script working for you cannot type your passwords. Instead, it can give you a connect link.
- Open the link while signed in to Studio. It opens a page that connects the named system for your company.
- The link works once, for 15 minutes, and only for the person it was made for.
- If the link is for another company you belong to, select Switch to that company first.
- For Avalara, Odoo and Airwallex, which need more than one field, the link takes you to the Integrations page to finish.
Check it worked
- The system appears on the Connected tab of Integrations.
- In a workflow, the step for that system now offers your account in its account field.
If something goes wrong
- The sign-in window closed without connecting: select Connect again and finish in the window. See A connection stopped working.
- "That key was not accepted": check you copied the whole key, from the right environment.
- A step fails with an error about the connection: see A connection stopped working.
Related
Connect your systems
See how connecting a system to Loopfour works and browse the systems you can connect, grouped by category, from accounting to e-signature.
Accounting and ERP
See what Loopfour can read and write in your general ledger or ERP, from invoices and bills to journal entries, and pick the system you use.