Companies, Intergrations and Connectors
You can upload data from any accounting software or Excel using the Manual company upload. You can upload your data in either Single Column YTD Trial Balanc...
Thu, 2 Jan, 2025 at 10:30 AM
In some cases, a user will have a company that has recently been moved across to Xero/QBO/Sage. As such, this user will only have recent financial data for ...
Tue, 19 Sep, 2023 at 12:16 PM
The Non-Financial Data (NFD) feature in Joiin is a powerful tool for capturing, consolidating, and reporting on key business metrics alongside your financia...
Wed, 31 Dec, 2025 at 12:33 PM
In Joiin, users have the ability to group companies together. You can get a breakdown in your reports by Group, as well as a Consolidated total by using Joi...
Tue, 13 May, 2025 at 9:50 AM
Joiin will provide the option for users to link their Xero account directly to Joiin, meaning you can log in using the Xero SSO method. To do so: 1....
Mon, 15 Apr, 2024 at 12:30 PM
The order in which your companies' appear in your reports will be dictated by the order in which your companies appear on the companies page. To so...
Fri, 30 Aug, 2024 at 11:16 AM
This article will guide you through the straightforward process of connecting Joiin to Power BI using our API key. 1. How to retrieve Trial Balance Da...
Wed, 3 Sep, 2025 at 6:06 AM
IN THIS SECTION Overview Getting Started Trigger Step Zapier Code Step Google Sheets Step Troubleshooting Polling Running Zap Manually Overv...
Fri, 24 Oct, 2025 at 7:26 AM