Supported systems
The systems you can select in Connector Setup, grouped by the categories the provider picker uses.
The Provider picker on the first step of Connector Setup offers 19 systems. They are grouped by category, and both the groups and the systems inside them are listed alphabetically on screen.
You do not choose a category yourself. QortexOS derives it from the system you pick, and the category is what later appears in the Type column on Connector Health.
The picker, in full
| Category | System |
|---|---|
| Accounting | FreshBooks |
| Accounting | NetSuite |
| Accounting | QuickBooks |
| Accounting | QuickBooks Online |
| Accounting | Sage Accounting |
| Accounting | Sage Intacct |
| Accounting | Xero |
| CRM | HubSpot |
| CRM | Pipedrive |
| CRM | Salesforce |
| CSAT | SimpleSat |
| CSAT | SmileBack |
| HR | BambooHR |
| PSA | Autotask |
| PSA | ConnectWise Manage |
| PSA | Halo |
| RMM | ConnectWise Automate |
| RMM | Datto |
| RMM | NinjaOne |
Reading the categories
The picker uses short category labels. In full, they are:
- PSA: professional services automation, the system your service desk runs on.
- RMM: remote monitoring and management, the system that watches endpoints.
- Accounting: your general ledger and billing system.
- CRM: customer relationship management, your sales pipeline.
- HR: your people system of record.
- CSAT: customer satisfaction, the surveys your clients answer.
Two QuickBooks entries
The Accounting group lists QuickBooks and QuickBooks Online separately. They are different products, so they are separate entries in the picker and separate connectors if you use both. Pick the one that matches the product your finance team actually uses.
One system, more than one connector
Nothing stops you from creating several connectors for the same system. If you run two PSA instances, or a separate accounting file per entity, create a connector for each and give each one a name you recognize later. The name you enter on the Connection step is what shows in the Connector column on Connector Health.