> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.solvimon.com/integrations/home/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.solvimon.com/_mcp/server. # Integrations Connect Solvimon to the systems around your billing operation: your CRM, accounting, payments, email, data infrastructure, and AI assistants. Integrations are configured in Desk under **Menu → Settings → Integrations**. Most support both an initial one-time sync (to seed Solvimon with your existing data) and ongoing synchronisation. --- ## Browse by category #### [CRM](/integrations/crm) Sync customers, subscriptions, and quotes with HubSpot, Salesforce, or Attio, so deals closed in sales become billing without manual re-entry. #### [ERP](/integrations/enterprise-resource-planning-erp) Push invoices and credit notes to NetSuite, Xero, Exact Online, Campfire, Rillet, or DATEV, keeping your accounting in step with billing. #### [Payment service providers](/integrations/paymentserviceproviders) Collect payment on invoices automatically via Stripe or Adyen, including stored payment methods and recurring charges. #### [Email providers](/integrations/email-providers) Send invoices, payment reminders, and trial notifications from your own domain via SendGrid or Mailgun. #### [Data imports](/integrations/data-imports) Upload usage events in bulk via files, or import your existing metering setup from Metronome. #### [Data exports](/integrations/data-exports) Replicate customers, subscriptions, invoice lines, and products to Snowflake, BigQuery, S3, and other destinations. #### [E-signature](/integrations/e-signature/docusign) Send quotes to Docusign for e-signature and activate the resulting subscription automatically once the customer signs. #### [AI assistants](/integrations/ai-assistants/claude) Connect Claude to your Solvimon account via MCP to build pricing plans and answer revenue questions in plain language. --- ## Migrating from another system? If you're onboarding and need to bring products, customers, contracts, or historical usage into Solvimon, start with [Integrations & importing data](/platform-guides/getting-started/onboarding-and-tutorials/integrations-and-importing-data) in the onboarding guide; it covers file imports, one-time CRM/ERP syncs, and API imports. Don't see the tool you need? Let your implementation manager know; custom flows are often possible.