Setting up a custom integration

A custom integration is for when you own the system that holds orders and want a direct connection, without Shopify, Xero or Zapier in the middle.

Before you start

• A Routelink Business plan (custom integrations are not on Starter or Professional)
• An endpoint you control, or the ability to POST to Routelink

1. Add the integration

In Routelink, go to Settings → Integrations, choose Custom, and give it a name you’ll recognise later.

2. Choose a sync method

• Push — your system POSTs tasks to the URL Routelink generates after the first save
• Pull — Routelink fetches tasks from your endpoint on a schedule
• Manual — you trigger a sync yourself when you are ready

3. Configure the connection

For pull, add the URL, HTTP method and any headers or auth your API expects. For push, copy the webhook URL after saving and send tasks in the format Routelink expects.

4. Test it

Send or fetch a single test task and confirm it appears in the inbox with the right address, reference and contact details.

Next steps

• Importing tasks from a spreadsheet
• All integrations