How do I integrate with Salesforce?
Overview
The Salesforce integration keeps your customer, contract, and invoice data in sync between Tabs and Salesforce, so your team can manage billing without duplicating work across systems.
Data consistency — Tabs, Salesforce, and your ERP stay aligned on the same customer data.
Automated contract ingestion — Tabs pulls contract documents directly from Salesforce, removing the need to manually upload them.
Invoice visibility — Account managers can see Tabs invoices directly on the Salesforce record, without leaving Salesforce.
Custom field sync — Tabs can pull Salesforce account-level data into Tabs at the Customer and Invoice level.
What's included
Connecting Salesforce gives you a full, configurable sync between the two systems — which objects sync, in which direction, and how fields map between them. For the complete breakdown of what can be synced and how, see the Salesforce Configuration Guide.
How to connect
Connecting Salesforce is a two-part process: you authenticate first, and configure your sync settings afterward. You don't need to decide on field mappings or sync filters up front.
Conduct Pre-Integration Steps. Before integrating, review this article on what to do before connecting to Salesforce.
Start the connection. From Tabs, go to Integrations and click Connect on the Salesforce tile.
Choose your environment. In the connect window, select whether you're connecting a Production or Sandbox Salesforce org. This determines which Salesforce instance Tabs authenticates against, so make sure it matches the org you intend to sync.
Authenticate with Salesforce. Click Connect — a Salesforce login window opens. Log in and grant Tabs access.
Let Tabs load your schema. Once you're connected, Tabs automatically pulls in your Salesforce objects and fields in the background so you can configure against your real data. This can take a few minutes — you'll see a "Loading schema…" screen in the meantime.
Configure your sync. Once your schema has loaded, you'll land on the Salesforce settings page. Here you choose which objects sync, where each is sourced from, how fields map, and which Opportunities are eligible to sync as contracts. Walk through the Salesforce Configuration Guide for a full breakdown of each setting.
Save and sync. Once you've mapped all required fields, click Save & sync to Salesforce and confirm. This saves your configuration and kicks off the initial data pull — this is when your Salesforce data actually starts flowing into Tabs.
Refreshing your schema
If you add new fields or objects in Salesforce after connecting and don't see them available to map, use the Refresh Schema button at the top of the settings page. This re-fetches the latest objects and fields from Salesforce so they're available for mapping. The button (and Save & sync) are disabled while a refresh is running.
Ongoing sync
Once configured, Tabs keeps syncing automatically — Salesforce data pulls into Tabs, and invoice/payment data pushes back out, on a 4-hour cycle. You can also trigger a manual sync at any time from the Salesforce tile. The settings page shows the time of your last sync at the top.
Note: Other than Customer Additional Fields, all data syncs one time from the CRM to Tabs, and does not update in Tabs once initially synced. If updates are made to the configuration, this will apply to all syncs going forward, and will not retroactively apply to any previously synced fields.