VeritableRollXero and QuickBooks Online
Contacts, invoices, VAT treatment and payment reconciliation, linked back to the membership record.
MEMBERSHIP SOFTWARE INTEGRATIONS
Keep the systems your team already uses. Connect the record.
Bring membership, renewal and CPD workflows together with accounting, communications, payments, events, identity and CRM systems.
Clear activation boundary. Connector software is implemented and contract-tested. A production connection is activated only after the organisation approves the scope, supplies its provider account and completes an authorised reconciliation test.
THE CONNECTION LAYER
One controlled route between your register and the rest of your stack.
Mailchimp and Campaign Monitor
Approved contacts, branches, grades and renewal segments, with suppression state preserved.
GoCardless and Stripe Connect
Each association uses its own provider account and receives its own membership fees.
Eventbrite and Moodle
Match attendance and completed learning to members, then bring the evidence into CPD review.
Microsoft Entra ID and Google Workspace
Staff single sign-on, group-to-role mapping and removal of access when an account is deprovisioned.
Salesforce and HubSpot
Selected contacts, organisations and renewal status, synchronised against an explicit field map.
Public API, signed webhooks, Zapier and Make
Build general workflows from scoped events and reviewed actions instead of a one-off export.
MCP for Codex, Claude and ChatGPT
Search members, explain renewals and submit proposed corrections or evidence for staff review.
BUILT FOR MEMBER RECORDS
Useful connections, with the boundary visible.
Choose the fields.
Each connector has a documented data contract. The organisation approves the fields, direction and purpose before activation.
Keep authority clear.
Provider identifiers and source references make reconciliation possible. Review gates protect corrections, evidence and renewal decisions.
Test before live use.
Activation includes an authorised sample, retry and duplicate checks, and a result reconciled in both systems.
What “available for configuration” means
- Agree the purpose and scope. Identify the provider account, fields, branches and staff roles involved.
- Authorise the provider. An administrator connects the organisation’s own account using the provider’s supported authentication.
- Reconcile a test. Confirm one representative record, failure handling and disconnection before enabling the production workflow.
Provider subscriptions and transaction charges remain separate. VeritableRoll does not claim that every connector is active in every customer workspace.
START WITH THE WORKFLOW
Import the register first. Connect the right systems second.
Start a no-card trial, use fictional data or an approved sample, and choose only the integrations that remove real work for your team.