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A connector is the secure link between your DeskMate workspace and one of your business systems. Connectors handle authentication, token refresh, rate limits, and data normalisation — so that the skills your team writes only deal with clean, consistent data.

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Supported connectors

Microsoft 365

Outlook Mail, Calendar, Teams chats, OneDrive, SharePoint. Required for Teams chat bot.

Google Workspace

Gmail, Calendar, Drive, Contacts.

Xero

Invoices, contacts, bank transactions, chart of accounts.

QuickBooks Online

Customers, invoices, expenses, reports.

MYOB AccountRight

Customers, invoices, journal entries.

Karbon

Practice management — clients, work items, notes, staff, timesheets.

FYI Docs

Practice documents, jobs, and clients.

Attio

CRM — people, companies, deals, notes, tasks.

PandaDoc

Proposal drafts from templates — never sends to customers.

Mailchimp

Audiences, members, tags, campaigns.

Slack

Used as the chat surface for DeskMate (not as a data source).

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How setup typically goes

Most connectors follow the same pattern:
  1. In your provider’s admin console — confirm an admin has the rights to install third-party apps.
  2. In DeskMate — open Workspace → Connectors and click Connect on the tile.
  3. OAuth handshake — you’ll be redirected to the provider, asked to sign in and consent, and bounced back to DeskMate.
  4. Verify — the connector tile turns green and shows “Connected”.
Two connectors need a small amount of pre-work because they require an Azure or Intuit developer flow: Microsoft 365 and QuickBooks Online. The guides walk you through it. Three connectors use pasted API keys instead of OAuth — Karbon, FYI Docs, and PandaDoc. Their guides show exactly where the keys live in each vendor’s portal; the “Show me how” link on the connect dialog opens the right guide.

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What can go wrong (and how to spot it)

If you’re stuck, email support@brightpathaisolutions.com with the connector name, the error message, and a screenshot. We can usually unblock you within a few hours.

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Who can connect what

By default only workspace admins can add or remove connectors. Regular users can use the connectors that are already set up. The admin/member split is configured in Workspace → Users.