Integrations

Questions about connecting third-party tools and services to Muin

4 questions

How do I connect cloud storage to Muin?

Muin integrates with popular cloud storage providers so you can sync documents automatically: 1. Go to **Settings** --> **Integrations** 2. Find your storage provider (Google Drive, Dropbox, OneDrive, or SharePoint) 3. Click **Connect** and authorize Muin to access your account 4. Choose which folders to sync — Muin monitors these folders for new files 5. New files added to synced folders are automatically imported into Muin for processing You can configure sync direction (one-way or two-way), file type filters, and processing rules. For example, sync only PDF files from a specific "Invoices" folder and have Muin process them automatically. See the [Cloud Storage guide](/docs/platform/integrations/cloud-storage) for detailed setup instructions per provider.

Can I sync Muin with QuickBooks or Xero?

Yes. Muin integrates with both QuickBooks Online and Xero for two-way accounting sync: **What syncs:** - **Invoices** — invoices created in Muin sync to your accounting software, and vice versa - **Payments** — payment records sync automatically when payments are processed - **Vendors/Contacts** — vendor and contact records stay in sync across both platforms - **Chart of Accounts** — Muin maps to your existing chart of accounts **To connect:** 1. Go to **Settings** --> **Integrations** 2. Click **Connect QuickBooks** or **Connect Xero** 3. Sign in and authorize Muin 4. Map your accounts and configure sync preferences 5. Run an initial sync to import existing data See the [QuickBooks guide](/docs/platform/integrations/quickbooks) or [Xero guide](/docs/platform/integrations/xero) for step-by-step instructions.

How do I set up email forwarding to Muin?

Email forwarding lets you send documents to Muin by forwarding emails from your inbox: 1. Go to **Settings** --> **Integrations** --> **Email Forwarding** 2. Muin provides a unique forwarding address for your organization (e.g., `docs@yourorg.muin.io`) 3. Forward any email with document attachments to this address 4. Muin extracts the attachments, processes them, and files them in your document library **Tips for email forwarding:** - Set up auto-forwarding rules in Gmail or Outlook to send invoices and receipts to Muin automatically - Each user can also get a personal forwarding address for their own document uploads - Muin reads the email subject and body for context when categorizing documents See the [Email Forwarding guide](/docs/platform/integrations/email-forwarding) for detailed setup instructions for Gmail, Outlook, and other providers.

How do I manage my connected apps and integrations?

View and manage all your connected integrations in one place: 1. Go to **Settings** --> **Integrations** 2. You will see a list of all connected apps with their status (active, paused, or error) 3. For each integration you can: - **View sync status** — see when the last sync occurred and whether it succeeded - **Configure settings** — adjust sync direction, filters, and mapping - **Pause** — temporarily stop syncing without disconnecting - **Disconnect** — remove the integration entirely (existing synced data is preserved) - **View logs** — see a history of sync events, errors, and data transfers If an integration shows an error status, click into it to see the error details. Common issues include expired authentication tokens (re-authorize to fix) and API rate limits (syncs automatically retry).