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What is training management software?
What training management software is and benefits for your training business.
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Connectivity for your training business.
Real-time data, wherever you need it.
Stay in the loop with instant updates across all your connected systems.
Your data, your way.
accessplanit connects your various systems effortlessly. Your data flows seamlessly between platforms; freeing you to focus on growing your business, not managing your software.
Connect to anything with our powerful API & Webhooks.
For advanced connectivity, our API and Webhooks make it easy to integrate accessplanit with your existing systems.
Automate processes, sync real-time data, and reduce manual work with reliable two-way communication — all designed to keep your operations flowing smoothly.
Create your own experience with our Headless API.
Our Headless API is an optional enhancement for those who want to design and build their own custom interfaces — from course listings and checkout baskets to fully branded learner portals. Enjoy flexibility and control over the user experience, no matter how complex your vision.
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- Tools
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Hubspot - coming soon
Seamlessly connect accessplanit with HubSpot to sync customer data, track interactions, and optimise marketing efforts. Keep your sales and training teams aligned for a streamlined customer journey.
Salesforce - coming soon
Integrate Salesforce with accessplanit to ensure seamless data flow between your CRM and training management system. Improve customer relationship management, track leads, and enhance engagement with automated data sync.
Course Enquiry API
Provide an enquiry form on your website for clients looking for something a little different. Enquiries made on your website will automatically create an Opportunity record in your accessplanit platform to be followed up straight away with no re-keying of information.
Google Analytics
Google Analytics is a great way to measure and enhance your sales and marketing efforts. With our Google Analytics integration, you can synchronise your accessplanit Shopping Basket with your Google Analytics account to gain a valuable overview.
SurveyMonkey - coming soon
Easily collect and analyse feedback by integrating SurveyMonkey with accessplanit. Automate survey distribution, gain valuable insights, and enhance your training programmes with real-time responses.
Mailchimp - coming soon
Supercharge your email marketing with the accessplanit Mailchimp integration. Effortlessly sync your customer data, automate email campaigns, and track engagement to maximise the impact of your communications.
Finance exports
Using custom built finance exports, your accessplanit platform can collate the invoice and transaction information that your finance package needs. Finance exports can also be scheduled to provide a completely automated process.
Sage
Simplify your financial management by integrating Sage with accessplanit. Automatically sync invoices, payments, and financial data to reduce manual entry, improve accuracy, and streamline your accounting processes. Powered by Zynk.
Xero
Connect accessplanit with Xero for effortless financial tracking and invoicing. With automatic data transfer between systems, you can minimise admin, reduce errors, and keep your accounts up to date in real-time. Powered by Zynk.
Adyen
Adyen is a great payment gateway option for large, low-risk businesses to accept payments globally. The Adyen payment gateway option is built into your accessplanit shopping basket for a streamlined payment experience for your customers.
Global Payments
Global Payments is a payment gateway that lets you take card payments from your website for a seamless customer experience. With accessplanit's integration, course bookings processed in Global Payments are passed straight to your back-end training management software.
Barclays ePDQ
Barclays ePDQ accepts card payments online securely by redirecting customers to the ePDQ secure payment environment. accessplanit's integration provides an exceptional customer experience from payment to booking confirmation and beyond.
PayPal
36 million businesses around the world offer payments with PayPal. accessplanit's PayPal integration means that you can seamlessly take payments directly from your website with all booking information instantly being added to your accessplanit platform.
Opayo
Opayo (previously Sage Pay) is a flexible payment solution designed for both small and large businesses. With accessplanit's Opayo integration you can process payments directly from your website with all booking information being passed back to your accessplanit system.
WPM Education
WPM Education is an education-industry specific payment gateway option. The WPM Education payment gateway option allows you to manage accessplanit payments alongside other education-based payments, such as accommodation fees, library costs, and course loans.
Stripe
Stripe is an online payment processing platform that supports millions of businesses and offers over 135 currency options. You can set up your accessplanit software to accept payments in just a few clicks so you can start taking online bookings (almost) immediately!
Outlook Plugin
Once installed it only takes a couple of clicks to log an email trail directly against a User or Account with our Outlook Plugin. Your emails are centralised, easy to access and stored alongside your other customer communications for a complete overview.
Exchange Calendar
Our Exchange Calendar integration syncs your accessplanit resource calendar with your existing Outlook calendars, meaning room diaries and trainer availability is always up to date. With uni or bi-directional ability, double booking errors are a thing of the past!
Zoom - coming soon
Deliver seamless virtual training with Zoom integration. Schedule, manage, and track online sessions directly from accessplanit, ensuring a smooth experience for both trainers and learners.
Single Sign On (SSO)
Single Sign On allows your users to access your accessplanit training management software via Active Directory authorisation. This means that they can log in to all of your ADFS managed systems using just use one set of login credentials for a stress-free workday.
Microsoft Teams - coming soon
Enhance collaboration and communication with the Microsoft Teams integration. Schedule and manage virtual training sessions directly from accessplanit, keeping your team connected and your learners engaged.
Power BI - coming soon
Unlock powerful data insights by integrating Power BI with your accessplanit platform. Visualise key metrics, track performance, and make data-driven decisions with interactive dashboards tailored to your business needs.
Build your own Checkout Basket - coming soon
Create a slick, branded checkout experience with our API-powered sample basket. Our ready-to-use template provides the perfect foundation for you to design and develop your own customised checkout process.
Build your own My Account area - coming soon
Give your customers a seamless experience with our API-powered, fully customisable My Account area on your website. Tailor the design and functionality to match your brand, meet customer expectations, and deliver a truly integrated digital experience.
Data Importer
Our Data Importer provides you with complete control of your data, allowing you to seamlessly transfer information from other software or spreadsheets such as company, delegate and course information. Manual data entry is eliminated, saving you tons of time.
Website Integration
Pull real-time course information through to your website that links directly to your Shopping Basket, for a unified shopping experience. We have a simple HTML plugin for super quick implementation or a full API option that provides additional design freedom.
API Feeds
accessplanit offers a host of API feeds, that connect your other systems to your accessplanit software. APIs include: Finance; Users & Accounts, and Course & Delegate feeds. It's easy to streamline your processes even further with these efficient add-ons.
Sandbox
Having a sandbox environment alongside your live site is a great way to test out new functionality and train new users without any risk. We update Sandbox sites in our regular build cycle, meaning you can try new features before applying any changes to your live environment.
Moodle
Moodle VLE lets you provide additional value to your clients with quizzes, forums, eLearning and coursework submissions for a blended learning experience. Our integration passes accessplanit course information seamlessly to your Moodle system, eliminating admin.