Integrations & add-ons for training providers.

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Integrations & add-ons for training businesses

Our integrations & add-ons mean that you can run your entire training business from one central platform.

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.

PowerBI - 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.

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.

Adyen payment gateway

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.

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.

Zynk Integration

Streamline all of your finance entry and invoice processes by sending your data from your accessplanit platform to finance tools, including Sage and Xero, through accessplanit's Zynk integration. Say goodbye to time-consuming data input and human error!

See what you get

What you get

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Global Payments (formerly Realex)

Global Payments

Realex 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 Realex 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

7 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.

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! 

Active Directory authorisation

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. 

Data import tool accessplanit

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 graphic

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 feed graphic

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

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. 

API feed cog

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.

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 payment gateway

Stripe payment gateway

Stripe is an online payment processing platform that supports 100,000+ 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!

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.

Finance Exports

Using custom built finance exports, your accessplanit training management 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. 

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.