Connect AccessPlanit With Your Other Systems

Most training providers, universities, and membership bodies run AccessPlanit alongside a mix of other tools, and no single vendor covers all of them. We connect it to the systems you already use rather than asking you to change how you work.

On the CRM side we regularly link AccessPlanit with platforms such as HubSpot and Salesforce, so enquiries, bookings, and course history sit where your sales and membership teams need them. For finance we build syncs into accounting systems, including work like Xero and WooCommerce, and card and payment flows through providers such as Worldpay. We also connect eLearning tools, membership sites, and public-facing websites.

If a platform has an API, we can almost certainly link it to AccessPlanit. Where it does not, there is often still a sensible route in, and we will tell you plainly whether it is worth taking. This all sits within our wider API integrations work.

One of the most common requests is getting course bookings taken on your own site into AccessPlanit without manual entry. A delegate books and pays on your website, and the enrolment, the record, and the payment status appear in AccessPlanit ready for your team to action.

This matters because the booking page is where the pressure is highest. A double entry or a missed enrolment during a busy intake period is exactly the kind of error that annoys learners and costs your team time to unpick. A direct link removes that gap entirely.

We build the booking journey to match how you actually sell training, whether that is open courses, in-house dates, or membership-linked places. If the wider site needs building or reworking too, that pairs naturally with our web design and development work.

Finance is where inconsistent data hurts most, because it shows up in reports, reconciliations, and the numbers you report to the business. When AccessPlanit and your accounting system disagree about what was invoiced or paid, someone has to find out why.

We map exactly which fields move between systems, in which direction, and what should happen when the two disagree. Invoices raised in one place, payments recorded in another, and credits or refunds all need a clear rule so nothing is doubled up or lost. That mapping is the part most projects rush and later regret.

The result is finance data you can trust across systems, so reporting is faster and month end is less of a hunt. Where a finance sync is part of a broader tidy-up of manual processes, it often sits within our business automation work.

We start by mapping the data before writing any code: what moves, how often, in which direction, and what should happen in the awkward cases such as a cancelled booking, a part payment, or a delegate who exists in one system but not the other.

From there we build against the real AccessPlanit API in a staging environment rather than a mock, so we meet the same authentication rules, rate limits, and error responses you will see in production. We test with messy, real-world data on purpose, because tidy data is not what breaks an integration.

You get documentation that explains what was built and how it behaves, so the next developer, ours or yours, is not reverse-engineering it months later. If your integration feeds a delegate portal or a larger system, that connects to our portal and platform development work.

AccessPlanit integrations move exactly the data you are obliged to protect: delegate records, contact details, and payment information. We handle credentials properly, encrypt data in transit, request only the access an integration genuinely needs, and keep a record of what moved and when.

Where an integration touches personal or payment data, we build with your GDPR obligations in mind from the start rather than bolting them on afterwards. That keeps you on solid ground with both learners and auditors.

APIs also change over time, and an integration that was never designed to be maintained is the one that fails quietly at the worst moment. We build in sensible error handling and alerting so you know if something stops flowing, and we offer ongoing support so monitoring and fixes are simply handled as your training business grows.