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Integrations

Connect your stack. Migrate to LevelUp with confidence.

Finance, scheduling, CRM, email and payments can plug into LevelUp - or move across during onboarding. Talk to COZQ about your current setup and we will outline what is possible.

  • 7Connection areas
  • 2Migration import paths
  • 1Discovery-led proposal

How it works

From your current stack to one connected platform.

LevelUp integrations are not off-the-shelf switches. COZQ scopes what to migrate, connect or replace based on how your business actually runs.

  1. 1

    Tell us your current setup

    Share the tools, spreadsheets and workflows your team relies on today. We listen before we propose anything.

  2. 2

    Map data and workflows

    We identify what should migrate into LevelUp, what should sync ongoing, and what can stay external for now.

  3. 3

    Configure imports and connections

    Method, Connecteam, finance and email connections are set up against your go-live plan - not a generic template.

  4. 4

    Go live with support

    COZQ handles onboarding and training so your team is not rebuilding schedules, customers and jobs from scratch.

Migration paths

Moving off Method CRM or Connecteam?

Dedicated import paths help you land in LevelUp without rebuilding customers, leads or rotas from scratch.

Migration import

Method CRM

Integrates with Method.me to import customers, leads and contacts for an easier migration from Method CRM into LevelUp, with cross-reference support where QuickBooks is also connected.

  • Import customers, leads and contacts from Method CRM
  • Cross-reference support where QuickBooks is also connected
  • Configured as a migration import during onboarding, not ongoing two-way sync back to Method
Migration import

Connecteam

Integrates with Connecteam to import schedules into the LevelUp diary, so teams moving from Connecteam workforce tools can migrate rotas without rebuilding them from scratch.

  • Import schedules into the LevelUp diary
  • Reduce manual rebuild of rotas when you move off Connecteam
  • Configured as a migration import during onboarding, not ongoing two-way sync back to Connecteam

Supported connections

Integrate with the systems you already use.

Finance, workforce, email, payments and custom API work - scoped to your setup and confirmed before go-live.

Finance and payments

Finance

QuickBooks

Supports two-way sync with QuickBooks for invoices, customers and financial records when configured for your business.

  • Two-way sync for invoices, customers and financial records when configured
  • Useful when finance must stay aligned with field operations
  • Scoped during discovery based on your QuickBooks edition and workflows
Payments

Stripe

Can integrate with Stripe for payment processing where required.

  • Online checkout on proposals, invoices and booking flows when configured
  • Staged payment schedules on Sales Build work
  • Payment recording visible on jobs and customer records

Migration paths

Migration

Method CRM

Integrates with Method.me to import customers, leads and contacts for an easier migration from Method CRM into LevelUp, with cross-reference support where QuickBooks is also connected.

  • Import customers, leads and contacts from Method CRM
  • Cross-reference support where QuickBooks is also connected
  • Configured as a migration import during onboarding, not ongoing two-way sync back to Method
Workforce

Connecteam

Integrates with Connecteam to import schedules into the LevelUp diary, so teams moving from Connecteam workforce tools can migrate rotas without rebuilding them from scratch.

  • Import schedules into the LevelUp diary
  • Reduce manual rebuild of rotas when you move off Connecteam
  • Configured as a migration import during onboarding, not ongoing two-way sync back to Connecteam

Productivity and email

Productivity

Microsoft 365

Designed to connect with Microsoft 365 for mail, calendar and document workflows.

  • Connect mail, calendar and document workflows where supported
  • Works alongside LevelUp customer and job records
  • Scope confirmed during discovery based on your tenant and processes
Email

Email inbox sync

Shared team mail inbox to send and receive from your business address, filtered by customers, external senders and staff mail, with replies logged.

  • Shared team inbox from your business address
  • Filter by customers, external senders and staff mail
  • Replies logged against the right customer and job context

Custom connections

Custom

Custom API integrations

Adapt LevelUp to your stack with custom API work where supported.

  • Connect third-party systems when a supported API is available
  • Webhook and automation options scoped per client
  • Useful when you run niche tools alongside LevelUp

Talk to us

Tell us about your current setup. We will show you how we can help.

Every field-service business runs on a different mix of tools. Share what you use today and what is painful - we will outline migration, integration or replacement options in a clear proposal.

  • Finance and accounting (QuickBooks, spreadsheets, other CRMs or job systems)
  • Workforce and scheduling (Connecteam, shared calendars, paper rotas, WhatsApp planning)
  • Sales and customer data (Method CRM, enquiry forms, proposal tools, portals)
  • Email and documents (Microsoft 365, shared inboxes, customer comms history)
  • Payments (Stripe, staged deposits, invoice collection processes)
  • Anything bespoke (internal tools, industry software, legacy databases)

Our approach

Integration done properly.

Scoped per client

Integrations are confirmed during discovery and proposal. We do not promise connections your stack cannot support.

Secure by design

Connections are configured with appropriate access, HTTPS callbacks and role permissions inside LevelUp.

Migration, not just plugs

Where you are moving off Method or Connecteam, we plan imports so LevelUp becomes your operating system - not another silo.

LevelUp logo

Ready to talk about your current setup?

Tell us about the tools, spreadsheets and workflows you use today - including any Method CRM or Connecteam data to migrate - and we will outline how LevelUp can connect or replace them for your business.

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