To start, connect both your upbooks and accountedge accounts to viaSocket. Once connected, you can set up a workflow where an event in upbooks triggers actions in accountedge (or vice versa).

Absolutely. You can customize how upbooks data is recorded in accountedge. This includes choosing which data fields go into which fields of accountedge, setting up custom formats, and filtering out unwanted information.

The data sync between upbooks and accountedge typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.