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Centerbase Billing Integration

Sync your clients and matters from Centerbase to Billables AI.

Instructions

  1. Go to the Integrations page on Billables AI and select Centerbase from the Billing Integrations dropdown. Then click "Authorize".
  2. You'll be prompted to enter your Centerbase credentials to enable your account.
  3. You should see the Integration connected once you've successfully enabled:

Upon successful completion, you'll see your clients and matters populate on the Billing Codes page:

 

FAQs

What should I use for my Centerbase login?

Each user in Centerbase has both a USERNAME and an EMAIL ADDRESS. When logging into Centerbase normally, you would use your E-mail Address. However, in this case, you would need to use your User Name. It is possible for your User Name to be the same as the email address, but often times it is not. If you're not sure what your User Name is, please reach out to your Centerbase contact.