Calxa

Unlinked business units can be merged into another existing business unit.

Unlinked Business Units - Merge

Shem Bogusz

Mick Devine

Other Features and Settings

The Calxa Team prioritise the protection of your data and our systems to ensure they remain secure and reliable.

Data Security & Privacy at Calxa

Calxa is ISO 27001 certified, demonstrating our commitment to maintaining a robust Information Security Management System (ISMS).

ISO 27001 Certification

Data Security

If your exported file has Account or Business Unit numbers that do not match the format of your Calxa file

Import - Number Formatting

Import to Update existing data

Manual Organisation

Enable NDIA Bulk Claims

Set up an NDIA Customer Group

MYOB Setup for NDIA Bulk Claims

ABN for Service Providers on payment claim

Export an NDIA Bulk Claims File

NDIA Claims

Setting up an Outbound Data Feed for programmatic access to your Calxa data.

Setup Outbound Data Feed

A technical reference detailing every OData entity exposed by the Outbound Data Feed.

Outbound Data Feed Entities

How all the Outbound Data Feed entities relate to each other.

Outbound Data Feed Entity Relationships

Sample OData queries for retrieving filtered data from the Outbound Data Feed.

Sample OData Queries

A read‑only data feed that lets you extract monthly actuals, budgets, and metric data from Calxa into your own reporting, BI, or integration tools.

Outbound Data Feed  

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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