Integrating with Tabs

Tabs is an AI-native revenue automation platform that streamlines contract ingestion, billing, cash application, revenue recognition, and reporting. Connecting Tabs to Drivetrain lets you automatically sync your customers, contracts, invoices, payments, and revenue data, so your models and reports always reflect the latest billing activity.

This guide walks you through generating a Tabs API key and then adding Tabs as a data source in Drivetrain.

The Tabs connector is read-only — Drivetrain only pulls data from Tabs and never writes anything back.

Prerequisites

To connect Tabs to Drivetrain, you need:

• A Tabs account with admin access (only admins can create API keys).

• Access to your Drivetrain workspace with permission to add data sources.

What Drivetrain syncs from Tabs

Once connected, Drivetrain can pull the core entities of the Tabs data model:

• Customers — the businesses you bill, with contacts and custom fields.

• Contracts — agreements defining dates, payment terms, and obligations.

• Invoices — itemized requests for payment, with line items and dates.

• Payments — recorded receipts that settle outstanding invoices.

• Revenue & reports — recognized revenue, ARR, and cash-forecasting data.

Tabs Setup — Generate an API key

Tabs authenticates API requests with an Authorization-header API key. You will generate one in the Tabs app and paste it into Drivetrain.

Step 1: Open Developers in Tabs

Log in to Tabs and, from the left side navigation menu, click Developers. You must be an admin in Tabs to create a key — if you are not, ask your Tabs admin to create one for you.

Step 2: Create the API key

On the API Keys tab, click + Create API key. Give the key a recognizable name (for example, Drivetrain Integration) so you can identify it later, then click Create key.

Step 3: Copy and store the key

Tabs displays your new key only once. Click Copy and store it somewhere secure — you will paste this value into Drivetrain in the next section.

Treat the API key like a password. Never expose it publicly or commit it to source control. If a key is ever compromised, contact Tabs Support to revoke and reissue it.

Drivetrain Setup — Add Tabs as a data source

Step 1: Open Data and add a source

In Drivetrain, go to Data in the left navigation, then click the + button to add a new data source.

Step 2: Select the Tabs connector

In the Connect a datasource window, search for Tabs and select it under Billing & Invoicing.

Step 3: Enter your API key

On the Connect your Tabs account screen, paste the API key you copied from Tabs into the API Key field, then click Submit. The connector form has a single field — just the API key.

Step 4: Confirm the connection

Tabs now appears as a connected data source and begins syncing. Your Tabs data — customers, contracts, invoices, payments, and revenue — will populate in Drivetrain once the initial sync completes.

If you run into any issues connecting Tabs or do not see your data after syncing, reach out to your Drivetrain CSM and we will be happy to help.