Connect Your CRM
Import supported customers, jobs and invoices, and keep them current.
Your CRM is where booked work and invoiced revenue live, so it is the connection that makes every other number mean something. Without it, Ghost can show you activity but not what that activity earned.
Open Setup → Connect bookings and revenue and choose your CRM.
What Ghost can import
Supported historical customers, requests, quotes, jobs and invoices.
What arrives going forward
New supported events through webhooks, as they happen in the CRM.
What may be unavailable
Records created before connection, depending on the integration. A record deleted in your CRM after Ghost imported it stops being updated but is not removed from history.
Supported CRMs
Jobber. If you use something else, connect your calls and enquiries first — Ghost is still useful without CRM data, it just cannot show booked revenue. See Why aren't historical bookings showing?.