Here you will find all the information you look for regarding the data sharing between Appointedd and the other apps of the marketplace
| Table of Contents | ||
|---|---|---|
|
Interesting workflow you can accomplish with Appointedd on our MarketPlace
When you create an employee in your HR application, it creates a new resource in Appointedd
When you add a new customer in your CRM system, it creates a new customer in Appointedd
When you create a new service in Appointedd, it creates a service in your accounting application
When you plan an appointment in Appointedd, it creates an invoice in your accounting application
Data shared between Appointedd and other apps
CRM and Sales data shared
| Entity shared | From Appointedd to other apps | From other apps to Appointedd | See it on my Impac! Dashboard |
|---|---|---|---|
Company |
|
| |||
| Items (services only) |
|
| All invoice widgets |
| (If invoice is attached) | |||
| People (customers only) |
|
| Invoice List widget (If invoice is attached) |
Accounting data shared
Entity | From Appointedd to other apps | From other apps to Appointedd | See it on my Impac! Dashboard |
|---|---|---|---|
| Invoices |
| All invoice widgets |
HR data shared
Entity | From Appointedd to other apps | From other apps to Appointedd | See it on my Impac! Dashboard |
|---|---|---|---|
| Employee |
|
| Employees list widget |
How can I share my customers on Quickbooks with my contacts and organizations in my CRM?
QuickBooks customers can correspond to contacts or organizations in your CRM, and here is how it works:
The only field required to register a customer in QuickBooks (and to send it to other apps) is "Display name as"If you do not specify neither the "First name" or the "Last name" of your customer in QuickBooks, Connec! assumes that the customer is only an organization and it creates a new organization in your CRM, with "Display name as" (QuickBooks field) as the "Organization Name"
If you specify a "First name" or a "Last name", but do not specify a "Company" for your customer in QuickBooks, Connec! assumes that the customer is only a contact and it creates a new contact in your CRM, with "First name" and/or "Last name" (QuickBooks fields) mapped to "First Name" and/or "Last Name" in your CRM
If you specify in QuickBooks, for your customer, a "First name" or a "Last name", and a "Company", then Connec! creates a new contact and a new organization in your CRM, and the contact will be linked to the organization (field "Organization Name" in your CRM, field "Company" in QuickBooks)
FAQ
FAQ
In the following section add the main limitation / specific information regarding the data mapping of this specific entity as a Question/Answer, e.g.:
Coming soon...
Team Work
All the apps available on Maestrano marketplace share data with Appointedd
However, these three apps are the best matching for Appointedd
Xero
Quickbooks
Constant Contact