Google Calendar Link

Integrations
1

Hi,

I currently use scheduling/ CRM type software to keep track of my appointments, and Quickfile for quotes, invoices and accounting.

I’m tiring of typing in client details, especially new clients, in to 2 packages. So, I have integrated Quickfile with the Google calendar. Works a treat except the calendar entry does not show client address.

That is ok with regular clients, but a pain with new clients. I take my ipad out with me during the day and as you don’t have an app i need to log in to the control panel to find address, postcode and sometimes phone number of the client which is a little time consuming and tricky when out and about.

I am wondering if the calendar entry can share client details with Google, or is there another package that will link with Quickfile to do a similar job.

Thanks.

2

Hi @fishybusiness

We currently offer the ability to integrate with Zapier which may be useful for this, although I haven’t tried it myself.

I think the best way to achieve this would be to play around with Zapier and see what you can come up with:

Hope that helps

[Edit]
Just having a quick look at this, it does appear that you can pull an address from an invoice when it’s created and you can add it to the location field of a Google calendar event:

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3

Thanks, I had seen the address pull.

Also know about Zapier, just seems like a complicated way to get anywhere near being able to use Quickfile data outside of the software package.

I understand your core business is accounting, and I guess that is where it will stay. Would be incredibly useful if you were able to directly link to a contact/ appointment management system as many of us visit many clients during any given week and have to utilise another system to keep track of the days.

4

The Zapier route may be a little more complicated but it gives us the greatest reach in terms of who we can connect to, Zapier now supports over 500 web applications and is expanding fast.

Building bespoke integrations is expensive and there’s such a broad spectrum of different web applications out there now, we can only really consider direct integrations where we have a reasonable percentage of our user-base also using that service, e.g. Dropbox, PayPal, Google Calendar etc.

Hope that makes sense.