Integration Portal User Guide simPRO - QuickBooks Time Integration - Import Jobs/Quotes to QuickBooks Time Another function in the QuickBooks Time Sync Portal is an option to selectively import new Jobs and new Quotes. This feature is useful if you ...
Integration Portal User Guide simPRO - Infusionsoft Integration - Show Project Tags If you want to view all the tags that has been brought across from simPRO to Infusionsoft via the SyncEzy Integration, you can use the Show Project Tags function. ...
Integration Portal User Guide simPRO - QuickBooks Time Integration - Overview A typical workflow for your team might be as follows: Create a Job in simPRO. Job automatically comes to QuickBooks Time through SyncEzy. Optionally schedule in QuickBooks ...
Integration Portal User Guide simPRO - Infusionsoft Integration - Overview A typical workflow for your team might be as follows: 1. Nurture leads in Infusionsoft. 2. Send contact and company from Infusionsoft to simPRO when ready to create a quote by ...
IntegrationPortal User Guide simPRO - Salesforce Integration - Overview A typical workflow for your team might be as follows: Nurture leads and track opportunities in Salesforce Send contact and company from Salesforce to simPRO when ready to create ...