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Propelware Knowledge Base

Frequently asked questions and support documentation for Propelware

http://support.propelware.com/

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Frequently asked questions and support documentation for Propelware
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Propelware Knowledge Base | support.propelware.com Reviews

https://support.propelware.com

Frequently asked questions and support documentation for Propelware

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1

Salesforce FAQ - Propelware Knowledge Base

http://support.propelware.com/article/28-salesforce-faq

This is a general FAQ to address common questions users ask. This list will grow over time, so check back for updates. Q: How does Autofy bring invoice details back to Salesforce? A: Autofy automatically generates fields in Salesforce, in the opportunity, to display pertinent invoice details for your Salesforce users to see. This is a great way to keep from giving QuickBooks access to users that otherwise wouldn't need it. Here are the fields:. In the app, or click on the green support button in the lowe...

2

How does Autofy know what to sync? - Propelware Knowledge Base

http://support.propelware.com/article/23-how-does-autofy-know-what-to-sync

How does Autofy know what to sync? With any syncing software, it can be hard to know detail about how it decides to sync certain records. Much of it has to do with detecting when a document has changed since the last sync, which we manage through last modified time stamps. On the Autofy settings page, we have an option that defines when your start date and time is. This tells Autofy when the "beginning of the world" was, meaning that any transactions or records created before.

3

Syncing Salesforce - Propelware Knowledge Base

http://support.propelware.com/category/6-syncing-salesforce

Customer Hierarchies Synchronization (Parent/Child Accounts). Autofy for Salesforce Nonprofit (NPSP). Propelware 2017. Powered by Help Scout.

4

Getting Started - Propelware Knowledge Base

http://support.propelware.com/category/8-getting-started

How does Autofy know what to sync? Exporting Historical Data From QuickBooks. Propelware 2017. Powered by Help Scout.

5

Integration Prep Guide - Propelware Knowledge Base

http://support.propelware.com/article/7-integration-prep-guide

Now that you've selected Autofy for integration, here are a few steps to follow to make sure that your implementation goes as smoothly as possible. Let's take a look at an example using QuickBooks and Salesforce. Before integrating two systems, it's important to maintain your data so it stays as clean as possible once records start getting synced. For instance, if you have a customer in QuickBooks:. Anywhere, MN 55044. And in Salesforce.com you have:. Anywhere, MN 55044. How, you ask? The Implementation ...

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Autofy for Salesforce — QuickBooks, Salesforce Integration | Propelware

http://www.propelware.com/autofy-for-salesforce

QuickBooks, Salesforce Integration Propelware. Autofy integrates Salesforce.com to QuickBooks and QuickBooks Online. Autofy: QuickBooks Salesforce Integration. Autofy for Salesforce integrates QuickBooks Desktop and QuickBooks Online (QBO) to Salesforce in just a few easy steps. Stop errors, wasted time, and hassle in their tracks. Start automatically syncing your important data on demand or on schedule, and save time! Free 14 Day Trial. Ability to accommodate custom fields and custom objects. A: Autofy ...

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English (U.S.). Publisher: Payments and Finances. Publisher: Tips and Tactics. Happy New Year 2017! Posted by David Marsh on 29 December 2016 06:55 AM. With 2016 coming to a close, we would like to THANK YOU for collaborating with us during this fruitful year. It is amazing how much we have managed to do together, and it has always been a pleasure to help you achieve your ambitious goals and grow your business with us. Warmest greetings and best wishes from PropellerAds Team! We are happy to present to y...

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