link FieldMotion customers to Quickbooks customers through Zapier
note: we now have a built-in connection to QuickBooks, so the below article is useful for understanding how to set up Zapier, but the purpose-built internal QuickBooks connection plugin should be used instead
Zapier is a very popular middleware system that connects hundreds of online applications together.
With Zapier, you can very quickly link your FieldMotion information to any of those hundreds of applications. Today, I’ll describe how to automatically create customers in Quickbooks when a customer is added to FieldMotion.
You will need a Quickbooks account, a FieldMotion account, and a Zapier account.
Login to your Zapier account and click Make A Zap.
Choose the FieldMotion app. If you don’t see it, ask us to send you the Beta
Choose the New Customer trigger, and click Continue
Select the FieldMotion account you are linking to and click “Save and Continue”. If you have not already set up a connection, use the “Connect a New Account” link to do so, then come back to this.
Next, you need to test the connection. By running the test, Zapier requests a list of customers from FieldMotion. You should make sure your FieldMotion account has at least one customer in its database.
If you click on the “view your customer” link, you’ll see something like this:
Next, you should select the “QuickBooks Online” app
Choose “Create Customer” and click “Save + Continue”
Connect to the QuickBooks account by following the steps (note that it requires a subscription account. a trial account will not work)
When that’s done, select the account and click “Save + Continue”
The next step is to link the FieldMotion customer fields to the QuickBooks fields. To do this, click on the Menu icon on the right of each field:
A list of FieldMotion customer fields will appear in a drop-down. Click the appropriate one for each field.
Full name = Name of the Customer
Email = Email
Company = Name of the Customer
Phone = Landline
Address Line1 = Street Address1
Address Line2 = Street Address2
Address City = County
Address Zip Code = Postcode
Address Country = Country
click Continue when done.
Next, you are shown a quick preview of what will be exported to Quickbooks
press Create and Continue, and a test will be done on the Quickbooks account
If you check your Quickbooks account, you will see the new customer already imported
Finally, just click Finish, give the new zap a name if you want, and turn the zap on.
That’s it! You’re connected now.