Archive

Archive for September, 2017

Let’s talk integration – FileMaker to QuickBooks Integration

September 28th, 2017

FM_to_QB
Earlier in the year our CEO, Marc, did a webinar for the Blue Feather Group/ Atlanta FileMaker Dev Group all about integrating FileMaker and QuickBooks – but before we get into that, let’s talk a bit about why Marc spoke on this topic.

Here at Productive Computing we have made it our business to know all there is about QuickBooks and FileMaker integrations and to offer our clients an array of products and services to help them get up and running with an integration.

We offer:
– The FM Books Connector plug-in for QuickBooks Desktop
– The FM Books Connector Online Edition plug-in for QuickBooks Online
Core4 CRM and Core5 Starter Edition CRM (both of which come preconfigured to connect with QuickBooks)
123sync Accounting Integrator, which offers two fixed-price integration plans for QuickBooks Desktop
– Custom development services to assist you with your integration
– Discounts on both FileMaker and QuickBooks licensing

We actively work to make it as easy as possible for clients to connect two of the most important office software solutions.

We’re also proud to announce that we just released FM Books Connector v10. And, let us tell you, it has aged beautifully. This plug-in is compatible with QuickBooks 2014–2018 and FileMaker Pro 14-16 (32-bit and 64-bit).

As we alluded to earlier, we’re authorized Intuit resellers and, because of that, we are able to offer great rates on QuickBooks Desktop 2018 Pro, Premier, Enterprise, and Online licensing.

Now, for the real reason you clicked on this blog – the FileMaker and QuickBooks integration webinar.

For your viewing pleasure and to be sensitive to the fact you don’t have all day to watch webinars, I have detailed out what topics begin at what time. If you want to start at the beginning, you can just watch it from the video below.

YouTube Preview Image

At minute 7:08 Marc begins his discussion on QuickBooks and FileMaker integrations. He discusses the various QuickBooks integration products mentioned above and why there is no plug-in for QuickBooks Desktop for Mac (hint: it’s because there is no SDK).

At 11:00 minutes he discusses why businesses use QuickBooks and why people want FileMaker and QuickBooks integrations.

Starting at 15:50, he discusses what a typical desktop integration looks like and at 17:20 he reviews how a developer can do a desktop integration (custom integration, integration package, starter solution).

At 26:10 Marc begins his first demo to show importing contacts and items from QuickBooks into FileMaker and at 33:10 he turns on the debugger to show the “under the hood” of the import for items, taxes, customers, and vendors.

At 45:10 Marc demonstrates a FileMaker to QuickBooks push, specifically of a new customer.

At 48:20 Marc answers the question, why not just use the FileMaker field validation functions and discusses handling field validation.

At 57:00 Marc starts to discuss batch pushes to QuickBooks.

At 1:01:30 Marc discusses some QuickBooks rules that affect FileMaker and QuickBooks integrations and begins to answer some Q&A.

At 1:06:40 Marc discusses the Intuit OSR (onscreen reference).

At 1:08:00 David, a FileMaker developer, shares his own story learning how to do a custom integration with QuickBooks and FileMaker.

Hopefully this helped you and answered a few questions you might have had about integrating FileMaker with QuickBooks. For more information please feel free to check out our website www.productivecomputing.com or contact us at sales@productivecomputing.com.

Which is right for your integration? Outlook Manipulator or Exchange Manipulator SE?

September 7th, 2017

OM-VS-EM
If you are interested in integrating your FileMaker solution with Microsoft Exchange or Outlook and you have taken a peek at our site, you have probably seen that we offer a plug-in for each. To further muddy the issue – you’ve probably noticed that the Outlook Manipulator works within the Exchange Environment.

So which plug-in is right for your integration- Outlook Manipulator or Exchange Manipulator SE?

We have a comparison chart you can reference if you have feature specific questions, such as, “I need to manage contact data including photos; which plug-in should I use?”.

EMESvs.OM_Comp_chart_600

If your questions are a bit more complex, we’ve outlined a few user scenarios that could help you make a decision.

When to use Outlook Manipulator:

YouTube Preview Image

1) “Speed is paramount.”

If you want immediate or expedient responses from the plug-in and want to see your data appear immediately in your mail program (in this case, Outlook). Although the Exchange Manipulator SE plug-in will get the data into your mailbox quickly, it will still take time for the background syncing processes to pull and populate the data within your app from the Exchange account.
Outlook Manipulator, in this case, would be best because it is being generated first in Outlook and then pushed to the Exchange account via the sync mechanism.

2) “I use iCloud/Google/an IMAP account for my mail/contacts/calendar events.”

If you are using a non-Exchange account for managing your mail, contacts, and/or calendar events then you need to go with Outlook Manipulator. The Exchange Manipulator SE plug-in is only designed to communicate with Exchange accounts; it cannot access iCloud/Google/IMAP/POP3 accounts. The Outlook Manipulator, since it communicates to Outlook directly, is able to talk to these other account types because Outlook can talk to these other account types.

3) “I don’t have the budget to perform a lengthy plug-in scripting migration.”

Converting the scripts and schema that reference Outlook Manipulator to use Exchange Manipulator may be costly or time consuming; though the functions are nearly identical in name, their underlying mapping, how each function is recognized and specified in FileMaker’s scripting engine, is completely different. If you don’t want to convert the plug-in, we offer development assistance using the Migration Guide and a paid tech support call (or two, depending on how much needs to be converted), or you can simply continue to use Outlook Manipulator.

When to use Exchange Manipulator SE:

YouTube Preview Image

1) “I need to access my mailbox information while out in the field.”

If you work on the go and need a mobile solution (or already have one) then you need the flexibility that a FileMaker Server enabled plug-in offers. The Exchange Manipulator SE will allow you to push and pull data from FileMaker Server – you can do that via Perform Script on Server (for FileMaker Go) or directly from a WebDirect interface.

2) “I need to phase out my robot syncing machine” / “I don’t want to set up a robot machine to sync.”

Again, this is tapping into the power of a server-side plug-in. Your robot machine is/would be set up to push and pull data with an Exchange account or multiple Exchange accounts and this process can be completely replaced by setting up scheduled scripts to be performed by FileMaker Server. Processes can be automated in these scripts for performing mass pushes of information from FileMaker to Exchange pulling data in or performing any combination of features the Exchange Manipulator SE plug-in offers.

There are, of course, other situations that may muddy the water between which plug-in to use. Hopefully, these guidelines have given you a better idea about which plug-in is the best choice for your situation. If not, give us a call at 760-510-1200! We’re happy to talk with you about your integration situation and help you determine which plug-in is right for you.

Check out www.outlookmanipulator.com or www.exchangemanipulator.com for more information on each plug-in.