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Archive for the ‘FileMaker Plug-ins’ Category

Setting up your Core5 Starter Edition with QuickBooks Online

May 31st, 2017

In order to setup your Core5 Starter Edition CRM with your QuickBooks Online file, there are a number of steps you need to take.

We have a few of videos that walk you through how to install and register the client-side plug-in (on Windows and Mac), as well as how to authenticate your plug-in with your QuickBooks file.

Here are comprehensive instructions on how to setup your Core5 Starter Edition file with the FM Books Online Edition server-side plug-in.

1. Go to Preferences and locate the QuickBooks tab.

2. Check the box to indicate that you intend to integrate your Core5 Starter Edition with QuickBooks.

3. On the FM Books Connector tab click on the QuickBooks Online button.

4. Then check the box asking if you would like to use this plug-in on the server

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Hosting your file and installing your server-side plug-in:

Before using the plug-in, you will need to host your file. In order to host the file, you need to have access to an account on the server – you either have to be an admin or part of an admin group.

Here are instructions on how to host a file.

Start at 1:08 for instructions on how to host your file and then install the plug-in.

From minute 2:19 – 3:15 the video reviews how to install the plug-in on your server and typical errors that you might encounter trying to install it – as well as how to fix those issues.

If you prefer step by step instructions:

To host the file Go to File >> Sharing >> Upload to FileMaker Server

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1. Select “local hosts” in the Hosts drop down.
2. Select the server you wish to load it on to.
3. Enter server credentials and click next.

It will prompt you that Core5 needs to be closed before it can proceed with the upload.
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You will select Core5.fmp.12 to be uploaded and click upload.
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The Core5 file will upload. Then you can select Done and the Core5 will reopen automatically.
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The next step is to install and register your plug-in:

1. Click install – this will install the local (client) version of the plug-in on your computer and the server-side copy on the server.

2. Enter your license ID in the License ID field and click register. The plug-in will now be running in live mode.
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Test Connections:
The last step is to test your connection – this will authenticate the Core5 Starter Edition with your QBO file.

At this step the process will differ depending on whether you’re on a Mac or Windows Computer.

Windows:
Clicking test connection will bring up a web browser. Log into your QBO account then click authorize on the next window – you are authorizing the sharing of your data between QBO and our FM Books Online plug-in.

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You will then need to copy the session ticket that appears in the browser window.
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Then paste the ticket into the popup window in your Core5 and click OK.
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The Core5 will then indicate that you have successfully connected to QBO.
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Mac:

Click test connection.

Instead of being redirected to a web page like with Windows, there will be a popup window – log into your QBO file via this window and then click authorize on the next window – you are authorizing the sharing of your data between QBO and our FMBOE plug-in.

You will not need to copy and paste the session ticket, as the Mac OAuth process handles all of that. The Core5 will then indicate that you have successfully connected to QBO.

You can now proceed to the QuickBook Import tab to pull in all Items, Taxes, Vendors, and Customers from your QBO file to the Core5 Starter Edition.

FileMaker 16 Compatibility Update: Plug-ins and Solutions

May 12th, 2017

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FileMaker 16 was just released and that blue color scheme is not the only thing that’s new! FileMaker 16 is debuting with some exciting updates for both Windows and Mac users.

For example:

– The Window’s version of FileMaker now has independent windows!
– FileMaker Go now supports animation and transitions with scripts, enhanced signature capture, and custom paper sizes.
– And among the many new features in FileMaker 16 for developers – you now have the ability to copy and paste value lists, utilize an enhanced data viewer, and integrate with new JSON functions, enhanced cURl options, and external script steps.

For a complete list of new features and to buy your upgrade today (at a discount) check out www.buy-filemaker.com.

To prepare our products for the FileMaker 16 release, we’ve implemented FileMaker external script steps in all of our plug-ins. These scripts will only be accessible when the plug-in is run in FileMaker 16 and allows a developer to specify plug-in functions as script steps instead of as calculation results.

Using script steps instead of the more traditional methods can make scripting within a solution more direct, as well as help with data entry validation. Some functions accept calculation-style input, while others accept a Boolean “true” or “false” option, and others employ a drop-down list for the developer to choose an option from. As stated earlier, the functionality of the plug-in script step is identical to its functionality as a calculation function.

Here is a video from our CEO, Marc Larochelle, with more information about external script steps.

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Currently, all of our plug-ins have been updated to provide this plug-in script step functionality when used with FileMaker 16. Along with the external script steps, calculation functions will still be provided for use in development; this is to ensure that scripts already integrated with any of our plug-ins will still be viable and functional, and the developer now has the option to utilize the plug-in script steps at his or her discretion.

For the latest information or downloads, please click on the product you’re interested in:

Solutions:
Core4
Core5 Starter Edition
Vessel Service Solutions

Plug-ins:
Outlook Manipulator
FM Books Connector
123sync
FM Books Connector Online
Address Book Manipulator
iCal Manipulator
eSign Signature Capture
Biometric Fingerprint Reader
PDF Manipulator DC
Change Printer
File Manipulator

New Utility Tool: Outlook Manipulator Mac Template

April 26th, 2017

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Now available on our website is a free utility tool for Macintosh-based developers that works hand in hand with the Outlook Manipulator for Windows.

The Outlook Manipulator Mac Template plug-in is a template file that allows Mac FileMaker developers to write scripts from a Mac operating system to be used with the Windows-based Outlook Manipulator plug-in and Windows’ Outlook and Exchange applications.

All functions available to the Outlook Manipulator plug-in for Windows are also available in the Outlook Manipulator Mac Template. However, one important difference is that the Mac Template has zero functionality implemented within it. The Outlook Manipulator Mac Template will not perform any actual data transfer between FileMaker Pro and Microsoft Outlook.

The intent of the Outlook Manipulator Mac Template plug-in is to provide a useful tool for Mac-focused developers and integrators of the Outlook Manipulator plug-in to carry out their development from their preferred environment. For example, a Mac-based FileMaker developer could use the Outlook Manipulator Mac Template plug-in to write up an entire script for pulling emails from Outlook into FileMaker or pushing calendar events from FileMaker to Outlook on their macOS development machine and then access the same script in FileMaker Pro on a Windows machine and perform testing and refinement to ensure the script is functioning as intended. There is no need to rewrite the entire script or comment/uncomment every plug-in function call.

The Outlook Manipulator Mac Template plug-in requires no registration, no extra installations or required resources. To get started, simply download the Outlook Manipulator Mac Template from the link below. Unzip the bundle and place the “PCEMOutlookManipulator.fmplugin” file into either the FileMaker global extensions folder or the direct FileMaker Pro extensions folder in your Applications folder.

Placing the plug-in in the global extensions folder will allow you to open any version of FileMaker and start scripting.
 
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If you place the plug-in in your FileMaker Pro 15 extension folder, you will only be able to script in FileMaker 15.
 
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After you have placed the plug-in in your preferred location, start FileMaker and you are ready to being scripting.

For the Outlook Manipulator Mac Template click here.

For more information regarding Outlook Manipulator for Windows please visit: http://www.outlookmanipulator.com/ and check out the overview video below.

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Important Note: The Outlook Manipulator Mac Template is for development purposes only. For full functionality to communicate directly with Outlook for Windows the full version of the Outlook Manipulator plug-in is required. Unfortunately, communication of any kind to the Macintosh version of Outlook is not available.

6 Reasons to Switch to FM Books Online Server Side Plug-in

February 3rd, 2017

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You asked. We listened.

The main driving forces behind your business are clients and revenue – so why not connect the two?

The FM Books Connector Online Edition plug-in connects FileMaker with QuickBooks Online and enables users to push and pull contacts, invoices, and other sales transactions.

A FileMaker and QuickBooks integration not only eliminates double entry but also provides your staff with quick access to pertinent financial data (like customer balances and invoice information) without multiple people accessing your sensitive QuickBooks company file. Check out the video below for an overview of the FM Books Connector Online Edition plug-in features and benefits.
 
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Now we have six new reasons for you to love our FM Books Connector Online Edition.

1. It is compatible with FileMaker Server 14 -15, Mac and Windows.

2. Now, multiple users can post to QuickBooks from multiple devices. Your front office staff can connect on their desktops with FileMaker client, your accountant can update items in FileMaker from her house – using a web browser and FileMaker WebDirect, and your sales reps can update client information or push invoices to QuickBooks on the road – from an iPhone or iPad via FileMaker Go. A server-side plug-in allows users to truly capitalize on the mobility of QuickBooks Online.

3. Faster load times than client-side plug-ins, meaning you get more work done in less time.

4. The convenience of only needing to install the plug-in one time in one location, versus having to install it on every users’ computer (and no more having to deal with reinstallations or transferring licenses from machine to machine).

5. For just $450 a year, you can have unlimited users per server – no more need for five, ten, or 20 users licenses. Now it is painless and easier than ever to add new users as your company grows.

6. Ability to connect with multiple QuickBooks Online company files. This is especially helpful if you are an accounting agency that is contracted to manage multiple clients or your company recently acquired a second firm and is undergoing a merger, or if you are a corporation that has multiple divisions that require their own dedicated company files.

The possibilities are endless.

This version release (2.0.1.0) includes:

– An updated demo file to introduce and familiarize users and developers with the new server functionality.
– New video for step by step instructions on how to install the plug-in on the server.
– Updated documentation for easier development and integration.

FM Books Connector Online Edition is available for an annual rate of $200 for a single user (Client license – no server-side functionality) and $450 for unlimited users (Server license). Every Server license includes a client license for developmental purposes.

For more information on the FM Books Connector Online Edition plug-in, visit www.fmbooksconnectoronline.com or call 760-510-1200.

Is 123sync the Right FileMaker to QuickBooks Integration Option for You?

November 14th, 2016

Here at Productive Computing, we talk a lot about FileMaker to QuickBooks integrations. We even did a webinar about it. This is because: a) FileMaker is a powerful and versatile database platform with (almost) unlimited possibilities to help you organize and analyze your data, and b) QuickBooks is the most popular accounting software for small and medium businesses in the United States.

That being said, what makes more sense than to have these two applications communicate and share information? Connecting these two applications via a plug-in (FM Books Connector and FM Books Connector Online) allows users to seamlessly exchange data between the two applications, saving time and money and reducing data entry errors.

A FileMaker and QuickBooks integration can be accomplished three different ways:
1. Custom integration with a plug-in
2. Purchase a CRM that is preconfigured to integrate with QuickBooks (i.e. Core5 Starter Edition)
3. Integration package

In this blog we’re going to talk about option number 3. Specifically, the 123sync™ Accounting Integrator.

The 123sync Accounting Integrator allows you to connect your FileMaker Solution with a variety of QuickBooks’ lists and transactions. 123sync, like other integration packages, offers clients a faster and more affordable option to the traditional custom integration. With two integration packages available (Basic and Advanced), you are able to achieve a virtually custom integration at a fixed price.

123sync is ideal for clients who:
1) Have an existing FileMaker solution
2) A well-structured QuickBooks file
3) A workflow that ensures all transactions begin in the FileMaker solution
4) Do not have an in-house developer familiar with plug-ins and QuickBooks or do not want to hire someone to do a custom integration

This application was built to communicate with one QuickBooks file and is compatible with QuickBooks Desktop for Windows, meaning Mac integrations require one instance of QuickBooks for Windows and FileMaker for Windows.

123sync gives the user the power to push, pull, modify, and delete various QuickBooks Lists and Transactions. The chart below reflects the functionality of 123sync version 9. Functionality is subject to change and we recommend you check out this functionality chart for the latest updates.

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With the release of version 9, users can take advantage of the updates listed below:
– Added compatibility for QuickBooks 2017 Pro, Premier, and Enterprise US, Canadian, and UK editions.
– Added compatibility for FileMaker 64-bit.
– Added new module to the Advanced Integration package to allow users to push and pull Vendor Bill Payments. 123sync will post new or modified check payments to Vendor Bills and pull check payments applied to Vendor Bills in QuickBooks. Credit card payments are not posted.
– Added ability to use multiple currencies to the Invoice and Payments module.
– Enhanced the Customer list to pull additional Customer information from QuickBooks.
– Enhanced the Vendor list to pull additional Vendor information from QuickBooks.
– Enhanced the Payments module to retrieve posted customer payments.
– Added visual indicators to each module to notify users when there are items ready to post.
– Added ability to pull the Currency list to the Basic and Advanced Integration packages
– This plug-in is verified compatible with FileMaker® Pro 13-15 for Windows (32-bit) and FileMaker Pro 14 -15 for Windows (64-bit)

As mentioned earlier, there are two integrations packages available. Depending upon your QuickBooks needs, you can either purchase the Basic Integration Package or Advanced Integration Package. 123sync requires a $600 yearly subscription that covers unlimited users and phone technical support. Your subscription qualifies you for free upgrades to the latest versions of 123sync and FM Books Connector plug-in – and ensures your 123sync file is always compatible with the latest versions of FileMaker and QuickBooks.

For more information please visit www.fm2qb.com.