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Archive for the ‘FileMaker Plug-ins’ Category

Seven Reasons to Use the FM Credit Card Plug-in with your FileMaker Solution

November 10th, 2017

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FM Credit Card v1 was first released in April of 2011 and discontinued in August of 2015. After increased interest from clients, we decided to bring the plug-in back to life, bigger and better than ever, and released v2 in September of 2017.

If you are a v1 client, you might be wondering, what’s so great about v2? Well, this blog will answer that for you. Here are seven good reasons to upgrade to FM Credit Card version 2.

Don’t feel like reading? Check out this quick video from our CEO, Marc, discussing the plug-in and v2 enhancements:

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1) FileMaker 16 Compatible. FM Credit Card v2 is compatible with FileMaker 14 -16. V1 is compatible with FileMaker 13 (which FileMaker has deprecated support for). Make your solution modern and take advantage of all that FileMaker 16 has to offer.

2) FileMaker 16 Script Steps. With the release of FileMaker 16, we added FileMaker 16 script step functionality to all of our plug-ins. Take advantage of this modern scripting method with version 2. Want to learn more about FileMaker 16 script steps? Here is a video of our CEO, Marc, explaining what they are: YouTube Preview Image

3) Gateway Compatibility. FM Credit Card is now compatible with Authorize.net and Authorize.net emulator gateways, as well as PayPal. And, with version 2, we consolidated all of the gateway-specific plug-in functions to more general functions to make it easier to program your scripts. Our plug-in developer also organized the functions to provide more flexibility and future expandability with the function calls to the plug-in.

4) Security Compliance. Version 2 is compliant with the latest security requirements and industry standards of TLS 1.2. These strict security requirements are mandatory for any modern payment transaction.

5) Card-present transactions. With version 2, if the card is present, you can conveniently swipe it right into FileMaker with a keyboard-emulating card reader – no need to type in the card info.

6) Server-side compatibility. This means you can now integrate with FileMaker Go, FileMaker WebDirect and Custom Web Publishing by way of the “perform script on server” script step. This enhancement greatly expands your deployment options and allows you to construct the exact workflow your company needs – be it on desktop, iOS device, or the web.

7) Free updates. Because FM Credit Card is a SaaS product, we will always ensure it is compatible with the three ever-changing environmental variables including both the Windows and Mac operating systems, the payment gateways themselves (i.e. Authorize.net), and the latest version of FileMaker, which we all know changes yearly. In any and all of these cases, we have you covered. Not only does SaaS cover future compatibility, it includes access to any new features we may build into the plug-in over time.

Starting at $35/year for a single user license, there is no reason not to upgrade! Visit www.fm-creditcard.com today to download the latest plug-in and take it for a test drive in our updated demo.

Core5 Starter Edition CRM – Integrating FileMaker with QuickBooks

November 1st, 2017

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The Core5 Starter Edition CRM comes with an impressive level of QuickBooks integration right out of the box. It can connect to QuickBooks Desktop or Online.

Core5 is preconfigured to:
1. Import Items, Taxes, Customers, and Vendors from QuickBooks
2. Push contacts to QuickBooks
3. Push invoices to QuickBooks
4. Pull balance due for invoices
5. Pull most recent payment date

It also has the ability to set flags on customer or invoice records to notify the user that something has been updated and the customer or invoice record needs to be re-pushed to QuickBooks.

The Core5 can do single record or batch pushes and pulls of contacts, invoices, and payment information.

How to add a new contact to QuickBooks

When you create a new contact there will be a red icon on the record – this indicates the contact is not in QuickBooks. Click “Push to QB” to push the single, new record.

Once it has successfully pushed, the icon will turn green.

If a contact record has already been pushed to QuickBooks, but has been updated – the QB icon will turn orange – indicating it needs to be re-pushed.

Here is a quick video demoing this:
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If you added or edited multiple records, you can push them all to QuickBooks at one time from the Dashboard.

On the Contacts tab, there is a “Push All to QB” button. This will call a script that looks for all new and updated records and pushes them all to QuickBooks at one time.

If you wish to not push a specific record, you can click the omit checkbox and that record will not be pushed.

Here is another quick video showing these actions:
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How to push an invoice to QuickBooks

One of the nice things about the Core5 Starter Edition is its consistency. It is almost the same process to push an invoice to QuickBooks as it is a customer.

Once an invoice is complete, you can push the “Push to QB” button in the top left. The QB icon will be red if the invoice needs to be pushed to QuickBooks, orange if it needs to be re-pushed, and green if it has been pushed and is up-to-date in QuickBooks.

Check out the video below demonstrating this:

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Invoices can also be pushed en masse from the Dashboard. Similar to Contacts, you can click the “Push All to QB” button to push all new and updated invoices to QuickBooks. The omit checkbox will prevent a specific invoice record from being pushed.

Here is your final video:
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How to pull balance due and payment information
Once an invoice has been pushed to QuickBooks, payments can be recorded in QuickBooks and then pulled into the Core5.

To pull balance information, click the green money icon on the invoice record. This will bring over the invoice balance and the date of the most recent payment.

On the Dashboard, you can also do a batch pull of balances due.

Try Core5 yourself with our online WebDirect demo.

Need QuickBooks Licensing? We can give you a discount on Pro, Premier, Enterprise, and Online licensing.

macOS High Sierra Compatibility

October 17th, 2017

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macOS High Sierra was released on September 25 and we worked diligently to test and update each of our plug-ins to confirm compatibility with the new OS. If you have updated to High Sierra make sure you download an updated plug-in.

Each plug-in comes with an updated demo file and many plug-ins feature new functionality, updated documentation, and bug fixes.

Plug-ins:
FM Books Connector Online v2.0.3.1: Available for client or server-side deployment and compatible with FileMaker Cloud, the FM Books Connector Online Edition connects FileMaker with QuickBooks Online. Users can save time and money by eliminating double entry of contacts, invoices or sales transactions. This release also includes additional plug-in enhancements and functionality.

Address Book Manipulator v4.0.2.1: The Address Book Manipulator allows users to update all contacts in FileMaker or Apple Contacts and then easily push the information from one application to the other, ensuring contact information is always up-to-date.

iCal Manipulator v2.0.2.1: The iCal Manipulator plug-in directly connects FileMaker with Apple Calendar. The plug-in supports multiple calendars, recurring events, and tasks. This release also includes additional plug-in enhancements and functionality.

FM Credit Card v2.0.0.0: Available for client and server-side deployments, FM Credit Card connects a user’s FileMaker solution to their preferred merchant services provider. Productive Computing also offers low-priced, basic integration packages for this plug-in.

PDF Manipulator DC v1.0.2.1: The PDF Manipulator DC Edition enables users to create a searchable document management system and process forms faster by extracting and inserting data between PDF form fields and FileMaker.

File Manipulator v4.0.2.1: File Manipulator can copy, move, rename, or delete files and folders directly from a FileMaker solution. In addition, it can compress and encrypt file data with password protection, as well as decompress and decrypt file data.

Change Printer v4.0.8.1: The Change Printer plug-in automatically changes printers, sets optional printing attributes, facilitates the coordination of large and complex print procedures, and easily switches between various types of printers/drivers.

Solutions:
Core5 Starter Edition v1.0.2.1: The Core5 Starter Edition is an intuitive and easy-to-use CRM solution. Pre-configured to connect with QuickBooks Desktop or Online, the Core5 is designed to be easy to customize and immediately deployable.

Core4 CRM v3.0.0.5: Core4 is a robust and expandable CRM solution. This business tool allows users to track everything from contacts to sales transactions and calendar appointments to notes and documents. The Core4 can connect with QuickBooks and Outlook for Windows, Apple Contacts, and Apple Calendar.

For additional information on product functionality, updates, and integration details, please contact sales@productivecomputing.com or call 760-510-1200.

Let’s talk integration – FileMaker to QuickBooks Integration

September 28th, 2017

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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.

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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

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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?”.

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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:

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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:

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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.