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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

Introducing Core5 Starter Edition CRM – Intuitive, scalable, and pre-configured for QuickBooks

October 20th, 2016

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CRM – that ubiquitous acronym you hear a lot in business. Customer Relationship Management or a Customer Relationship Manager can mean and do a lot of different things. It embodies how you handle your customers, how you structure your workflow, and how you build relationships with clients. The market is flooded with various CRMs for your business. Some are simple, some are robust, some are industry specific, and some service a broad spectrum of businesses. However, it is our opinion that the best CRMs are those built in FileMaker. FileMaker allows you to design simple, intuitive solutions, as well as complex, specialized, and expansive databases, capable of processing and analyzing mass amounts of data.

Our latest offering builds upon to the existing repertoire of FileMaker CRMs, but what sets it apart is it beautiful simplicity, unlimited possibility, and affordable price tag. If you are looking to get started with FileMaker and (or) are interested in quickly integrating your QuickBooks file with a CRM, the Core5 Starter Edition CRM is the perfect pre-built solution for you.

This solution is designed to integrate with your existing QuickBooks company file (Desktop or Online). After purchasing our FM Books Connector or FM Books Connector Online Edition plug-in, you can quickly import your contacts, tax rates, items, and vendors in to the Core5 and then begin pushing contacts and invoices to QuickBooks and pulling payment and balance information back into Core5.

Some of you may be familiar with our existing Core products, the Core5 Starter Edition joins this family and provides an option for those who are interested in a simplified, yet surprisingly versatile, CRM solution.

The Core5 allows you manage the following aspects of your business.

Contacts: The Core5 is designed for you to easily import your contacts from your QuickBooks file or other data source. Once you are up and running, you can easily add leads, customers, and vendors.

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In the Contacts module you can also track related notes, maintain appointments and to dos, and link contacts to estimates, orders, invoices, and documents.

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Sales: Create estimates, orders, and invoices for contacts and track your sales progress as deals develop.

 

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Integrate with QuickBooks to easily push invoices to QuickBooks and pull invoice balance information back into the Core5 for your team to view.

 

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Documents: Go paperless with secure document storage, link documents to related contacts and tag with keywords and descriptions.

 

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Dashboard: Managers can use the Dashboard to analyze various graphs and charts on customers and sales and get an overview of contacts, to dos and appointments, and all sales transactions. The bookkeeper can use the Dashboard to perform batch pushes of contacts and invoices.

 

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There are three licensing options for the Core5 Starter Edition:

1. Free Core5 Starter Edition Desktop – A free, single-user desktop CRM. This is a great option if you are a one man team and want a quick way to get started with a CRM.  Interested in taking Core5 for a trial run? We encourage you to order this free runtime solution as a way to get an idea of what the Core5 Starter Edition can do. However, this version of the Core5 Starter Edition is not customizable and all infomation is local to the machine it is installed on.

2. Core5 Starter Edition SaaS – This is the ideal option for a team. We host the solution allowing you and your team to work seamlessly across iPad, Windows, Mac, and the web. Customization is available for an additional fee, and we provide all necessary FileMaker licensing.

3. Core5 Starter Edition Site License – The site license is fully unlocked allowing you to customize it to your heart’s desire. You also have the ability to host the file for mobile and multi-user access.

All plug-ins for QuickBooks integration are sold separately.

Please visit www.Core5CRM.com for more details, to request your free runtime, and for additional product and training resources.