Integrate to get billing info for CRM and Customer Service boards for clients, or to sync contacts.
We’ll include Quickbooks/Xero on the list of suggested integrations.
And welcome to the Forum!
Time line? Would love to pull contact/customer list from QBO.
Hey @stone, this will not be added this year, sorry We have a lot more high priority features and integrations. Did you try to make it work with Zapier?
@stefan - do ya’ll have any good videos showing how to make things work with Zapier? I’d love to start using it, but lost with how it’d all work well