Integrations

Overview

Although Core is a complete business and accounting software, you might want to keep using your existing accounting software due to some reason. Core has that covered. As a Core user, you can integrate with Office 365 and connect your Microsoft 365 Outlook/Hotmail/Exchange account with Core. Core also allows you to integrate with Google and connect the Core Calendar with your Google Calendar. Your day-to-day time, accounting and financial management tasks become easier when you use the integration feature to sync data between Core and your third-party accounting software (say Xero, QuickBooks or AccountRight). Integrating the two programs eliminates duplicate data entry. Each record common to Core and your third-party software shares a unique Link ID that identifies them as related. So, re-sending any record does not create duplicates in the other program.

Overall, Core allows you to integrating your data with the following third-party software programs:

After syncing your data, the sync adapter automatically maintains the changes between the two programs:

  • When server data changes
  • When device data changes
  • When the system sends out a network message
  • At regular intervals or as per sync schedule
  • On demand

Basic Tasks

Connect Your Accounting Software

Connect to DocuSign

Connect Your Office 365 Account

Connect Your Google Account

Advanced Tasks

Mark Screen as Favorite

Connect Your Accounting Software

Core allows you to sync your data with the third-party software such as your existing accounting software by connecting to that account. After connecting, you can see the email and company name of your connected account here for reference.

To connect to your accounting software:

    1. Open the Integrations screen from the side menu > Productivity Tools > Integrations.

integrations_connect.png

    1. On the Integrated Products tab, click Connect on the accounting software that you want to integrate with, say Intuit QuickBooks .

    2. Core tries to connect with your software and prompts you to sign in.

    3. When the information is verified and a connection established with your accounting software, you can view its sync settings.

Connect to DocuSign

Core allows you to integrate with DocuSign to automate your company's agreement and negotiation process. You can connect your company‚Äôs DocuSign account to Core to start sending documents and reports to your clients, other Core employees, vendors  or any contacts for electronic signing. For that, you first need to connect Core with your company's DocuSign account here.

To connect to DocuSign, watch this video or follow these steps:

    1. Open the Integrations screen from the side menu > Productivity Tools > Integrations.

      integratiosn_docusign_connect.png
    2. On the Integrated Products tab, click Connect on the DocuSign row.
    3. You are taken to the DocuSign account login page where you must enter your email address and click Continue. if you do not have a DocuSign account, you can sign up for it first by clicking that link.

      docusign_login.png
    4. Enter your Password and click Log In.
    5. You might also have to verify the login with a verification code. Click Confirm.
    6. Next, BQE Core-DocuSign requests permission to create and send envelopes, and obtain links for starting signing sessions. By clicking Accept, you allow the application to use your information in accordance with their respective terms of service and privacy policies.
    7. Your accounts are connected now. On the DocuSign Settings screen, you can see your third-party connection settings. Check DocuSign Integration for details.

Connect Your Office 365 Account

Core allows you to integrate with Office 365 and connect your Microsoft 365 Outlook/Hotmail/Exchange account with Core. After you have connected to your Office 365 account here, you can view your Outlook/Hotmail/Exchange calendar in Core and also emails (in CRM only). This integration supports any Microsoft Cloud account that connects with Office 365.

Note: This is an individual-level user integration and not a company-level integration. An Office 365 account can be connected with only one Core user to avoid duplication of emails. In other words, multiple users cannot connect to the same Office 365 email account.

To connect Core to your Outlook 365 account, watch this video or follow these steps:

    1. Open the Integrations screen from the side menu > Productivity Tools > Integrations.

integrations_connect_office_365.png

    1. On the Integrated Products tab, click Connect on the Office 365 row.

    2. When you connect Core to Office 365 using your Microsoft Exchange account for the first time, you are prompted to grant permission to Core to access your account information, which requires administrator approval. If you have an administrator account, click the link to sign in and give your consent. (However, if you are not the admin, you have to send a request to your administrator to allow this.) For those connecting through a Hotmail account, there will be no such prompt and you will be required to give consent directly.

    3. This consent allows Core to connect to your Microsoft account and then prompts you to sign in. Click Next.

      ms_signin.png

    4. Enter your password and click Sign in.

    5. When the information is verified and a connection established with your software, you can give Core permission to read and access your Outlook 365 data by clicking Yes.

The accounts are connected and you can choose to access your Outlook/Hotmail/Exchange emails and calendars in Core.

Connect Your Google Account

Core allows you to integrate with Google by connecting your Google account with Core. After you have connected to your Google account here, you can view your Google calendars in Core Calendar.

Note: This is an individual-level user integration and not a company-level integration.

To connect Core to your Google account, watch this video or follow these steps:

    1. Open the Integrations screen from the side menu > Productivity Tools > Integrations.

integrations_google_connect.png

    1. On the Integrated Products tab, click Connect on the Google row.

    2. When you connect Core to Google using your Google account for the first time, you are prompted to choose a Gmail account and sign in to it. You must grant permission to Core to access your account information.

      google_choose_account.png

    3. When the information is verified and a connection established with your software, you can give Core permission to read and access your Google data by clicking Allow.

google_choose_account2.png

The accounts are connected and you can choose to access your Google calendar events in Core.

Note: Google Drive is included in the authorization of Calendar integration because Core works with event attachments as well. If you add attachments to events in Core, they are uploaded to Google Drive and, similarly, Core needs to download attachments attached to events in Google Calendar from there.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in Core as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in Core from User Preferences.

To mark this screen as your favorite, watch this video or follow these steps:

    1. Open the Integrations screen from the side menu > Productivity Tools > Integrations.

integrations_favorite.png

    1. In the list view, click favorites.png on the top-right.

    2. You can access this screen from the side menu under Favorites.

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