Idea

jason2969 avatar image
jason2969 suggested Deepika Chauhan commented

Integrate Quickbooks contacts into RingCentral

Quickbooks integration. Is there a way to integrate quickbooks contacts into RingCentral? That way when a customer calls their name appears in the CallerID.
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5 Comments

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beth2963 avatar image
beth2963 commented
Count me as a second vote for this feature. Would love to avoid redundant data entry any time we add a new client or update a current client's contact info.
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benjamin-dean avatar image
benjamin-dean commented
Thank you for the suggestion.

There are four ways integrations can become reality. The list below is in order or preference, and probability.

1. The target provider develops an integration with RingCentral as a partner (in this case, it would be Quickbooks building an integration with us).
2. Customer develops a private integration for their own usage if the target provider offers an open API as well (since RingCentral already does).
3. Customer pays for RingCentral Professional Services to develop a custom integration for them (contact your Account Executive for more info).
4. RingCentral develops an integration with the target provider.
3 comments
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chris-sternfels4479 avatar image chris-sternfels4479 commented ·
Can someone please reach out to me to look into option 3. We are very much interested in this. My direct number is 734-XXX-XXXX.

Thank you,
Chris Sternfels, CEO
Medsupplier Corp.
1 Like 1 ·
benjamin-dean avatar image benjamin-dean commented ·
Hey Chris, I have sent this post and your information to our Professional Services Team. Also, I edited your original post to hide your phone number (so you do not get SPAM phone calls from bots (but have given that info to the PS Team).

Let me know how things go please.
1 Like 1 ·
heather-marquardt4752 avatar image heather-marquardt4752 commented ·
If this becomes widely available I would love to be notified. I am trying to simplify my office and get us into the technology that will help us be more efficient.
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John Wang avatar image
John Wang commented
Here is some more information on a Quickbooks contacts integration with RingCentral.

Developer Solution - available today

For an API solution, both RingCentral and Quickbooks have open APIs so you can build your own sync solution or have our Professional Services do it. Contact RingCentral support to get access to the contacts APIs. 

Here is an example of the Quickbooks customer object:

https://developer.intuit.com/docs/api/accounting/customer

The Quickbooks customer object includes a "DisplayName" property along with a "PrimaryPhone.FreeFormNumber" property. To sync this information into RingCentral, you would need to convert the free form phone number into an E.164 format phone number which can be done using RingCentral's phone number parsing API or a library like Google's libphonenumber.

Out of the Box Solution - coming soon

For an out-of-the-box solution, PieSync ( http://www.piesync.com/) is a Sync as a Service solution that is working on a Quickbooks to RingCentral contacts sync. It is currently targeted for Q2 of 2017. If you are interested in this, please make a request here:  http://www.piesync.com/ringcentral/
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John Wang avatar image John Wang ♦♦ commented ·
The Piesync solution is now available specifically for contacts sync. Please also check out our partner Tenfold who has posted below.

https://www.piesync.com/ringcentral/quickbooks/

Two-way contact sync between RingCentral and Quickbooks

PieSync integrates RingCentral with Quickbooks for an automatic 2-way contacts sync. Every time you add or update a contact in RingCentral, it is automatically synced with Quickbooks, and vice versa - eliminating import/export!

Want to win time by managing just one application?  Set up PieSync for free today and start syncing your RingCentral andQuickbooks contacts.
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paul-dandy avatar image
paul-dandy commented
@Heather, @Beth, @Jason

You can easily integrate Quickbooks & RingCentral with Tenfold, a 3rd party phone intelligence tool that makes it possible to automatically log interactions in Quickbooks, this way, the customers' primary info appears on the Caller ID and screen pop. You might want to give these guys a try.
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Deepika Chauhan avatar image
Deepika Chauhan commented

Hi,

I know it's a late response.

But I found the apt solution for Quickbooks and Salesforce integration. Now you can easily import data from Quickbooks to Salesforce via a connector named as eShopSync for Quickbooks.

You can learn more about this Quickbooks Salesforce Connector here: https://eshopsync.com/quickbooks

I hope this is of much help!

Thanks!

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