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Integrating Salesforce with QuickBooks Online

Posted by on Jul 11, 2015 in Uncategorized

One of our clients asked us to research the best way to integrate Salesforce with QuickBooks Online, and we thought we’d publish what we found as a blog post. The challenge for Charities is that a fundraising charity often receives payments, sometimes directly and individually, sometimes aggregated through their credit card provider, and sometimes through direct debits. Sadly, there is no magic bullet for handling all of this. QuickBooks Online will not ‘know’ about individual donations when it reconciles a single bank transaction containing multiple donations. So a custom solution is often needed. For charities who run a social business or a business-esque branch (such as the Red Cross being paid to deliver First Aid courses in a business) and issue Invoices, the options are a lot brighter. Tons of businesses have grappled with the best way to get financial data back and forth between Salesforce and QuickBooks Online, and if a charity’s business model is similar to that of a business, the integration will be easy. Trigger-based Salesforce QuickBooks Online Integration Trigger-based means that an event in Salesforce fires off an event in QuickBooks Online, or vice versa. Trigger based integration includes the widely know Zapier, which syncs all manner of programs. Zapier is powerful in that it...

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Salesforce Administration and Staff Turnover at a Small Charity

Posted by on Oct 10, 2012 in Uncategorized

This blog post is from a Q&A I had with a Salesforce administrator at a small charity. She is currently the project owner, champion, and administrator, though is largely self taught in Salesforce. She asks about the pros and cons of her taking the discounted ADM 201 with Salesforce, or whether her successor should. Rachel READ Hi Stony, I was wondering if I could get some advice? I’m currently about to work on implementing our Salesforce database pretty much full time, but only until the end of December. In order to focus this time, I’m trying to get advice on how useful it would be for the organisation, both for the next few months and into the future, if I attended the the ADM course. I’ve also been asked to make some recommendations about next steps for READ after I leave; do you perhaps have any examples from organisations you have worked with about how to hand over the work I’ve done and ensure the database is as sustainable as possible? I suppose we’re looking to understand whether someone internal can pick it up or whether we might need to consider budgeting for some consultancy work going forwards. If you have any pearls of wisdom to share on the...

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Review of MailChimp Connector for Salesforce

Posted by on Jul 28, 2011 in Uncategorized

For over a year, MailChimp has had a beta connector in Salesforce’s App Exchange. I really like the MailChimp interface, and would like to use them, but wanted something that would connect with Salesforce. So when their connector left beta and became available, I was excited. Unfortunately, they have made the same mistake that other companies do – claiming that moving contacts back and forth equals integration. Yes, with the connector you can move the names and addresses of people on campaigns into Mailchimp very easily. And you can move people who sign up through Mailchimp into Salesforce very easily. But this is not the level of integration that people demand. Compare Mailchimp’s current offering to what Vertical Response does, and keep in mind that Vertical Response’s Salesforce App is from 2005. This is in now way a recommendation for Vertical Response. The fact these features have been around since 2005 is impressive in that VR had more integration 6 years ago than Mailchimp has now, but is also damning of Vertical Response in that they haven’t innovated in this area for 6 years. This lack of innovation is most obvious when updating lists from within Salesforce – something MailChimp does get right. When you send an email with Vertical...

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Google Apps installation for Architecture sans Frontièrs UK

Posted by on Jun 7, 2010 in Uncategorized

I just had a wonderful Saturday session with a group of architects committed to improving the world through architecture. I wouldn’t have normally put the two together, but if you think about construction in earthquake zones, or refugee camp housing, or really anywhere where you care about buildings not falling down (a pretty broad category) then architects come in handy. They had been frustrated by ineffective email with limited storage space and a poor webmail interface, unwieldy document storage and collaboration, lack of shared calendars, and a website that was difficult to update.  Enter Google Apps. Now, all the problems are solved, and they will probably save money in the process, all while being able to do so much more, and so much more reliably (say goodbye to losing your email when you lose your laptop). We were able to train all users in a single workshop on Saturday, and several of their more advanced users are now administrator, making them entirely self-sufficient. ASF is a great organisation, more info on them at their website,...

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Multiple Calendars in Outlook through Google Apps

Posted by on Feb 3, 2010 in Uncategorized

I was working with a client field-testing Google Apps Standard, who wanted multiple calendars (i.e. different colors and privacy settings for personal, professional, team, etc) and wanted that in Outlook. Sadly, it doesn’t look like multiple calendars on Outlook + Google Apps Standard are possible, while it is possible on an Apple’s OSX 10.6 using iCal. It’s frustrating how Microsoft products seem determined not to play nice with others, as MS would prefer we all use their Small Business Exchange Server. So, my client has several choices: Live with one color / one calendar in Outlook (which defeats the purpose, as she wanted instant calendar sharing across teams/coworkers) Pay for Google Apps Premium, where Google Apps Sync for Microsoft Outlook would happily sync multiple calendars. Use Sunbird with the Calendar Extension (lacks the polish and familiarity of Outlook, easier just to use web interface to Calendars). Third party syncing tools, which either don’t have a great reputation os on great reputation, or cost a bit, at which point it’s better just to pay for Apps Premier. My inclination is just to pay for Google Apps, but we’ll see. Some people are understandably cash shy right...

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