I have data on Excel that I want to Import

Step 2. Import your Accounts and Products

The most important thing to note with QuickBooks integration is that the record IDs of your Customers and Products on QuickBooks must also exists on iCRM. Best way to do this is to Import.

Automatic mapping of fields from your QuickBooks to iCRM is supported.  However, there may be some details on your QuickBooks Account or Product form that do not have a target field on the iCRM forms.  You will have to add or create those fields.

So for import, you may choose to, Customize the form then import or jump right to import and add missing fields later.

1.  Customize your Form - iCRM default form is simple and basic, however, it is easy to customize to suit your needs.  You may choose to add fields that may not have a target placeholder during import or totally just do this later. You may want to do this first OR add fields on the fly when you import.

Add System Fields - these are fields that are included in the basic installation. Some are by default hidden but easily added if needed. You may use and rename the label as needed. Checking if the field you need already has a corresponding iCRM field will save you some time.

Add Custom Fields - if the fields you need are not in any of the system fields, add custom fields.  You can add 50 fields per each field type.

Add Keywords - keywords are added on the fields level. Drag/drop to reorder.

2.  Click here for details on How to Import from QuickBooks.  Importing Accounts and Products ensure that IDs are established between the two systems.

iCRM makes is easy for you to monitor communications and appointment with your customers.  Integrations page can be found on Global Settings, inside Setup Module on the Tools bar.

Email Integration

This feature enables the user to track emails that went to/from existing Contact or Lead.  You have the option to show the most recent emails from the last 2 weeks from any folder. You may use this for free, however, automatic association is only supported with the Unlimited version.

Step 1. Enable Email Integration

Click here to follow instructions on How to Enable Email Integration

Step 2. Set Mail Server Details

Once you have enabled this feature, you can now set the credentials for the mailbox that you want iCRM to read. Each user can setup the details on their own Profile Setting.

If you use Google or Outlook, a Connect button displays the Sign-in dialog box where you select your account and enter your password. 

For other email clients, such as Office365, Exchange and iCloud, make sure that you have your IMAP server details.

Click here to follow instructions on How to Set Email Details

Step 3. View your Emails

The user may now be able to see the emails on the Contact or Lead record. The Email Tab is added, open any record and click the Emails tab. 

For the Free version, you will have to click "Add to CRM" icon to permanently associate the emails to the sender's record.  The system lets you view 2 weeks worth of emails that are not associated.

Click here to follow instructions on How to View and Manage Lead/Contact Emails

Now, you have successfully integrated with Email and Calendar.