Integrations

Email Capture

What does Email Capture do? It allows to configure email server and email information. User needs to use this email in To or Cc, while sending emails to lead(s), franchisee(s) and contact(s) so that system will capture emails from this email account automatically and display in respective lead's ...

DOMO Integration

Step by step guide on how you can embed DOMO cards in Command Center. CONFIGURE YOUR DOMO ACCOUNT Go to https://www.domo.com/ On the home page, hover over the user profile icon on the top right and enter your domain on Domo. Click continue. On the login page of the domain, enter the email and ...

Calendly Integration

What does Calendly do? Calendly lets users schedule meetings and appointments with the recipient(s) without having to send numerous emails for scheduling it. The user sends a meeting link to the recipient, the recipient clicks on that link and sees the dates and times that the user is available, ...

Mapping the Chart of Accounts to the Sales Summary

Corporate users can configure product categories and their subcategories to generate sales report. Navigate to Admin > Finance > Configure Categories for Sales Report.Click the Associate Mapping tab.  You can associate your Standard QuickBooks CoA with the Sales Summary by dragging the Account Va...

P&L Reporting of Multiple Locations

If you are a multi-unit owner using one QuickBooks account to manage all of your businesses, you only have to log in once to the FranConnect System to map your locations with QuickBooks. Multi-Unit franchisees often manage this multiple business structure using QuickBooks Classes to separate inco...

How to use the Mail Merge Tool in FranConnect

First go into your system and download the Mail Merge tool by going to your name at the top right of the system. Select Options > Integrator > Miscellaneous > Mail Merge.Now if you have admin rights to install the software on your computer you can install this software. If you do not have Admin r...

Gmail Plug-in

Using Gmail with the FranConnect plug-in While running the FranConnect Gmail app, when you highlight an email address, the App will suggest records in FranConnect that match the email address. It will also suggest related contacts based on the domain name in your email. These records may come fro...

About QuickBooks (QBO) Integration

About QuickBooks (QBO) Integration You can integrate your current QuickBooks chart of accounts with financial information in your FranConnect implementation. With FranConnect Sky Finance plus QuickBooks, you can eliminate manual entry of franchisee data, multiple spreadsheets, and eliminate the n...

Outlook Email Uploader Guide

Introduction to Outlook Email Uploader FranConnect Sky for Microsoft Outlook allows you to immediately access all of the critical contact data contained in your FranConnect system from within Outlook. And new contact information contained in an email can be saved added to FranConnect and tracked ...