Integrations
Browse Integrations Topics
Each guide includes annotated steps, screenshots, and a video walkthrough.
Updating FranConnect Data via API Using AI-Generated XML
Update FranConnect records in bulk by turning a spreadsheet into XML with an AI tool and posting it to the FranConnect API. Before you begin You need your data in Excel or Google Sheets, access to FranConnect's API documentation for the XML schema, an AI tool in your approved environment, and an ...
Twilio SMS Geo permissions and Purchasing Numbers
Control which countries your Twilio account can text, and buy the phone numbers you need for SMS in FranConnect.Before you beginYou need to be signed in to the Twilio account you want to change. A new account can only message your home country — the one matching the phone number you verified at s...
Configure Google Calendar Settings
Enable Google Calendar sync in FranConnect so schedules stay in step with your Google account. Before you begin You need admin access to FranConnect's hidden links, a Google account, and the redirect URL shown on Admin › The Hub / Info Mgr / Training › Configuring Server. You will create a Google...
Email Capture Authentication
What does Email Capture do?It allows you to configure the 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 the respect...
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 m...
DOMO Integration
Note This connector is developed by DOMO. Therefore, FranConnect doesn't provide the support for the DOMO connector. Please connect with the DOMO team for any support needed. Step by step guide on how you can embed DOMO cards in Command Center.CONFIGURE YOUR DOMO ACCOUNT Go to https://www.domo....
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, a...
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 A...
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
Mail Merge in FranConnect helps you quickly generate large numbers of personalized documents from a single template. Instead of manually editing each file, you can use Mail Merge to insert unique details (like names, dates, or contact information) into standardized letters, forms, or other commun...
Outlook Email Uploader Guide
Upload emails from Microsoft Outlook straight into FranConnect so every conversation with a franchisee, lead or contact is tracked on their record.Before you beginYou need Windows with Outlook 2007–2013, .NET Framework 4.0+ and VSTO 2010, plus your FranConnect login and Company Code. An email is ...