Integrations

Part 1 - Creating archives of your emails for OpenCRM to see. Log into your administrative Google Account and at the top right of the screen, click on the little grid of dots to open the menu, then choose Admin; Create a new mailbox on your Google...

Stripo is a simple to use tool that allows you to create beautiful email templates quickly and easily. Once your template is designed, you can copy and paste the HTML code (as in the video) or use our integration (instructions below). Please not...

When you send an email from OpenCRM you have the option to send yourself a confirmation email. Your OpenCRM system is set-up by default to do this - you can see this on the Email edit screen, where the Send Confirmation box below the body of the e...

The tables below show the standard fields available to set on each OpenCRM module which can be created/edited by the API. Only the fields you wish to set/update should be supplied. If you supply a field without a value, it will be updated to a bla...

When you create a new Task in Planner the default behaviour is to  not assign this to a user. This means that the Task will be visible in your Planner applications when you log in but it will not synchronise into your OpenCRM Task list, because i...

If you are taking advantage of one of our Additional Backup packages and would like us to place your Additional Backups in S3 you will need to create an IAM user for us. We recommend an AWS security model based on Least Privilege Access. The follo...

There is more to Zapier than meets the eye! In this FAQ we have highlighted some extra functionality that Zapier offers.  URL Shortcut: If you are logged into your Zapier account, you can quickly get started building a new Zap simply by using the ...

If you wish to add additional fields to your Mailchimp Audience or change the email address used you can do this with the Mailchimp Mapping interface. Prerequisites You have created an Audience in Mailchimp You have created a Campaign in OpenCRM a...

Our Integration with Microsoft 365 keeps your Microsoft and OpenCRM Contacts, Calendar, and Task lists in sync. This FAQ is going to walk you through setting up a sync between your Microsoft account and your OpenCRM User account.  Important! The...

Yes, we do! These were all created using our integration with Stripo. Adding them to your email template library is easy: Download the zip file attached at the bottom of this article (under Related Files) Right click and extract all files Open the...

When you send an Invoice to Xero from OpenCRM a number of things happen including checking to see if the OpenCRM Company is already associated with a Xero Contact. The primary check is to look for a Xero Contact that has the corresponding Xero ref...

The instructions and screenshots below are taken directly from SageLink / Sage Order Importer; however, the process for the Order Exporter is almost identical. If you are unsure about any of these instructions please contact our support team for a...

The following fields are set in Xero by OpenCRM; Invoice OpenCRM  Xero  Invoice Number Invoice Number Subject Reference Currency Currency Subtotal Subtotal Tax Total Tax Invoice Date Invoice Date Due Date Due Date Paid Date (only if set) Fully Pai...

The list below shows all Xero tax classes. You will need to map OpenCRM VAT rates to appropriate tax classes by editing the VAT Rate picklist (under invoices) and in the "Other" column, putting the Xero tax type value for the corresponding VAT per...

It is possible to send an email to your Customers that will direct them to a JotForm that already contains some of the details from their Contact record within it. For example, you could use a JotForm like this to ask them to confirm their current...

Although Software Add-ons are not accounting specialists we have migrated from Sage Accounts 50 across to Xero for our own internal accounting needs and as part of this process came across some points that we feel may be helpful for others going t...

Before you start Intended Audience This guide is aimed at developers wishing to integrate with OpenCRM via a REST API. You should have a good knowledge of the concept of REST web services and JSON / JSON Serialization and how to implement this in ...

Yes you can - while the Jotform EU data centre accounts are classed as BETA you will need to let our support team know that you are intending to make this change. You should contact support by clicking here : support@opencrm.co.uk and request th...

OpenCRM does not have an option for you to search for records, based on Postcode location, within a specific radius using features within OpenCRM alone, however with the use of a 3rd party website you can easily cater for this requirement. The pro...

Not using WordPress? You should simply be able to skip step 1. If you are using an alternative CMS system, you may need to use a similar plugin if you find step 2 does not work for you. Please do not use a plugin to create your iFrame it is unnece...

This is a quirk of Sage. If you have discount rules in Sage, Sage will apply discounts pertaining to this rule on top of any discount which has been passed in when the order or invoice is edited. At this stage, this is a limitation of Sage and the...

You can configure Firefox to forward sip requests to your VoIP soft phone by following these steps: 1. Open Firefox. 2.   In the Address Bar, type “about:config”. 3.   You will be asked if you are sure, click to continue.  Be super careful on the ...

There are a number of ways that you can integrate a contact form on your website with your OpenCRM system. Jotform Integration The method we recommend for getting data into your OpenCRM system from a web form is to use our Jotform integration. Thi...

There are a number of FAQ's that cover the various methods and utilities/applications to sync (synchronise) Contacts and Calendar items from OpenCRM with third party applications including Google, Microsoft 365 (M365), and Outlook. This FAQ is wri...

When you update your sync software that you use to manage the Google to Outlook sync you might find that the links between the Contact records in Google and those stored in Outlook are broken, this means that when you next synchronise your data yo...

It is possible to set up automated imports to bring data automatically into your OpenCRM. This needs to be done by an OpenCRM technician. For details on how you can set this up on your system please contact support or your Project Manager for more...

There are lots (and I do mean a huge amount) of methods and applications that allow synchronisation of data between Google and Outlook. This article is written to help you map out what you will need to know and how you will implement your solution...

This document is not meant to be a replacement for SKYPE's own technical support documentation, but should help supplement the SKYPE information to be able to get SKYPE to integrate with the OpenCRM on screen dial feature. This is required so that...

To add Credit Alerts you need to follow these steps; Go to Settings Go to Integration and select  SMS Configuration Login with your SMS Account settings (these may be different to the OpenCRM user credentials you use elsewehere) This will show ...

Go to the Contact or Lead module Load a pre-defined VIEW, create a new VIEW or carry out a SEARCH, to get your results listed in the results grid. Select the records that you wish to send to by clicking the tick boxes on the left of the grid. Sele...

If you have Cash Accounting turned on, as a lot of SME's do, Sage does not allow you to use the Foreign Trader module, which is Sage's way of managing multi currency. However, if you are using OpenCRM and have set multi currency up correctly in th...

SageLink can update invoices within OpenCRM to reflect the payment status of a specific Sage Invoice. This is managed by looking at the payment history within Sage and updating the status appropriately. This has its limitations when looking at tra...

You have the ability to set a minimum and maximum file size for email attachments coming into OpenCRM. If you commonly work with larger files that are shared internally, this may cause unnecessary usage of disk storage, so you can restrict this. S...

When you raise a invoice in a different currency in OpenCRM, Sage Link will pull down the values for the relevant currency, and push this in to Sage. Providing your Sage company is set with the same default currency there are no problems here. If ...

Live Chat as a Sales and Customer Service tool has become more and more commonplace. Businesses use it all the time on their websites...in fact, we recognise the importance of this channel ourselves, you can see an icon in the bottom right of your...

Sage VAT calculation works as follows: Sage calculates VAT by applying VAT to the total of each line - e.g if it was two items at £15 each, the calculation would be VAT =  2 x 15 x 0.175 Sage rounds the value of each line total and adds up each VA...

Below is a list of the common errors you may see when you sync with MailChimp and some advice on how to fix them. If you don't see the message you received on the below list, contact our support team. Error Cause Solution Unable to create the exte...

This type of problem is very common and is almost always caused by the way your different computer systems round numbers.  VAT calculation in the UK is a good example of this. There are two popular ways of calculating VAT, one that applies it to e...

The order at position "x" has no customer id value This is usually down to one of two things: Companies with missing Sage references No Company linked to the invoice Companies with missing Sage references To resolve: Edit the company, search for t...

When using SageLink for OpenCRM we have to follow certain protocols that are laid down by Sage Accounts 50, this includes the way that Sage allows you to manage the default currency on a company record. Sage does not allow you to change the curren...

Guidelines for getting mail into the Pop2OpenCRM Inbox/Outbox Introduction In order to use Pop2OpenCRM you will need two mailboxes creating by your email provider one to receive a copy of the inbound emails you wish to capture in OpenCRM and one t...

Some guidelines on what Pop2OpenCRM does upon conversion When converting, Pop2OpenCRM looks at all addresses in the To and CC fields, and links to ALL contacts, companies, leads and users that match the email addresses found. Pop2OpenCRM will also...

To change the Sender Name you need to follow these steps; Select SETTINGS (top right) In the CONFIGURATION panel select the SMS Configuration Login with your SMS Account settings (these may be different to the OpenCRM user credantials you use else...

Our Zapier integration is currently in "early access" - this means there is a step you have to do before using the integration:  Follow the below steps (as seen in the GIF below) Go to Apps and search for OpenCRM Select the OpenCRM zap Click to re...

Introduction The mapping feature allows you to view Lead, Contacts and Companies locations on a map by selecting them in List View and clicking Show Map. When configured this will load up a map screen displaying all the locations of the records se...

You can download the OpenCRM Contact synchronisation tool for Outlook here: http://www.opencrm.co.uk/downloads/OutlookContactSync.zip Either click on the hyperlink above or copy and paste the complete URL into your browser and select GO. INSTALLAT...

Enabling Vicidial Please contact your Account Manager before enabling this feature Vicidial can be enabled in settings under 3rd Party Tools > Vicidial Dialler Settings or Additional Settings, then select Vicidial Dialler at the top Please enter...

When you 'click to dial' within OpenCRM a CHROME call is made that loads the application that will be used to initiate the call. The information that points to the correct application is held within the Windows Registry. Warning : making changes t...

The Outlook Add-in for OpenCRM is a quick and easy way to select Outlook items you wish to bring into OpenCRM. Emails, contacts and calendar items can be synced between Outlook and OpenCRM. Getting Started To begin with, you need to have the Outlo...

Accessing your 3CX phone server from outside your network although rewarding and very achievable, can be fraught with concerns and should only be attempted by a qualified person. The details listed below are for information only and in no way acce...

gSyncIT is a third party synchronisation application. This works really well as a utility to synchronise Google Contacts <> Outlook. gSyncIT has broad compatibility with different versions of Outlook and is well supported, documented and updated. ...

This article is going to explore the following areas of your OpenCRM Click to Dial features: What is Click to Dial Which application are you using? Getting OpenCRM configured Using Click to Dial Inbound Calls What is Click to Dial? OpenCRM's Click...

If you have made a mistake with an Invoice and posted this into Sage, and subsequently deleted this invoice, therefore you want to change the original in OpenCRM and need to reset the Invoice (in OpenCRM) so that it gets picked up the next time Sa...

This tickbox field on the Contacts module works in conjunction with the sync options available with our integration with Microsoft 365 , Googlesync, and the Outlook Add-In Outlook Add-In If a record does not have the "Sync to Outlook" box tick...

Please note the Outlook Add-In is not compatible with Mac, nor with 64-bit versions of Office/Outlook. DOWNLOAD LINK Please download the Outlook Add-In by clicking on the above link. EXISTING USERS - (UNINSTALL FIRST ) To install this new version ...

The integration of OpenCRM and Campaign Master enables you to build campaign lists in OpenCRM, using Campaign Master to actually send the campaigns and record the subsequent interactions (mails sent, received, rejected, opened, clicked through). A...

Built into OpenCRM is integration with JotForm ( https://jotform.com ). Setting up the integration between JotForm and OpenCRM Creating the Form in JotForm Mapping your form fields to OpenCRM fields Updating existing OpenCRM records via JotForm Fo...

You've actually got two options when it comes to mapping your Leads, Contacts, and Companies in OpenCRM:  Click on postcode Show Map / Change Co-ordinates Buttons Option 1: Clicking on the postcode (Google Maps / Earth) When you navigate to the Co...

Our Google2OpenCRM keeps your Google and OpenCRM Contacts, Calendar, and Task lists in sync. Read more about how this works and what data is being used on our main Google Integrations Privacy Policy . But if you're ready to start setting up, you'...

Filter items shown in linked grids filter contact types and folders to sync ignore include in sync tick box sync only contacts assigned to me specify activity types to sync to calendar These options are all at user level and available on the Edit ...

There are three separate products which are available, as part of your OpenCRM subscription, to allow users to sync Emails, Contacts, Calendar items, and Tasks between OpenCRM and other applications such as Gmail and Outlook. Each product works in...

OpenCRM has a pre-built integration with MailChimp that is free to use and set up.  In order to set up the integration, you will need: Admin access or configuration privileges in OpenCRM A MailChimp user account (either free or paid-for account) Y...

Important : Please Read There are a number of elements that you need to configure, all of these come with some level of caution and you should not attempt these without your Accountant or a Company Director taking responsibility for any decisions ...

All Bulk Email Accounts have quota limits - these relate directly to the package that you have subscribed to - if you are interested in subscribing to a Bulk Email plan, you will need to get in touch with your Account Manager. The main OpenCRM Bul...

An outline of the Sage Uploader setting options: Sales Ledger  – Syncs the list of Sage companies in the Sales ledger to OpenCRM. This does not create the companies in OpenCRM, it just makes them appear in the search when linking up the OpenCRM co...

ClicData Integration There are two parts to setting up your ClicData integration. The first part is to set up the connection between ClicData and your OpenCRM system. The second part of the integration is to add specific data connections that will...

Important : Please Read There are a number of elements that you need to configure, all of these come with some level of caution and you should not attempt these without your Accountant or a Company Director taking responsibility for any decisions ...

You can use a Jotform to add people to an Event. Check our main FAQ on Jotforms to understand how you can use a form to either create a new Contact record, or update an existing Contact. To add a Contact to an Event via a Jotform you will need t...

Push data to OpenCRM from third party systems

Push data to third party systems from OpenCRM

Sage Integration

OpenCRM offers a free service called POP2OpenCRM, which automatically syncs your Microsoft M365 Emails invisibly to OpenCRM.  You can find our set-up guide here . This article is intended to go into this integration option in a bit more depth and...

Before you are able to push Purchase Orders to Xero, there are a couple of steps required. Please refer to this FAQ on how to set up your integration with Xero To learn more about pushing Invoices to Xero please see this FAQ . One further set-u...

OpenCRM integrates with Business ERP Solution OrderWise (https://orderwise.co.uk/)  allowing the automated and continual import of the following information from OrderWise into OpenCRM: Companies (Customers) Contacts Products (Stock & Variants) Qu...

OpenCRM integrates with account management package Kernel (http://kernel.ie/) using OpenCRM's automated import, export and FTP data transfer as well as more bespoke integration implementation to allow data to be transferred between OpenCRM and Ker...

It is possible to setup automated imports and exports to/from OpenCRM, exchanging data using secure FTP or other secure data transfer / storage services allowing you to keep your data in sync with any third party application which can also support...

When OpenCRM sends Invoice/Orders to Sage, the following fields are mapped as standard. If you require any other fields to be posted through to Sage from OpenCRM, please contact support including the field you wish to send from OpenCRM and the fie...

A brief overview of what to expect with the OpenCRM to SageLink Sage Accounts integration.

A brief overview of what to expect with the OpenCRM to Xero integration.

This FAQ covers the process when using data from within OpenCRM within a Klipfolio dashboard