How to integrate with QuickBooks via Zapier?

**Copper has released a native integration with Quickbooks. To learn more about the integration and how to set it up, please read this article. Below are instructions on the Quickbooks integration via Zapier**

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For integration needs outside of our native integration, you can integrate QuickBooks and Copper through Zapier, a third party tool. To use QuickBooks with Zapier, you will need a premium or trial QuickBooks account. If you are interested in Copper creating a QuickBooks integration, please submit a feature request here.

Here is a link from Zapier showing what automation you can create between QuickBooks and Copper: https://zapier.com/zapbook/copper/quickbooks

What follows are steps to show how to log a payment as an activity using QuickBooks.

 How to log a payment as an activity for People records using QuickBooks: 

Start a free Zapier trial from https://zapier.com

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Make a custom Activity type called "Quickbooks payment" in Copper 

 Use the images below to guide you in building your first Zap. If these images are hard to see, please try zooming in on the page. 

Log into Zapier and make a Zap

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Search for QuickBooks

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Select "New Payment"

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Connect your Quickbooks account by clicking "Connect a New Account" and signing into QuickBooks

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 Go into Quickbooks and make a dummy/test payment for an existing Copper customer in your Copper account so QuickBooks can fetch it. This will only work if the email address in the QuickBooks payment matches the email address in the People record in Copper.

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Select "view your payment" to see what payment it recorded. The goal is to take this payment and have it reflect in your Copper account.

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For Action 2, instead of choosing an Action App, you will scroll down in the page and add a Webhook. Find theWebhooks image and select it.

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After you select "Webhooks," click "show less common options" in blue

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Select "Custom Request" and click "Save + Continue"

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What we are going to do is a little complicated. As long as you copy/paste the text below into your page just like the completed image shows(you can zoom in on the image with your browser), you can make this work! There is text below the completed image you can use to copy/paste in. What is this step for? We are going to use the email address from the QuickBooks payment to find the user ID in Copper.

Completed image:

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Fill out "Set up Webhooks by Zapier Custom Request" by copying/pasting the text below so it matches the image.

Method:

POST

URL:

https://api.copper.com/developer_api/v1/people/fetch_by_email

Data:

{"email": "do not copy text here, replace this text with the email address from action 1"} 

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Click  to add the email address from the QuickBook payment

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Click the Screen_Shot_2018-02-16_at_12.06.21_PM.png to add more headers till there are four

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Make it look like this by copy/pasting the values below in: 

X-PW-UserEmail : type your registered copper email here

X-PW-AccessToken : Log into Copper --> Go to Settings -> API keys -> copy/paste API key here

X-PW-Application : developer_api

Content-Type : application/json

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When all the fields have been filled out like the image above, hit Screen_Shot_2018-02-16_at_12.55.48_PM.png to test this step and then select "Create & Continue"

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If it was not successful (a red error message pops up), check to make sure all fields are filled out correctly, especially make sure the quotes are around the email address

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If you are successful, you should click "view your custom request" to see what it is you got back.

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What we are looking for in the thing we got back is the ID:

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If you find the Id as highlighted in blue above, click "Continue" 

Onto step 3, let's add the next action. Search for Copper:

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Select "Create Activity"

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Connect your Copper account

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Log in. Get your Token from  Copper -> Settings -> Integrations -> Generate a Zapier token -> Copy/paste your Zapier token in "Token"

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Rename the account and test it by clicking 

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Click "Save + Continue"

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Fill out the information as shown below. This is the step where you will use the payment from Quickbooks to create an activity in Copper. We will use the ID found in Action 2 to do this.

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 Here are more detailed steps to help you complete the image above:

Select the dropdown and add "QuickBooks payment"

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For Activity Date, select Txn Date

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For Parent Type, select person

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For Parent Object, scroll down and select "Use a Custom Value"

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For Custom Value for Parent Object ID, scroll down to where you see 2 Custom Request and select ID

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For Acting User, select the Company User you want to have the QuickBooks payment recorded by

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In the Details field, type "Customer paid"

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Then select Total Amt to go next to"Customer paid"

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It will look like this:

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Now that it is all filled out, click Continue

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Then click Screen_Shot_2018-02-16_at_1.16.08_PM.png 

If it was successful, click "view your activity" to see what activity you created in Copper

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Here you can see that I should have a QuickBooks payment for a user with ID 20596490, and the activity should say "Customer paid 100"

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Log into Copper, and find the person record to see if this activity was created. You can plug the ID into the URL to get the person: https://app.copper.com/companies/64109/app?p=db#/contact/putIDhere

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If you successfully created an activity in Copper, feel free to turn on the Zap and you are done!

 

Running into issues? Try using this document to make a test Zap first:
https://docs.google.com/document/d/1QPoyTldBvQIyc--T_kAS7nygcqAIvJQy2XXcPQfN8V4/edit

Otherwise, please submit a support request with screenshots of what you have done so far here

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