Automatically send Quickbooks Online Contacts to Base

If you collect new customers in your QuickBooks Online account and have ever wanted to recreate these as contacts in Base you can now do that with the help of Zapier.

Here's what you'll need to get started:

* A Zapier account - https://zapier.com

* A Base CRM account

* A Quickbooks Online account

 

In Zapier

First you'll want to start creating a Zap that automatically takes new QuickBooks customers and uses that data to create contacts in your Base account. Click the “Use this Zap” button here to get started.

Next, you’ll need to connect your Quickbooks account. After clicking on “Connect”, you’ll be asked to log in to QuickBooks and then authorize your account to be connected with Zapier.


The next step is to connect your Base account. After clicking on “Connect”, you’ll be asked to enter in your API Token. Clicking the blue “Manage Account settings” link will take you straight to the area you can get this from your Base account.

From there, you’ll need to fill out the full name and email address fields, but we've already taken care of that for you. If you'd like to use other information here instead, you can do so by clicking on the "Insert Fields" buttons next to each field. You can read more info on that process here.

After that, we’ll turn your Zap on and you'll have the chance to test it out with a new Customer on your QuickBooks account. From now on, new QuickBooks customers will end up as contacts in your Base CRM account.