Advice and answers from the Autofy Team

Now that you've selected Autofy for integration, here are a few steps to follow to make sure that your implementation goes as smoothly as possible. Let's take a look at an example using QuickBooks and Salesforce.

Data Cleanup

Look at your lists

Before integrating two systems, it's important to maintain your data so it stays as clean as possible once records start getting synced. For instance, if you have a customer in QuickBooks:
 Sally Johnson
 123 Fun St.
 Anywhere, MN 55044
 and in you have:
 Sally Johnston
 123 Fun St.
 Anywhere, MN 55044
Then you're about to create a duplicate! How, you ask? Look carefully at Sally's last name in Salesforce: Johnston! Autofy, like any software program, will consider this a separate customer record and actually make sure both records appear in both systems.
 Overall, here are the record types to check:

  • Customers
  • Products
  • Classes
  • Payment Methods

So it's important that you review your customer AND item records prior to implementation and make sure there aren't any spelling errors.

Back up your QuickBooks Data

It's important to back up your QuickBooks data for a bunch of reasons, so if you haven't yet, follow this guide from Intuit to make sure your data is safe.

Decide on level of access

If you can, create a sandbox for Autofy to connect to during testing. If that's not possible, simply decide on a login for it to use on your production account.

For custom implementations, follow these additional steps:

Fill out the implementation questionnaire

The Implementation team gave you an implementation questionnaire for you to review - please fill it out before the kickoff call! This will help clear up many common questions about your environment, and make the project go more smoothly.

Get everyone on board

Last and certainly not least - before the project starts, make sure anyone that manages or maintains your QuickBooks and systems are involved. This could be your bookkeeper, accountant, partner, Finance Director...even the owner.
Getting all the relevant people to the table early will ensure that there are no show-stopping questions once implementation begins. 

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