11 October 2010

A Quick Demo of Google Contacts Sync

Let's take a look at how easy it is to send a contact from vTiger to Google using Boru Google-vTiger Contact Sync, the first of many Google Apps Integrations.

If it's your first time using the sync, you'll have to authorize vTiger to access your Google Contact data. You only have to do this once. Just go to 'My Preferences':

Go to My Preferences and authorize vTiger to access Google Contacts data

Click the link to begin the authorization process.
If you don't have and authorization token, you'll be asked to get one from Google.
Click 'Grant Access' and you're all set.

The default settings only send Contacts that are assigned to you. You can change this to match any of your Contact filters on the Settings Page. For now, we'll just create a new Contact assigned to our demo user.
Create a Contact in vTiger.

As soon as you save the contact, it is sent to your Google account.
You'll immediately find the Contact in your Google Contact list.

The sync will be available early next week. Contact Boru for more information.

05 October 2010

vTiger+ and vTiger QuickBooks

Boru strives to remain at the forefront of vTiger and CRM development.

Our vTiger+ brings together the sum of our experience in customization and bug fixes in one affordable package. With over 100 bug fixes and counting, starting your vTiger experience with vTiger+ eliminates the frustration and guesswork that goes into configuring a new system.

vTiger+ Home Page

Our vTiger QuickBooks Integration simplifies small business accounting. With our integration you can send Invoices, Sales Orders, Quotes and more straight to QuickBooks without entering any information twice. This not only saves time, but prevents the inevitable errors that accompany double data entry.

For the best in low cost small business solutions, combine the two. When you choose vTiger+ ask us about vTiger QuickBooks Integration.

For more information or to schedule a demo, contact us today.

Google Contact Sync Update

We have been making steady progress on our Google Contact Sync. It is almost ready for public consumption as a beta.

One of the main slowdowns was changing the authorization method to AuthSub. We think it is well worth the wait. By using AuthSub, users can grant vTiger access to their Google Contact information without disclosing their password to the vTiger host. This means that your vTiger provider can only access the data you specifically allow, and you can revoke access at any time without having to reset your password.

How it works in brief: The first time you sync your contacts with vTiger, you will be taken to a Google web page where you enter your password and grant vTiger access to your Contacts. Google then sends a token to vTiger that vTiger will use in lieu of a password. The metaphor Google uses is a valet key, which gives the valet limited access to your car. He can drive it for instance, but can not open the trunk.

Expect an announcement here and on our website in the next couple of weeks.

04 October 2010

Automatically Send Transactions to QuickBooks

In vTiger-QuickBooks 1.1 you can set conditions for automatically transferring vTiger Invoices, Quotes, and Sales Orders based on status.

Just set check the statuses in the vTiger Settings page and when a transaction changes to that status, it will automatically transfer to QuickBooks.


This is just one more way that we have made vTiger and QuickBooks more convenient.

For more information about our vTiger QuickBooks integration, visit our website, or contact us directly using our web form.