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    Integrating QuickBooks Online

    QuickBooks Online Integration

     

    About

    Cloud Cart Connectore-link.png is a commercial plugin for QuickBooks Online (QBO) that syncs selected purchase and contact information from ONTRAPORT into QBO. The plugin enables you to:

    • Create new customers in QBO when a new Contact purchases in ONTRAPORT

    • Sync current Contact information into QBO Customer database

    • Create invoice payments in QBO from ONTRAPORT orders

     

    *Note -  ONTRAPORT does not have a Product SKU field. To work around this you must manually update QBO to map the Product Name to the QBO SKU field. Cloud Cart Connector includes a method to upload a CSV file described at Cloud Cart Connector Supporte-link.png. As you add individual Products they can be mapped manually within QBO following the instructions found in this Mapping Product SKUse-link.png article.

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    Prerequisites

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    Obtaining the API Key and APP ID

    1. Click your email address at the top right

    2. Navigate to Administration > Integrations section > ONTRAPORT API Instructions and Key Manager

      get-api-key.png

    3. Click the New API Key button

      new-api-key-button.png

      1. If you receive the API Application form, fill it out and submit it.

        api-app.png

      2. When your API application is approved, return here and generate the key as shown in step 4 below.

      3. We need to ask these brief questions to help protect both you and each of our other existing customers from potential exploits that could hurt their marketing efforts. Approval takes from one to two business days.

    4. When your API Key request has been granted, return and click the New API Key button again. Name the API Key. Select the Contact Owner and check off all Permissions for Cloud Cart Connector. Click Save.
      create-key.png

    5. Copy the App ID and API Key to a text file for use in configuring Cloud Cart Connector

      copy-keys.png


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    Connecting ONTRAPORT to Cloud Cart Connector

    1. Go to https://cloudcartconnector.come-link.png and click the Sign in with Intuit button

      sign-in-with-intuit.png
    2. Click the My Connections tab and click the down arrow in the selection box for Solution Name. Select ONTRAPORT in the list of Solutions.

      my-conn-select-op.png
    3. Click Cancel on the dialog box that asks if you would like to view instructions

      click-cancel.png
    4. Paste the APP ID and API Key from ONTRAPORT into the dialog box and click Submit
      paste-api.png

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    FAQs

    Q. I need help getting the integration to work.

    A. Cloud Cart Connector provides support for their plugin. Please check with them at Cloud Cart Connector Supporte-link.png

    Q. Does the API connection allow Cloud Cart Connector to see my account details?

    A. No, the API allows Cloud Cart Connector to transfer Contact and sales data between ONTRAPORT and QBO. None of your confidential information is shared via the API. Contact credit card numbers are also not exposed via the API.

    Q. Where can I find more about the operation of this QBO plugin?

    A. See the Cloud Cart Connector Support Articlee-link.png.

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