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Integrations

• 1. Rubi Outlook Plugin
  • 1.1. Overview
  • 1.2. Installing the Plugin
  • 1.3. Log an interaction from Outlook
  • 1.4. View customer details
  • 1.5. Creating a contact in Outlook
  • 1.6. Import interactions
  • 1.7. Reactivate the Plugin
  • 1.8. Troubleshooting
• 2. Value Statement
  • 2.1. Overview
  • 2.2. Configuring the value statement
  • 2.3. Generating value statements
  • 2.4. Add savings to sale items
  • 2.5. Add savings to export docs
  • 2.6. Add savings to event/training bookings
• 3. Rubi Data Protection Portal (RDPP)
  • 3.1. Overview
  • 3.2. Setup
  • 3.3. GDPR consent
• 4. Quest
  • 4.1. Overview
  • 4.2. Mapping Quest members to RubiCRM records
  • 4.3. Adding your different Quest Services
  • 4.4. Exporting your Quest Downloads
  • 4.5. Importing Quest Downloads into RubiCRM
• 5. Xero
  • 5.1. Overview
  • 5.2. Authentication with Xero
  • 5.3. Setup - Connect Xero API to RubiCRM
  • 5.4. Setup - Xero Contacts
  • 5.5. Setup - Chart of Accounts
  • 5.6. Setup - Tracking Categories
  • 5.7. Creating an invoice in RubiCRM before syncing to Xero
  • 5.8. Creating an invoice with a payment schedule (DIrect Debit)
  • 5.9. Creating a credit in RubiCRM before syncing to Xero
  • 5.10. Adding payments in Xero
  • 5.11. Syncing to Xero

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