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Integrations / Bolt-Ons
This book covers some of the additional integrations RubiCRM offers such as the Rubi Outlook Plugin and Value Statement.
- 1. Rubi Outlook Plugin
- 1.1. Overview
- 1.2. Installation & Launch
- 1.3. Uninstalling the old version of the Outlook plugin
- 1.4. Login
- 1.5. Opening the email
- 1.6. Create a contact
- 1.7. Log an interaction
- 1.8. Log a quick interaction
- 1.9. Create a sales pipeline
- 1.10. Main dashboard panel
- 1.11. Forgot password
- 1.12. Admin Only - Connect RubiCRM to your organisation's Microsoft account
- 1.13. How to include your email signature on emails sent via the Plugin
- 1.14. Sending emails via the Plugin
- 1.15. Extras / Important Information
- 1.16. Does my Outlook Plugin need an update?
- 2. Rubi Data Protection Portal (RDPP)
- 3. Quest
- 4. Marketing Signup
- 5. Web Integration Extras
- 6. Xero
- 6.1. Overview
- 6.2. Authentication with Xero
- 6.3. Setup - Xero Contacts
- 6.4. Setup - Chart of Accounts
- 6.5. Setup - Tracking Categories
- 6.6. Creating an invoice in RubiCRM before syncing to Xero
- 6.7. Creating invoices in bulk in RubiCRM before syncing to Xero
- 6.8. Creating an invoice with a payment schedule (DIrect Debit)
- 6.9. Creating a credit in RubiCRM before syncing to Xero
- 6.10. Adding payments in Xero
- 6.11. Syncing to Xero
- 6.12. Adding new Nominal Codes
- 6.13. Setting Nominal Codes for sale services
- 6.14. Setting Nominal Codes for events/training
- 7. Sage 50
- 8. Sage 200