How do I sync customer accounts using an integration?
NOTE: not all payroll software listed in Company Settings have the capability of syncing customer accounts. Currently, QuickBooks Online and QuickBooks Desktop support syncing customer accounts as described in this article, but more apps are sure to follow in the future!
How to Sync Customer Accounts as Locations
Once you've selected your integration, you can import customer account profiles as locations from your payroll software into Clean Smarts.
- In the web app, go to Admin > Manage Locations.
lick on the "Sync Locations" button. This will open the Sync Locations pop-up box.
Click on the "Get Locations" button in the top-right. This will refresh the list of customer accounts currently in your payroll software and list them in the box on the right-hand side.
For QuickBooks Desktop users: QuickBooks does not allow initiating a data sync from Clean Smarts, so there is no "Get Locations" button. Instead, each time you run an update from QuickBooks Web Connector your employee and customer lists will be sent to Clean Smarts to be staged for matching.
- If the customer already has a location in Clean Smarts that needs to be associated with the customer account in your payroll software, drag the location card from the left-hand box to the right-hand box. This will associate the payroll software's customer ID with the Clean Smarts location.
If your customer account does not have a location profile in Clean Smarts, click the green plus button next to the customer account name in the right-hand box. This will create a new Clean Smarts location and populate it with the account description and address.
You can always disconnect the payroll software customer number from the Clean Smarts location by hovering your mouse over the location card in the bottom panel. A red X button will appear over the double arrow icon. Click the button to remove the payroll software customer ID from the Clean Smarts location profile. The account will be removed from the bottom panel and will re-appear in the left- and right-hand panels as unassociated profiles in the respective systems.