Integrating Birdeye with QuickBooks Online
QuickBooks Online's integration with Birdeye allows businesses to:
- Automate customer engagement by sending reviews, surveys, referrals and custom requests to enhance customer feedback.
- Streamline message management to ensure efficient communication with clients.
- Simplify payment processing by securely handling transactions through QuickBooks.
Supported Integration Triggers for QuickBooks Online Integration:
- New lead created - Activate this trigger to automatically add contact details of new leads from Birdeye to QuickBooks Online
- New sales receipt generated - Activate this trigger to automatically add the contact details of customers in Birdeye when Sales are completed in QuickBooks Online.
- New contact added - Activate this trigger to automatically add new and existing customer contact details from QuickBooks Online to Birdeye.
- New invoice created - Activate this trigger to automatically add the contact details of customers in Birdeye when an invoice is created in QuickBooks Online.
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An invoice paid - Activate this trigger to automatically add customer contact details in Birdeye when an invoice payment is settled in QuickBooks Online.
Navigating to QuickBooks Online CRM
Log in to the Birdeye dashboard and go to Settings > Integrations > All Apps. Select QuickBooks Online CRM to connect. The screen provides integration benefits, pricing, and details on compatibility. When you click the 'View Setup Guide' tab, it will redirect you to this article for detailed step-by-step instructions.
HOW TO CONNECT
Prerequisite
Only users with the 'Admin' role in QuickBooks Online can authorize the connection.
DeleteStep 1: Authorize
Click Connect Now > Authorize > enter email and Sign In > enter password and Continue. Confirm Connect. Click 'Next' to proceed.
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Handy Tip: If you want to integrate more than one QuickBooks Online account with Birdeye, click 'Add more account' and follow the same steps to authorize it. SMB customers who have purchased only one Birdeye location cannot integrate more than one account.
DeleteStep 2: Map Locations
After authorizing the CRM, you can now map locations.
NOTE:
- Enterprise customers with one or more locations must map their QuickBooks Online location identifier.
- SMB customers with a single location can skip this step.
If you’ve integrated multiple QuickBooks Online accounts, start by mapping each account to its corresponding Birdeye location, then apply the necessary QuickBooks Online filters or location identifiers. Contacts will sync from QuickBooks Online to the respective Birdeye locations based on the selected filters & accounts. If only one QuickBooks Online account is integrated, the Account Name column will not appear.
To map an account or location, use the drop-down under the Account Name column next to the desired Birdeye location and select the integrated account.
QuickBooks Online provides various filters/location identifiers—Address, Class, and Department. Click the 'Edit' button to select the appropriate filter and enter values for the corresponding location identifier.
Once mapped, click 'Next' to continue.
Handy Tip: If a location identifier is missing for businesses with multiple Birdeye locations, refer to this article.
Step 3: Select Triggers
Check the box to select your preferred triggers, as shown in the image below. After making your selection, click 'Done.' Once triggers are saved, details will start syncing between QuickBooks Online and Birdeye.
A toast message will appear on the screen, saying, 'QuickBooks Online completed successfully.' You can now build automated campaigns for reviews, surveys, referrals, or any other custom campaigns by clicking the 'Go to Campaigns' option or skipping it.
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If you have any further questions, please contact the Birdeye technical support team at 1-800-561-3357 Ext. 3 or email them at support@birdeye.com.