Home → Integrations / Bolt-Ons

Integrations / Bolt-Ons

• 1. Rubi Outlook Plugin (New) - COMING SOON
  • 1.1. Overview
  • 1.2. Installation & Launch
  • 1.3. Login
  • 1.4. Opening the email
  • 1.5. Create a contact
  • 1.6. Log an interaction
  • 1.7. Log a quick interaction
  • 1.8. Create a sales pipeline
  • 1.9. Main dashboard panel
  • 1.10. Forgot password
• 2. Rubi Outlook Plugin (Classic)
  • 2.1. Overview
  • 2.2. Installing the Plugin
  • 2.3. Log an interaction from Outlook
  • 2.4. View customer details
  • 2.5. Creating a contact in Outlook
  • 2.6. Import interactions
  • 2.7. Reactivate the Plugin
  • 2.8. Troubleshooting
• 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. Marketing Signup
  • 5.1. Overview
  • 5.2. Contact signup
  • 5.3. Settings
• 6. Web Integration Extras
  • 6.1. Guest Checkout
  • 6.2. Waitlist events/training courses
  • 6.3. Additional member only pages
• 7. Xero
  • 7.1. Overview
  • 7.2. Authentication with Xero
  • 7.3. Setup - Connect Xero API to RubiCRM
  • 7.4. Setup - Xero Contacts
  • 7.5. Setup - Chart of Accounts
  • 7.6. Setup - Tracking Categories
  • 7.7. Creating an invoice in RubiCRM before syncing to Xero
  • 7.8. Creating an invoice with a payment schedule (DIrect Debit)
  • 7.9. Creating a credit in RubiCRM before syncing to Xero
  • 7.10. Adding payments in Xero
  • 7.11. Syncing to Xero
• 8. Sage 50
  • 8.1. Overview
  • 8.2. Pre-installation checklist
• 9. Sage 200
  • 9.1. Authentication with Sage 200

Integrations / Bolt-Ons: Printer Friendly Version