Home → Integrations / Bolt-Ons

Integrations / Bolt-Ons

• 1. Rubi Outlook Plugin (Classic)
  • 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. Rubi Data Protection Portal (RDPP)
  • 2.1. Overview
  • 2.2. Setup
  • 2.3. GDPR consent
• 3. Quest
  • 3.1. Overview
  • 3.2. Mapping Quest members to RubiCRM records
  • 3.3. Adding your different Quest Services
  • 3.4. Exporting your Quest Downloads
  • 3.5. Importing Quest Downloads into RubiCRM
• 4. Marketing Signup
  • 4.1. Overview
  • 4.2. Contact signup
  • 4.3. Settings
• 5. Web Integration Extras
  • 5.1. Guest Checkout
  • 5.2. Waitlist events/training courses
• 6. Xero
  • 6.1. Overview
  • 6.2. Authentication with Xero
  • 6.3. Setup - Connect Xero API to RubiCRM
  • 6.4. Setup - Xero Contacts
  • 6.5. Setup - Chart of Accounts
  • 6.6. Setup - Tracking Categories
  • 6.7. Creating an invoice 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
• 7. Sage 50
  • 7.1. Overview
  • 7.2. Pre-installation checklist
• 8. Sage 200
  • 8.1. Authentication with Sage 200

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