Once you've set up your AccountancyManager integration, you can:
Import contacts from AccountancyManager into GoProposal
Create new contacts in AccountancyManager when creating proposals
Link existing GoProposal contacts to AccountancyManager
Assign GoProposal line items to AccountancyManager tasks
Import contacts from AccountancyManager
Go to Contacts.
In the Contacts Hub, click Import from and select AccountancyManager.
Confirm the import when prompted.
Import time depends on the number of contacts
Once complete, imported contacts appear in your Contact Hub.
Create a new contact in AccountancyManager during proposal creation
Click Create Proposal.
In the Select Contact section, click or add new contact.
Click Create next to AccountancyManager.
Complete the required fields and click Add Contact.
The contact will link to AccountancyManager and auto-fill in the Complete Proposal section.
Link an existing GoProposal contact to AccountancyManager
Go to Contacts.
In the Contacts Hub, search for the contact and click View.
Scroll to the Integrations section and click Edit.
Search for the matching AccountancyManager contact and click Save.
Assign line items to AccountancyManager tasks
Go to Configure and select Line Items.
Click Edit Line next to the service you want to assign.
Open the Integrations tab and select the AccountancyManager service.
Click Save Line Item.
Add a custom service in AccountancyManager
Go to Settings and select Account Settings.
Click Services and select Custom Services.
Add the service and click Save.
Enable the service for the relevant client and set frequency and deadlines.
When you mark a proposal as Won in GoProposal, linked tasks will trigger in AccountancyManager.
Need Support?
Visit the Community Hub or contact us in the chat.