Plannit

Patrick Poirier

Caroline Pelletier

Oliver Hoffmann

Integrations

Connect your business email accounts to Plannit to service requests faster than your competition!

Email redirection into Plannit

Email

Redirect your client requests coming from your Facebook in Plannit to respond faster and win more clients.

Facebook integration

Facebook

Accounting Systems

Integrate Plannit into Acomba, conciliation in Acomba, import Clients and Products & Services from Acomba to Plannit

How Plannit integrates with Acomba works

Integrate Plannit with Acomba to maintain your sales and payment accounting in a few clicks

Configuring Acomba integration with Plannit

How to export your customers and Products & Services from Acomba to Plannit

Transfer your Acomba data to Plannit

Procedure for exporting Plannit transactions for import into Acomba

Transfer transactions from Plannit to Acomba

See how to successfully integrate Plannit with Acomba. A guide for accounting experts

Accounting guide for Acomba integration

Acomba

Integrate Plannit into Avantage, conciliation in Avantage, import Clients and Products & Services to Plannit

How Plannit integrates with Avantage works

Integrate Plannit with Avantage to maintain your sales and payment accounting in a few clicks

Configuring Avantage integration with Plannit

How to export your Customers and Products & Services from Avantage to Plannit

Export your Avantage data to Plannit

Procedure for exporting Plannit transactions for import into Avantage

Transfer transactions from Plannit to Avantage

See how to successfully integrate Plannit with Avantage. A guide for accounting experts

Accounting guide on Avantage integration

Avantage

Update sales and payment transactions in LCM Global in just a few clicks

Configuring LCM Global integration with Plannit

Procedure for exporting Plannit transactions for import into LCM Global

Transfer transactions from Plannit to LCM Global

LCM Global

Synchronize your sales and payment transactions in real time with Plannit's Quickbooks online integration

How Plannit integrates with QuickBooks Online works

Synchronize your sales and payment transactions in real time with Plannit and QuickBooks online integration

Configuring QuickBooks Online integration with Plannit

Tips and tricks with QuickBooks Online

How to link several company contacts to a single Company contact in QuickBooks online for all invoices

Link my Plannit contact to a company contact in QuickBooks Online

Error messages and solutions for QuickBooks Online

Troubleshooting with QuickBooks Online

If an invoice does not export and is still in "In progress" status, you can manually restart the export process.

How to export an invoice to Quickbooks that is still in "In progress" status

Find the Chart of Accounts in my QuickBooks Online

How to account for Stripe fees charged on online payments.

Reconciling Stripe deposits with QuickBooks Online

Would you like Plannit to integrate your QuickBooks online accounting system with Plannit?

Give Plannit's accountant access to integrate with QuickBooks Online

An error message tells you that an accounting period is closed and prevents you from importing transactions into QuickBooks online.

Unlocking a closed accounting period in QuickBooks Online

QuickBooks Online

Integrate Plannit with Sage 50, reconciliation in Sage 50, import Customers and Products & Services from Sage 50 to Plannit

How Plannit integrates with Sage 50 works

Update sales and payment transactions in Sage 50 in just a few clicks

Configuring Sage 50 integration with Plannit

How to export your Customers and Products & Services from Sage 50 to Plannit

Export your Sage 50 data to Plannit

Procedure for exporting Plannit transactions for import into Sage 50

Transfer transactions from Plannit to Sage 50

Tips and tricks with Sage 50

Troubleshooting with Sage 50

See how to successfully integrate Plannit with Sage 50. A guide for accounting experts

Accounting guide for Sage 50 integration

You will need the list of accounts in your Sage 50 chart of accounts to complete the integration with Plannit.

Where can I find the chart of accounts in my SAGE 50 accounting system?

Sage 50

Synchronize your sales and payment transactions in real time with Plannit's Zoho Books integration

How Plannit integrates with Zoho Books works

Synchronize your sales and payment transactions in real time with Plannit and Zoho Books integration

Configuring Zoho Books integration with Plannit

Zoho Books

How does the Plannit phone integration work?

Telephony options offered by Plannit

Learn how to manage calls in Plannit, including incoming call handling, call statistics, search and filtering tools, data exports, and AI-powered summaries and insights to help you efficiently follow up…

Call Management in Plannit

Telephony

How to install Plannit's web integration on a website

Web site integration instructions

How to install Plannit's web integration scripts on a Wix platform

Install web integration script with Wix

Install web integration script with GoDaddy

How to install Plannit's web integration scripts in Wordpress

Install web integration script with Wordpress

How to install the web integration scripts with Google Tag Manager

Install Plannit web integration scripts with Google Tag Manager

This will help you track your conversion events directly into your GA4.

Get conversion events into your Google Analytics 4

In this article, you will find the basic CSS classes you can use to customize your widgets to better match your website.

Customize Plannit Widgets on your website

Brigitte Chouinard

Home services network

For businesses

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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