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DSatASBrS
February 23, 2023
Question

Customer demographic data synchronization with external database

  • February 23, 2023
  • 2 replies
  • 0 views

Hi all,

 

I am trying to figure out if we can sync data between QBO and our external data source via a single data point between the two being a Customer ID number.

 

When our members sign up, purchase products, or update their account details via the website, I would like it if QBO would pull through and update the new info via an API.  Monitoring and editing two datasets is time consuming. 

 

Is this possible? 

 

Thank you for any insight you can provide.

 

David

 

 

 

 

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
February 23, 2023

What kind of business do you run? SaaS?

Which apps do you have for your members to signup, purchase products, or update their account detail?

D
DSatASBrSAuthor
February 23, 2023

Professional association with 3500+ members.

 

Everything is run through the website.  Payments processed via Braintree.  No external apps. 

 

Data is stored in SQL.  Basic demographic data and transaction data.  Nothing really unique or different. 

 

The problem lies in that we do thousands of low dollar amount membership and event transactions throughout the year.  I'm trying to figure out how to automate the work as much as possible.

AlcaeusF
AlcaeusF
February 23, 2023

Hi @DSatASBrS,

 

It's great to see you dropping by here in the Community. I can help you get the support you need regarding sharing your website data with QuickBooks Online.

 

We have a separate forum called Intuit Developers, where you can find engineers who can share suggestions for API concerns. I can refer you to this department to help you further with app integrations. Check out this link: Intuit Developers Community.

 

Here you can get assistance with third-party app integrations, take part in software developments and innovate business tools for QuickBooks.

 

Also, did you know you can transfer app ownership or disconnect an app in QuickBooks Online? I have a link here you can visit to learn more about the process: Transfer app ownership or disconnect apps.

 

Keep in touch for any concerns you may have with syncing apps or using QuickBooks Online. We'll be here to help. The Community doors are always open for you. Have a nice day.

A
AAgrawal121
January 10, 2024

Hey @DSatASBrS 

We have built a tool to transform such reports as per requirement for further analysis. If you have a use case, we can get on a call and you can use our tool.

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