Starting April 20th 2021, the Nimble PieSync integration will no longer be available for new users to sign up. Set up the integration prior to April 20th in order to be able to enjoy Nimble + PieSync through April 21, 2022.

Our native integration with PieSync offers a 14 day free trial and the ability to keep up to 2,000 contacts in sync for free after the trial ends. PieSync offers plans that fit all of your needs and we highly recommend using their service to keep your contacts in sync between all of your cloud apps. 

For information on how to get started with PieSync in Nimble, please start at this article.

Quickbooks Sync Overview

By syncing contacts Nimble and Quickbooks, all of your bookkeeping contacts and fields can be synced to Nimble and kept up to date. By enabling this type of sync, you can use Nimble as your primary system of record for customer communications.

Sync from Nimble to Quickbooks. When sales closes a deal, the customer's address information is synced into Quickbooks. You can configure this for all contacts, or only when a deal is won.

Sync from Quickbooks to Nimble. If accounting creates new contacts in Quickbooks, they will be synced to Nimble, along with the information about their payment status (handy for sales and customer care teams who are in contact with contacts). 

Rule-based syncing 

One of the coolest things about PieSync is that it allows you to sync contacts and contact fields based on intelligent rules. Check out the examples below where we update contacts with a "Deal Won" lead status to Quickbooks, tag contacts with an open balance in Quickbooks in Nimble, and also sync contacts from Quickbooks to Nimble.

Syncing with custom fields

Custom Fields enable users to capture unique data that is specific to your business needs. When it comes to Quickbooks, not all fields are supported in Nimble, however, you can create them using Custom Fields. By utilizing this integration, you will automatically keep your specially designed custom fields up to date.

Take the example in the .gif for instance. “Has Open Balance” is a field in Quickbooks, but not a field in Nimble. Instead of using a tag to group the contact, you can use Custom Fields instead to capture this information directly to the data field on the contact record. After creating the field, it can now be selected as a mappable option for synchronization.

The ability to sync custom fields is available in PieSync’s Pro Plan which you can learn more about here: https://www.piesync.com/pricing/

If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT. 

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