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How to connect Truss with my CRM system
How to connect Truss with my CRM system

If you are using Quickbooks Online, you can indirectly integrate Truss with your CRM

Updated over 7 months ago

If you are using Quickbooks Online, you can indirectly sync your bills and invoices from your CRM with Truss.

Here's how it works:
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  1. Setup integration from Truss to QBO, see detailed instructions here
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  2. Setup integration from QBO to CRM, e.g. Buildertrend, Jobtread
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    1. When you create invoices/bills in your CRM these sync into Quickbooks Online (QBO)
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    2. QBO then syncs bills & invoices into Truss
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    3. Payment is sent and completed in Truss

    4. Once payment is complete, Truss syncs back to QBO and marks the transaction as 'paid'

    5. QBO finally syncs the completed invoice/bill back to CRM

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