Focus: The focus of this document is to provide you steps on how to integrate FreeAgent into your Quote Roller Account.

What does the integration do? This integration will allow you to sync your contacts from FreeAgent into Quote Roller.

Step 1: Login into Your Quote Roller Account.

Step 2: On the Upper right, click on Settings > Integrations, Find FreeAgent and click on Enable.

Step 3: Connecting FreeAgent with Quote Roller

 
A. Login into your FreeAgent Account
B. Click the Approve button to allow Quote Roller to have access to your FreeAgent Data

Step 4: FreeAgent Settings – Syncing your contacts from FreeAgent to Quote Roller

 
A. Sync Contacts —  Click the “Sync” Button. After this has been completed, you will receive an email message from Quote Roller that the contacts have been imported. For your convenience with also provide you with a .TXT file of the contacts that were imported into Quote Roller.

Congratulations, you have successfully integrated your Free Agent Clients into Quote Roller!

Step 5:  Viewing your FreeAgent Clients in Quote Roller. Click on Clients.  Any client that has the “FreeAgent” icon, came from FreeAgent.

Step 6: Re syncing and reviewing the last sync.  If you ever need to re sync or obtain date/time of the last sync. This can be done under Clients > Import Contacts.

Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.