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

What does the integration do? This integration does two things. You can sync your clients from Basecamp Classic and you can create a project in Basecamp Classic from your created proposal.

Step 1: Login into Your Quote Roller Account.

Step 2: Click on Settings, then click on “Integrations”. Find the Basecamp Classic Integration and click on the “Enable” button.

Step 3:  Connecting Basecamp Classic to Quote Roller

A. In order to connect, we will need the domain name and the authentication token from your Basecamp Classic Account

B. To obtain your Basecamp Classic Domain name.
a. Login and logout of your Basecamp Classic account, at the top of the screen, you will see the URL address, copy that address and enter it into your Quote Roller Settings. It will look something like this : XXNAMEXX.basecamphq.com

C. To obtain your Basecamp Classic Authentication Token
a. Login into your Basecamp Classic account.
b. On the upper right of your screen, click on “My Info”
c. Scroll down, find “Authentication tokens” and click on “Show your tokens”
d. Copy the token for “Token for feed readers or the Base camp API” and add that to your Quote Roller Settings

D. Once you have added the domain name and the authentication token, click on “Save”.  
E. The Quote Roller system will process the request and if completed successfully, you will receive this message: “Your Basecamp settings have been saved successfully”. 

Step 4: Once the integration has been completed, the next display will be with Quote Roller and now you can “Sync” your Basecamp Classic Contacts with Quote Roller an enable projects.

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.
B. Create projects from proposals.. Be sure to check this box if you would like to create projects in Basecamp Classic from Quote Roller.

Congratulations, you have successfully integrated your Basecamp Classic Clients into Quote Roller!

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

Step 6:  Creating a proposal in Quote Roller and sending to Basecamp – Classic for a new project. Go through the proposal process and either Send the proposal to your client or use “Save As Sent”. On the right, you will see the option to create project in Basecamp. 

Step 7: Re syncing and reviewing the last sync. Click on  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.