Support / FAQ

Nutshell Integration with Quote Roller

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

What does the integration do? This integration allows you to sync contacts and products from Nutshell to be used to create proposals in Quote Roller.

Step 1: Login into Your Quote Roller Account.

Step 2: On the Upper right, click on Settings, then click on Integrations, find the Nutshell integration and click on the enable button.

 Settings - Integrations -Nutshell

Step 3: Enter in your Nutshell CRM settings:

 Nutshell Settings
A.  How to locate your Email and Authentication token
a.  Enter in your email address for your Nutshell login.
b.  For your Token: Go to http://www.nutshell.com  and login
c.  On the Dashboard menu bar, click on “Setup”, then click on API Keys. You will need to add an API Key, click the + sign. and enter in the following:
i.  Name: Quote Roller
ii..  Permission: API Access
Nutshell API options
d.  You will see the new key show up, click on the key #.
e.  Copy the API Key code and place that into your Quote Roller Nutshell Integration settings.
f.  Click Save.

B.  Quote Roller will process this request, if you do this correctly, if you will get a message: “Your Nutshell settings have been saved successfully.

Step 4:  Nutshell Settings

 Nutshell Settings - Enabled
A.  Sync Contacts. When you are ready to Sync your Nutshell Contacts, click on the blue sync button. Quote Roller will process the request and you will receive an email, when this has been completed that will also include a “TXT” file of the sync request of the contacts.
B.  Sync Products.  When you are ready to Sync your Nutshell products, click on the blue sync button. Quote Roller will process the request and you will receive an email, when this has been completed that will also include a “TXT” file of the sync request of the Products. When completed, this synced items will show up under Catalog > Services in your Quote Roller Account.
C.  Extra:  With this integration, you also have the ability to add your Dropbox email address from Nutshell CRM into your Quote Roller account. For more information from Nutshell, login to your account, click Support and Enter in this phrase, “BCC your emails into Nutshell”.  For Quote Roller enter in the email address given by Nutshell  and paste the email address in your Quote Roller Account > My Settings > Profile > Email Settings Section >  CC or BCC email address fields.

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

Step 6: Re syncing and reviewing the last sync.
A.  If you ever need to re sync or obtain date/time of the last sync. This can be done under Clients > Import Contacts. You can also review the last sync date and time. This will be based of your time zone set in your account.

 Clients - Import Contacts - Nutshell

Step 7:  Viewing your Nutshell Clients in Quote Roller.  Click On Clients. Any client that has the “Nutshell” icon, came from Nutshell.

 Client - Nutshell Contact

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.

Posted in: Integrations