Support / FAQ

Saasu Integration with Quote Roller

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

What does this integration do? This integration allows you to sync your contacts from Saasu into your Quote Roller account.

Step 1: Login into Your Quote Roller Account.

Step 2: Click on Settings, then click on integrations. Find Zoho CRM and click on the “Enable” button.

Settings - Integrations -Saasu

Step 3: Connecting Saasu with Quote Roller.

Saasu Settings

Saasu system settings
A. The following can be found by logging into your Saasu Account, click here.
B. At the top, click on the Gear Icon, then click on “Settings (for this file).
C. Next, click on “Web Services”.
D. Copy your File ID and Web Services Access Key and add those to your Quote Roller account.
E. Click Save
F. Quote Roller will process the request, if this is done correctly, you will receive the following message, “Your Saasu 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 Saasu Contacts with Quote Roller.

Saasu Settings Setup
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 Zoho CRM Clients into Quote Roller!

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

Client Sassu

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.

Clients - Import Contacts - Sassu

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