Support / FAQ

Podio Integration with Quote Roller

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

What does this integration do? This integration allows you to sync your contacts from Podio and install the Quote Roller app into your Podio account to help track your Quote Roller proposals.

Step 1: Login into Your Quote Roller Account.

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

Settings - Integrations -Podio

Step 3: Connecting Podio with Quote Roller.

Podio Setup Settings
A. Podio will ask you to login into your account (if you have not already signed in). Once you have signed in, click on the green button “Grant Access”.

Step 4: Once the integration has been completed, the next display will be with Quote Roller and now you can “Sync” your Podio contacts with Quote Roller.

Podio 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 we also provide you with a .TXT file of the contacts that were imported into Quote Roller.
B. Proposals RSS feed. If you would like to use the RSS feed from Quote Roller, copy that URL address and add in Podio.

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

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

Client Podio

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 - Podio

Step 7: Adding Quote Roller App to your Podio Account.
A. Login into your Podio Account.
B. Click on Add App
C. Click on “Go to App Market” 
D. In the Search bar, type in Quote Roller
E. Click on Get APP
F. Select a space and click Next
G. App has been added to your account.
H. Now you can view all the proposals that have been sent out.
I.   If you click on one of the proposals, a right window will display, proving you information about that proposals. Including Name, Author, Sent Date, Link to Proposal, Content, Files, Tags, Tasks. Click here for more information from Podio about this setup.
J. Inside of Podio to add the RSS field. Open the app… To automatically import proposal from Quote Roller, please setup an external data connector (from the Settings menu in Podio) using the RSS feed from Quote Roller Podio integration settings. To find the RSS URL Please login to your account Quote Roller Account, go to Settings -> Integrations and enable Podio integration. There you can copy RSS feed URL you need to add to external data connector. NOTE: You will get an email notification for each proposal that will be assigned to you. To avoid getting many emails while initial import, please adjust your notification settings accordingly.

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