Contacts Sync - Android
Please make sure that you've activated the contacts-sync in SpinOffice via the menu option Administration -> User settings -> Synchronization. On your phone, please install a Contacts client from the Play Store that supports CardDAV. For example, CardDAV Sync is free. On your Android, go to Settings -> Accounts -> Add Account and select CardDAV. The following window will appear: Fill in the information as follows: Email: [enter the email address where you received the activation email] Password: [your SpinOffice login password] URL: sync.spinoffice-crm.com Account name: [give your description] Then simply tap Next to start synchronization. If everything is configured properly, the synchronization will start automatically. Open the Contacts application and select the addressbook to show up: go to More -> Settings -> Contacts to display and select 'All contacts' or 'CardDAV' or make a customized list that also contains the CardDAV. All SpinOffice contacts should be shown there once enabled. It may take a few minutes to get all your SpinOffice contacts on your Android. Please be patient and don’t adjust the settings too fast. All changes made here will sync on every device where this CardDAV sync account has been configured.
Modified on Wed, 21 May at 2:07 PM
Contacts Sync - iOS (iPhone & iPad)
Set up Contacts synchronization via CardDAV to sync all your contacts from SpinOffice CRM to your iOS device(s) and vice versa! Follow the steps in the configuration manual below. Activate the contacts-sync in SpinOffice via the menu option Administration -> User settings -> Synchronization. On your iPhone / iPad, go to Settings -> Apps -> Contacts -> Contacts Accounts. Click on New account -> Other. Select Add CardDAV account. The following screen appears: Fill in the following information: Server: sync.spinoffice-crm.com User name: [enter the email address where you received the activation email] Password: [your SpinOffice login password] Description: for example, ‘Business contacts’ or ‘SpinOffice contacts’ Click on Next in the top right corner, and the account is being verified. The following screen will appear: We advise you to choose Keep on My iPhone in order not to lose existing contacts. Click on Save to add the sync account. The CardDAV is now added as a sync account to your iOS device. To get them into the Contacts app: Go to the default iOS Contacts app Click on Groups in the top left corner Tick the account name you gave (‘Business contacts’ in our example) Click on Done to confirm All contacts that are marked as contact type to sync in SpinOffice CRM, menu option Administration -> User settings -> Synchronization, will now be shown in your contact list. By default, all contacts are fetched and not pushed. Manage the fetch schedule for this account on your iOS here: Settings -> Apps -> Contacts -> Accounts -> New data: Scroll down to the bottom to set the fetching period. On Manual, the contacts are only being refreshed on your device when you launch the Contacts app. It may take a few minutes to get all your SpinOffice contacts are on your device, so please do not adjust settings to fast! All changes made here will sync on every device where this CardDAV sync account has been configured.
Modified on Wed, 21 May at 2:02 PM
Activate e-Boekhouden.nl integration
SpinOffice CRM offers an integration with e-Boekhouden.nl, a Dutch accounting solution that works intuitively and simply. With e-Boekhouden.nl, all invoices, name, and address data from SpinOffice are sent to your accounting software in e-Boekhouden.nl at the touch of a button. Contacts from SpinOffice become contacts in e-Boekhouden.nl. So easy! Requirements An e-Boekhouden.nl account (the software is only available in Dutch) The invoice module in SpinOffice CRM A SpinOffice Pro- or Enterprise license Activate e-Boekhouden.nl integration Sign up for e-Boekhouden.nl Start by creating a free e-Boekhouden.nl account. Already have an account? Then proceed to step 2. Create a unique API key for SpinOffice. In your e-Boekhouden.nl account, go to Integrations, generate an API key, and copy it to your clipboard. Add the API key to SpinOffice In SpinOffice, go to the menu option Administration -> Integrations and enter the API key from your clipboard. That is it! You are now completely ready to start using the e-Boekhouden.nl integration in SpinOffice.
Modified on Wed, 21 May at 1:54 PM
Activate WhatsApp Business
To activate the WhatsApp Business integration, you need a SpinOffice Pro or Enterprise license. Before you go through the steps below, first review the important points to note and the costs of the integration. Step-by-step activation of WhatsApp Business Complete the following steps in Meta Business. Create a Meta Business Suite account Create a free Meta Business Suite account or log in with your existing account. Create a Business Portfolio Create a Business portfolio to manage your business information, Facebook pages, Instagram accounts, and WhatsApp Business. Skip this step if you already have a Business portfolio that you would like to use. Verify your business Verify your business by uploading the required documents. If submitted, it may take 1-2 days for Meta to approve. Your business must be verified by Meta before proceeding to step 6. So, carefully monitor the status in your Meta Business account and, if requested, provide the desired information to complete this. Add a WhatsApp number In Business portfolio info, click on Accounts -> WhatsApp accounts in the navigation bar on the left. Click Add to add a new account. When choosing a phone number, please keep in mind that: Chat history and groups will be lost. The chosen phone number will only be available in SpinOffice as a WhatsApp number. It is not possible to use it simultaneously in WhatsApp Web or the mobile app. Enter the desired number you want to use and select Continue. Go through the verification via SMS or phone call. The chosen WhatsApp number must be verified by Meta before proceeding to step 6. Add a payment method Add at least one valid payment method in Meta Business Suite and select it for WhatsApp Business. Did you succeed? Then we will continue in SpinOffice. Important: all of the above must be completed successfully before continuing. We do not guarantee successful configuration if this is not the case. Start the configuration in SpinOffice Log in to SpinOffice. Go to the menu option Manage -> Integrations -> WhatsApp Business and click on Connect with Facebook. A web browser will open. Allow a pop-up window to open. Log in to your Facebook account This is necessary to link the correct Meta account. Click Continue. Link the Meta Business Suite account to SpinOffice Select the Business portfolio you created in Step 2 or choose an existing portfolio. Click Continue. Select the WhatsApp number Select the WhatsApp Business number from step 4 and choose Continue. Confirm access to the WhatsApp number SpinOffice wants access to the account and the conversations. Choose Continue. Your information is being verified Approved? Then the number is active! You are now ready to use WhatsApp Business in SpinOffice. Close the configuration via Save. Test the connection In SpinOffice, go to Administration -> Integrations -> WhatsApp Business and click Test connection. The following message should be displayed. Create your first WhatsApp template in Meta Business To reach out to your customers, you need a pre-approved template. Create different templates in Meta Business Suite, under WhatsApp Manager. Accepted templates are immediately available and usable in SpinOffice. Manage approved templates in SpinOffice Go to menu option Administration -> Integrations -> WhatsApp Business -> Templates. Add merge fields for personalized messages. Link users to incoming conversations Determine which user(s) should receive incoming conversations. You can select multiple users; all selected users will see new incoming conversations in their Inbox and can pick up and answer conversations. Of course, it is possible to unlink users from a conversation. Start a WhatsApp conversation with a contact in SpinOffice Important: An outgoing WhatsApp conversation should always be started with a template (step 14). To start, go to the contact you want to start a WhatsApp conversation with, right-click on the (mobile) phone number, and choose Send WhatsApp. Select the desired template and fill in the required merge fields to send the template. Click the send icon to start the conversation. Important points to note You can only start a WhatsApp conversation with an approved WhatsApp template. Once a customer responds, you can freely send messages for 24 hours without templates. If the contact does not respond within 24 hours, you must start again with a template. You do not need to use a template for incoming conversations. You create and manage templates in Meta Business Suite. You pay approximately €0.05 per started conversation to Meta.
Modified on Wed, 21 May at 1:51 PM
Email templates
In SpinOffice, it is possible to create your templates. Go to menu item Administration -> Email -> Email templates. Choose one of the two options: New: create new templates based on the default template. What's the default template? See below: Add merge-fields, e.g., «My Email», «My first name», «My last name», or «My Job title» from -My list- to customise the template. When finished, click on 'Save'. Open: open an existing template in order to adjust its content. When finished, click on 'Save'. Choose 'Edit’ to set the subject, some preferences, and to add attachments, and determine the template tab where the template should be saved. Click on ‘Save’ when finished and close this template builder section. Personal information for your email signature Go to menu item Administration -> User settings to complete your own contact information. Most of the information can be used as a mail-merge field in the email template builder, Administration -> Email -> Email templates. So make sure you completely fill in your profile. If you upload your company logo, it will be automatically added to the default email template.
Modified on Wed, 21 May at 1:13 PM
Document templates
In the limited version of SpinOffice, two document templates are defined, allowing you to see how SpinOffice can fill an MS Word template with text fields from SpinOffice. In the Pro version, you can edit the templates, copy them, or import new templates. How to use a document template Go to the contact for which you want to create a document template. Click on the small arrow next to the document menu in the toolbar. Pick the document of your choice. The document is automatically created and opened in MS Office, where you can adjust the content. On save, the document will be uploaded to SpinOffice again with the latest version. Go to the contact's archive, where you can find the created document. How to manage the document templates (in Pro version only) Via the menu option Administration -> Document templates. Edit existing document templates Choose 'Open' Select the document template of your choice and click on the link to open the document template You can change the text and update the bookmarks (see Using bookmarks) Create new document template You can choose an existing template and use that as the base for your new document template. To do so, do not open the document but choose 'Save As' in the SpinOffice menubar. Give the document template a new name and press Save. You can also import any MS Word document and use that document as a template within SpinOffice. To do so, choose Import from the menu and save the template in SpinOffice. Then, use bookmarks to tell SpinOffice where you want to have SpinOffice content to be placed. Read more about bookmarks below. Using Bookmarks in document templates Bookmarks are used in MS Word to point to a location in a document. SpinOffice can use that to jump to a bookmark and place data from the database there. The best way to do so is to: Place text in the documents (like Firstname) Highlight the text Choose Insert -> Bookmark from the MS Word menu Type the bookmark name (see list below) When you save and use the template, SpinOffice will find the bookmark and replace the text with the data from SpinOffice. Each bookmark can be used once. Address Bookmark Description Address_line1 Address line 1 Address_line2 Address line 2 Address_line3 Address line 3 Address_street Address street Address_street_number Address street number Address_Zipcode Address zipcode Address_City Address city Address_Country Address counry Address_incl_initials Address including initials + lastname Contact information Bookmark Description Firstname Firstname of the contact Lastname Lastname of the contact Lastname_incl_prefix If lastname has a prefix, this is added Lastname_incl_initials Initials and lastname Line_Attention To the attention of line Contact_type Contact type Info_1 Contact info_1 (= by default "job title") Info_2 Contact info_2 Info_3 Contact info_3 Info_4 Contact info_4 Info_5 Contact info_5 Info_6 Contact info_6 Info_7 Contact info_7 Info_8 Contact info_8 Info_9 Contact info_9 Info_10 Contact info_10 Info_11 Contact info_11 Info_12 Contact info_12 Info_13 Contact info_13 Info_14 Contact info_14 Info_15 Contact info_15 Info_16 Contact info_16 Info_17 Contact info_17 Info_18 Contact info_18 Info_19 Contact info_19 Info_20 Contact info_20 Number_mobile Contact mobile nr Number_private Contact private nr Number_work Contact work nr Number_fax Contact fax nr Email Contact e-mail address DebitorNr Number 1 CreditorNr Number 2 Date Contact date of birth Dear Dear contact… Address Contact complete address Address_incl_attention Contact address incl. attn Project_description Project description Project_type Project type Project_code Project activity code File_description File description File_type File type User information Bookmark Description My_signature User signature My_firstname User firstname My_lastname User lastname My_mobile User mobile My_info_1 User info_1 My_info_2 User info_2 My_info_3 User info_3 My_info_4 User info_4 My_info_5 User info_5 My_info_6 User info_6 My_info_7 User info_7 My_info_8 User info_8 My_info_9 User info_9 My_info_10 User info_10 My_email User mail address Other fields Bookmark Description AccManager Contact account manager AccManagerSignature Account manager signature Today Todays date
Modified on Wed, 21 May at 1:11 PM
