• How to transfer Legrand CRM Contacts to QuickBooks Online

    Go to the Contacts module and select a contact. In the ‘Actions’ list, click ‘Create in QuickBooks’ and click ‘OK’ to confirm. Once you create a record in QuickBooks Online, you can open the record in QuickBooks from your CRM. In the action list, select ‘Open in QuickBooks’. NOTE: A ‘standalone contact’…

  • How to link an existing CRM Contact to a QuickBooks Online Customer

    Go to the Contacts module to select a contact and click ‘Link in QuickBooks’. Enter the QuickBooks customer ID number and click ‘OK’ to confirm. The customer ID number is the value after ‘nameId=’ in the URL address bar when you open the customer in QuickBooks Online. Locating the QuickBooks…

  • How to specify the Sync Settings for the QuickBooks Online Integration

    A ‘QuickBooks’ module is available in the menu once you successfully connect Legrand Cloud CRM with QuickBooks Online. Go to the QuickBooks module and click ‘Sync Settings’ on the left sidebar. The direction of data transfers, update display name field, sync frequency and suppliers. The default settings for contact updates are from…

  • How to connect Legrand Cloud CRM to QuickBooks Online

    Click the settings icon and select ‘Accounting Link’. NOTE: The QuickBooks Online Integration is only available for users on the Standard and Premium plan. Click here find out more about the Legrand Cloud CRM plans. Click on the ‘Accounting Application’ drop-down and select ‘QuickBooks Online’. Click ‘Save’ then select ‘Connect to QuickBooks’. Legrand Cloud CRM…

  • How to connect Legrand Cloud CRM with Xero

    Click on the settings icon and select ‘Accounting Link’. Click the ‘Accounting Application’ drop-down and select ‘Xero’. Click ‘Save’ then select ‘Connect to XERO’. Legrand Cloud CRM will direct you to a new tab prompting you for your Xero Login Details. Enter your Xero account login details to sign in and verify the connection.  Click ‘Allow…

  • How to configure calendar settings

    The Calendar is configurable to suit your needs and preferences. Navigate to the administration panel to change the calendar settings. Under ‘User Preferences’, click ‘Timezone & Calendar’. You can edit the time zone, date format, time slot, work hours and specify the start of the week. Enter the details and click ‘Submit’ to save…

  • Navigating Calendar Views

    The Legrand Cloud CRM Calendar has multiple screen views to help you manage upcoming calendar events and tasks. Use the icons on the top right to switch between the calendar views. View calendar events due in the next few days, weeks, or months. You can also click on your team members’ names…

  • How to sync Calendar events to Outlook

    The Legrand CRM Outlook add-in is a key tool for maximum productivity. Our Outlook integration enables you to sync calendar events between your CRM and Outlook calendar. Click here to download and install the Legrand CRM Outlook add-in. After you install the Outlook add-in, go to your settings and select ‘Calendar Settings’.  You can…