Configuring Third Party Integrations

For third party integrations it is best to reach out to your EXT client success representative to help assist you with this. Below shows the integrations available and some notes in regards to them.

Ext-Tech

Before setting up any of the below integrations, reach out to your EXT client success representative for support.

Click Configuration

Quickbooks

QuickBooks: EXT has the capability to have a two way integration with Quickbooks. This should only be set up prior to entering any data into EXT as it can create doubles in both programs. You may have to configure some of your service types in Quickbooks for it to be compatible with EXT. Note: EXT exports are quick and easy so no matter what accounting software you are using you can easily export from EXT and import into any accounting software.

SMS / Text Messaging

SMS, aka, text messaging. Note: there is an additional charge with sending out text messages that will be charged to you each month in addition to your monthly subscription fees. The fee is based on the amount of text messages sent out. To set up text messaging you will need to enter in an area code to see the available phone numbers to choose from. This is an outgoing text message only and cannot receive text message replies.

Creadit Card Payments via Stripe

To set up credit card processing through EXT you will need to set up "Payments" in your configuration settings. When you go to enable this feature, it will ask you to create a stripe account. That stripe account is what is connected with EXT to process credit cards. Stripe automatically removes the processing fees. You will see this in your bank statements.