Integrations

Quo calls, Stripe, QuickBooks, Mailchimp, and the public API and webhooks.

14 articles5 topicsOwner/Admin

Common tasks in this section

Connect Stripe Reconnect or change Stripe Connect QuickBooks What syncs to QuickBooks Sync customers Sync approved time Sync activity log Connect Mailchimp Public API and webhooks

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StripeOwner/Admin

Connect Stripe to accept online payments

Settings → Stripe Account → Set Up Stripe Account lets customers pay invoices by card, ACH, Apple Pay, and Google Pay. Fees, verification, and payouts explained.

StripeOwner/Admin

Reconnect or change your Stripe account

When Stripe shows Disconnected or you need payouts to go to a different account, reconnect from Settings → Stripe Account. Existing invoices keep working.

QuickBooksOwner/Admin

Connect QuickBooks Online

Settings → QuickBooks → Connect QuickBooks links your company file, pulls customers, items, accounts, and workers for mapping, and syncs invoices, payments, and approved time.

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Mailchimp

2 articles

Connect MailchimpSettings → MailChimp links an audience so active customers flow into Mailchimp for newsletters and campaigns. Zentive's own broadcasts and automated messages work without it.Mailchimp audience isn't syncingCheck the connection status, the selected audience, that customers are Active with an email, and Mailchimp's own compliance holds.

Public API

2 articles

Public API keys and webhooksSettings → Public Integrations issues scoped read-only API keys for customers, jobs, invoices, quotes, and leads, and sends signed webhooks for lead and quote events.Webhook deliveries are failingRead the delivery log's status code and response, fix the endpoint (must be public HTTPS returning 2xx quickly), verify the signature, and re-trigger.

QuickBooks

7 articles

Connect QuickBooks OnlineSettings → QuickBooks → Connect QuickBooks links your company file, pulls customers, items, accounts, and workers for mapping, and syncs invoices, payments, and approved time.What syncs to QuickBooks and what stays in ZentiveCustomers, products and services, invoices, payments, refunds, credits, cash discounts, and approved time sync. Quotes, jobs, routes, photos, notes, and Stripe fees do not.Sync customers with QuickBooksLink Zentive customers to QuickBooks customers, create missing ones, and keep contact details in step so invoices land on the right account.Read the QuickBooks sync activity logEvery sync attempt is logged with the record, direction, result, and a plain-language reason for failures, with a Retry button.Sync approved time to QuickBooksFrom Timesheets, pick a payroll period, approve shifts, map employees to QuickBooks workers, and sync approved hours as TimeActivity; retry failures without re-running the batch.QuickBooks is not syncingRead the reason in the sync activity log, fix the mapping or connection it names (tax code, item, customer, expired token), and retry.Duplicate customers or invoices in QuickBooksWhy duplicates appear (unlinked customers, manual entry, re-sync after edits) and how to merge in QuickBooks and relink in Zentive so it stops.

Quo Calls and Booking

1 article

Connect Quo, manage calls, and take online bookingsConnect Quo, let callers book eligible work, follow up on missed calls, and fix common issues—all in one guide.

Stripe

2 articles

Connect Stripe to accept online paymentsSettings → Stripe Account → Set Up Stripe Account lets customers pay invoices by card, ACH, Apple Pay, and Google Pay. Fees, verification, and payouts explained.Reconnect or change your Stripe accountWhen Stripe shows Disconnected or you need payouts to go to a different account, reconnect from Settings → Stripe Account. Existing invoices keep working.

Best place to start

Start 1Stripe

Connect Stripe to accept online payments

Settings → Stripe Account → Set Up Stripe Account lets customers pay invoices by card, ACH, Apple Pay, and Google Pay. Fees, verification, and payouts explained.

Start 2Stripe

Reconnect or change your Stripe account

When Stripe shows Disconnected or you need payouts to go to a different account, reconnect from Settings → Stripe Account. Existing invoices keep working.

How to use this section well

After connecting any integration, test one simple sync right away instead of assuming it is working.

Use task-based articles first, then reference articles after the workflow is moving.
Share specific article links with crews or customers instead of sending them to the homepage.
Contact support if the live UI does not match the documented path.

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