Plugins Setup

This guide walks you through the step-by-step process of setting up the Salesforce and QuickBooks plugins, connecting your Salesforce and QuickBooks Plugins org, and enabling data sync.

Configuration setup on third party site

For configuration steps, click the How to Configure? link displayed on the Salesforce plugin card. This will download or open the DOCX guide associated with the Salesforce integration, containing all required setup instructions such as generating the Client ID, Client Secret, and Redirect URL.

1. From the App Launcher, click Setup.

2. Navigate to Plugins

3. In the list, can be able to see Salesforce and QuickBooks plugin cards.

4. From the cards can be able to see the Add Information menu

Salesforce Plugin Setup

The Salesforce Plugin Setup lets you connect BLDON with your Salesforce account to sync leads, opportunities, and customer data automatically. This integration reduces manual entry, keeps information up to date, and streamlines your sales-to-estimation workflow.

Before starting to add salesforce credentials, make sure you have:

· A valid Salesforce account (Sandbox or Production)

· Administrator access in Salesforce

· Your application’s Client ID and Client Secret (if applicable)

· API permissions enabled in Salesforce (e.g., API Enabled, Modify All Data, Access and Manage Data Integrations)

5. Add information -> a popup window will open, showing the require fields under Plugin Info.

6. Client Id - Salesforce Consumer Key (Will get it from salesforce side)

7. Client Secret - Salesforce Consumer Secret (Will get it from salesforce side)

8. Salesforce URL - Your Salesforce account login URL

9. Salesforce Redirect URL - Use the same URL you added in Salesforce Connected App’s Callback URL. (Our application redirect URL: https://app.bldon.com/callback)

10. Review all settings to ensure they match your salesforce account details

11. Click Add or Save to add the salesforce credentials.

Generate Token for salesforce

Once saved the Plugin info, need to generate the token to sync with salesforce. For that need to click the generate token button

Generate Token (Button Click action)

1. You will be redirected to Salesforce login.

2. Enter Salesforce credentials.

3. Allow permissions.

4. You will return to your app with a successful connection.

13. Delete Option - User can be able to delete the whole Pluging card and their details

14. Edit Button – User can change the salesforce credentials and update it. Once update need to do the generate token flow with new credentials (Repeat step 12)

15. Disable Option – User can disable and enable the salesforce plugin card

Once the Salesforce integration is successfully connected, your system is ready to sync and manage data between Salesforce and your application. Below is what users should understand about what becomes available after the integration is completed.

· Secure Connection Between Your App & Salesforce Is Activated.

· Based on your configuration, the following Salesforce objects can now sync:

· Accounts

· Contacts

· Opportunities

You will now see these modules available in your CRM Moule.

· Automatic & Manual Sync Options Are Enabled

QuickBooks Plugin Setup

Before beginning the setup, ensure you have:

· An Intuit Developer Account

· A published or sandbox QuickBooks App

· Your Client Id and Client Secret

· A Redirect URL added inside your QuickBooks App settings

· Selected Environment (Sandbox or Production)

1. Add information -> a popup window will open, showing the require fields under Plugin Info.

6. Client Id - Your QuickBooks App Client ID (Will get it from QuickBooks side)

7. Client Secret - Your QuickBooks App Client Secret (Will get it from QuickBooks side)

8. Redirect Url - The OAuth callback URL you added in QuickBooks (Our Application redirect URL: https://app.bldon.com/callback)

9. Environment - Sandbox or Production

10. Review all settings to ensure they match your QuickBooks account details

11. Click Add or Save to add the QuickBooks credentials.

QuickBooks Token Generate

· Once saved the Plugin info, need to generate the token to sync with QUickbooks.

· Repeat the point 12 –15.

QuickBooks Data Sync - Configuration

The Configuration tab lets you decide which data modules should sync between QuickBooks and your application, and in which direction the data should flow.

Each dropdown represents a data type (Customers, Vendors, Projects, etc.).

You can choose:

1. None → No synchronization

2. QuickBooks ➝ BLDON → Import data from QuickBooks

3. BLDON ➝ QuickBooks → Send data from BLDON to QuickBooks

4. Both → Two-way sync (data moves in both directions)

Customers: Syncing customer records

· Choose this if you want your customer list to match QuickBooks.

Vendors: Vendor / supplier records

· Helps keep vendor info consistent between both systems.

Projects: Projects or jobs in your system

· Use if your project list is managed in QuickBooks or in BLDON.

Inventory: Stock items or materials

· If the inventory is maintained in QuickBooks, choose “QuickBooks to BLDON”.

Purchase Orders: PO records

· Choose sync direction depending on which system creates POs

AP Invoice (Accounts Payable Invoice) s: Bills / vendor invoices

· Primary source normally is QuickBooks, but you may send invoices from BLDON if needed.

Material: Material master list

· Use two-way sync only if both systems maintain materials.

Payments: Payments applied against invoices

· Usually synced from QuickBooks to keep accounting accurate.

Checks: Check payments

· If checks are issued in QuickBooks, select QuickBooks ➝ BLDON.

By configuring each module’s sync direction, you ensure that data flows accurately between BLDON and QuickBooks according to your business needs.