fmAccounting Link (Xero Edition) Now Supports Batch Payments

The Xero web application has long had the ability to create a Batch Deposit for multiple Invoices and a Batch Payment for multiple Bills, but this hasn’t been available via the Xero API until recently.

The Xero API was recently updated to support creating Batch Payments for Bills and Invoices as well as retrieving Batch Payments. We’ve just released a new version of fmAccounting Link (Xero Edition) that also supports creating Batch Payments and downloading them from Xero.

It works the same way as it does in Xero – you first select the Authorised Bills or Invoices that you wish to create a Batch Payment for. You would create a found set by using the FileMaker find/omit commands to generate the found set of record and switch to the list view layout which has the Create Batch Payment – Found Set button:

Clicking this button will create a Batch Payment for the found set of Invoices or Bills and use the amount outstanding as the amount to allocate to each Invoice or Bill:

You can adjust each individual Amount on this screen and select the Bank Account, Date and Reference for the Batch Payment then click the Push to Xero – Current Record button which will upload the Batch Payment to Xero. This also creates a Payment record against each Invoice or Bill so the balance of each of these will be reduced by the allocated Amount.

Here’s a video that demonstrates creating a Batch Payment in fmAccounting Link (Xero Edition) – you can also watch it on YouTube here:

Once again this is a this free update to all our existing customers who can download this version from the link on your original order email (contact us if you need the link to be reset etc).

fmEcommerce Link (WooCommerce Edition) Now Supports Media Uploads from FileMaker Container Fields

One of the limitations when it comes to uploading images for Products using the WooCommerce REST API is that you have to either include a source URL for WooCommerce to download the image from, or include the ‘ID’ for the image from the WordPress Media Library. The WooCommerce API doesn’t allow for files to be uploaded directly from a FileMaker container field, which is where you would typically store them in FileMaker.

We regularly receive requests from customers wanting to know how they can upload files that are stored in their FileMaker container fields for Product Images and have had to regularly break the bad news to them. However we are pleased that we can finally offer a solution to this problem. You can now upload a file stored in a regular FileMaker container field:

and upload it to the WordPress Media Library at the click of a button:

Once it is in the WordPress Media Library you can quickly copy/paste the WordPress ID to a WooCommerce Product Image and upload that to WooCommerce:

We’ve leverage the WordPress REST API, which the WooCommerce API is fully integrated with, as this does allow for media files to be uploaded directly to the WordPress Media Library. We’re pleased to announce that v1.6 of fmEcommerce Link (WooCommerce Edition) is now available as a free update for all existing customers – we have a page covering all the details of how to install the required WordPress plugin and setup fmEcommerce Link for uploading files directly from FileMaker container fields.

Here’s a video showing the Media file upload from a FileMaker container field in action (you can also watch it directly on  YouTube here):

Databuzz releases fmESignature Link (DocuSign Edition) – Integrate FileMaker Pro and DocuSign

Sydney, Australia – June 04, 2019 – Databuzz today announced fmESignature Link (DocuSign Edition), a FileMaker solution that integrates with the DocuSign eSignature platform.

fmESignature Link (DocuSign Edition) is a FileMaker solution that integrates between FileMaker Pro and DocuSign. DocuSign is one of the most popular electronic signature platforms and helps organisations connect and automate how they prepare, sign, act-on, and manage agreements and allows users to sign electronically on practically any device, from almost anywhere, at any time.

fmESignature Link (DocuSign Edition) allows you to quickly send electronic signature requests and download the signed version of the document into FileMaker at the click of a button. fmESignature Link (DocuSign Edition) is completely unlocked allowing you to integrate it into your existing FileMaker solutions. You can copy and paste examples showing you how to authenticate with the DocuSign API and send signing requests and more at the click of a button.

fmESignature Link (DocuSign Edition) features include:

  • works with FileMaker Pro 16 or later
  • uses all native FileMaker scripts and functions (no plug-ins required)
  • completely unlocked for you to integrate into your own FileMaker solution
  • can be hosted by FileMaker Pro or FileMaker Server
  • works with Macintosh and Windows

“Many of our customers use the FileMaker Platform to run their business and DocuSign for electronic document signing,” said Andrew Duncan, CEO of Databuzz. “With fmESignature Link (DocuSign Edition) you can send document signing requests and downloaded completed documents from DocuSign at the click of a button, without having to give users direct access to your DocuSign account.”

fmESignature Link (DocuSign Edition) includes examples for the following DocuSign features:

  • Send Document Signing Requests: you can use fmESignature Link to send documents that are generated dynamically from a FileMaker layout, from a PDF file stored in a FileMaker container field, or using a DocuSign Template (including support for multiple recipients and roles)
  • Check Status: check the Status of Sent Requests at the click of a button
  • Download Completed/Signed PDFs: download the completed PDF file into FileMaker at the click of a button
  • Download Form Data: download any associated Form Data back into FileMaker at the click of a button
  • Support for Webhooks: have completed PDFs pushed automatically to FileMaker within seconds of being completed (requires FileMaker Server and PHP Custom Web Publishing)
  • Support for FileMaker Server Schedules: setup schedules to poll DocuSign every 20 minutes for any new completed agreements (requires FileMaker Server and PHP Custom Web Publishing)
  • Testing Sandbox support: dynamically switch between the DocuSign Sandbox test environment and the live production environment. You can perform all required tests in the free Sandbox account before switching to your live production account

 Availability, Pricing, and Compatibility

fmESignature Link is available in a number of licenses: Company, Product (Vertical Solution) and Developer. It is available now from the Databuzz website at https://www.databuzz.com.au/fmesignature-link-docusign-edition/. Company Licenses start at AUD $795.00. fmESignature Link (DocuSign Edition) requires FileMaker Pro v16 or later and a DocuSign account with API access.

Media/Customer Contact:

Andrew Duncan

Phone: +61 418 468 103

sales@databuzz.com.au

AboutDatabuzz: Databuzz is a long-standing member of the FileMaker Business Alliance. We have been developing and deploying FileMaker solutions for clients in Australia and internationally since 1999. Our clients are individuals, small-medium businesses, government agencies and multi-national corporations. Databuzz was founded by Andrew Duncan, a Certified FileMaker 17 Developer. For more information please visit our website at https://www.databuzz.com.au.

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JSON Calculation Function Improvements in FileMaker Pro 18 Advanced

As part of the compatibility testing of our products for the FileMaker Pro 18 Advanced release we were keen to test to see if there were any improvements to the performance of time consuming operations, such as downloading large sets of Orders from WooCommerce or Shopify, that involve parsing lots of JSON data.

We had been alerted to some JSON calculation function performance enhancements included with FileMaker Pro 18 Advanced so we set about running some tests with WooCommerce and Shopify and were pleasantly surprised to find out that the promises were true. In scripts such as this example:

where an initial set of JSON data representing a bulk group of Orders is retrieved and stored in a FileMaker variable, then each Order is parsed out in a looping script using the JSONGetElement function we’re seeing improvements of up to 50% from FileMaker Pro v16 and17.

If you’re using any of our products that use native FileMaker functions, such as fmEcommerce Link (WooCommerce Edition) and fmEcommerce Link (Shopify Edition), we recommend using FileMaker Pro 18 Advanced to take advantage of the speed increases when downloading or uploading.

FileMaker Inc. releases FileMaker 18 Platform

 

FileMaker Inc. today released the FileMaker 18 Platform with new versions of FileMaker Pro Advanced, Server, FileMaker Go, FileMaker WebDirect and FileMaker Cloud for AWS. As with previous releases the FileMaker 18 platform has a number of new features for both customers and developers alike. This releases marks the fifth annual release that started with v14 with all new versions shipping in May each year.

Updates in the FileMaker 18 Platform include:

  • New user interface for importing data - More easily map imported source data to FileMaker fields using the new Import Field Mapping dialog box. Use type ahead instead of drag and drop for greater efficiency. And specify custom delimiters when importing certain file types.
  • File-based script steps  – Create scripts that read, write, and manage external data files to write log files or export data in a custom format. Replaces the need for many file-based plug-ins.
  • New managed security access - This new privilege set allows developers to offload account access management to other team members without needing to provide full access to any other parts of the file.
  • Manage Security dialog box - The streamlined Manage Security dialog box allows you to be more efficient in managing access to your custom apps.
  • Startup restoration - FileMaker files are now automatically recoverable after a hardware or software crash. The restoration log in FileMaker Server validates database entries when a file is first opened, before client access, and if the file had not been properly closed.
  • Platform parity - The FileMaker Cloud for AWS 1.18 code base supports all of the new features in the FileMaker 18 Platform.

We’re please to report that all Databuzz products are compatible with the FileMaker 18 Platform:

There is a change related to Plug-in security enhancements with FileMaker 18 to ensure your plug-ins come from a trustworthy source before they are automatically loaded by your FileMaker app. Depending on your version of the plug-in used by some of our products this might be an issue the first time you open one of our products in FileMaker Pro 18 – see our compatibility update for further details on how to resolve this issue.

We’ll be publishing more articles over the coming months looking at some of the new features in the FileMaker 18 Platform in more depth – you can subscribe to our newsletter to be notified when they are released or follow us on Twitter or Facebook.

FileMaker 18 Platform Compatibility Update

The FileMaker 18 Platform was released today and we’re pleased to report that all Databuzz products are compatible with the FileMaker 18 Platform. There is one issue that you may encounter related to the installation of plug-ins in FileMaker Pro 18 Advanced depending on the version of the BaseElements plug-in that you have currently installed.

When opening one of our integration solutions in FileMaker Pro 18 Advanced for the first time you will likely encounter one of the following dialog boxes:

There is a new feature in FileMaker Pro 18 Advanced related to the installation of plug-ins: FileMaker Pro 18 Advanced now notifies you when a plug-in has not been digitally signed by its developer. If Set Error Capture is on when the script runs that attempts to install the plug-in you will see the first dialog box, otherwise you will see the 2nd dialog box.

The Get(LastExternalErrorDetail) function has also changed in FileMaker Pro 18 Advanced and now returns information when plug-ins don’t install or load. For example it will return the following immediately after the Install Plug-In File script step has been performed when attempting to install a plug-in has not been digitally signed by its developer:

Plug-in not digitally signed [filemac:/Macintosh HD/Users/andrewduncan/Library/Application Support/FileMaker/FileMaker Pro Advanced/18.0/Extensions/BaseElements.fmplugin/]

If you see the 2nd dialog box you can simply tick the “Always load this plug-in” checkbox, then click the Load Plug-in button to permanently install the plugin and never receive a warning again each time FileMaker Pro 18 Advanced opens. If you would like to update to a digitally signed version of the plug-in we’ve created a simple FileMaker Pro file that you can download here to install a digitally signed version of the BaseElements plug-in. Just download the file, open with FileMaker Pro 18 Advanced and click the Install button to get the digitally signed version of the BaseElements plug-in.

If you’re already using v4.0.5 or higher of the BaseElements plug-in you will not need to do anything as that version has already been digitally signed.

Apart from the issue installing the plug-in for the first time we haven’t encountered any issues with the following products in our testing with the FileMaker 18 Platform:

fmSMS – we have sent messages from multiple SMS Gateways, received replies, checked Account balances and checked the status of sent Messages successfully.

fmAccounting Link (Xero Edition) – we have been able to authenticate, download from Xero to FileMaker and upload from FileMaker to Xero successfully

fmEcommerce Link (WooCommerce Edition) – we have been able to authenticate, download from WooCommerce to FileMaker and upload from FileMaker to WooCommerce successfully

fmEcommerce Link (Shopify Edition) – we have been able to authenticate, download from Shopify to FileMaker and upload from FileMaker to Shopify successfully

fmAccounting Link (MYOB AccountRight Edition) – we have been able to authenticate, download from AccountRight to FileMaker and upload from FileMaker to AccountRight successfully

fmAccounting Link (MYOB Essentials Edition) – we have been able to authenticate, download from MYOB Essentials to FileMaker and upload from FileMaker to MYOB Essentials successfully

We’ve also noticed a nice speed increase when working with the JSON Calculation Functions in FileMaker Pro 18 Advanced which we’ve written about here.

If you encounter any issues with any of our products and FileMaker 18 Platform please let us know. We’ll be writing more articles about some of the new features in the FileMaker 18 Platform over the coming weeks – you can subscribe to our newsletter to be notified when they are released or follow us on Twitter or Facebook.

Coming Soon – fmESignature Link (DocuSign Edition)

For a number of years we’ve been helping customers automate the management of electronic document signing requests using the DocuSign platform, one of the most popular electronic signature platforms. Managing the workflow around the sending of documents to be signed (contracts, quotes, real estate tenancy agreements etc) can be challenging when you’re using an associated FileMaker custom business application to run your business. You end up performing double data entry and updating multiple systems and inevitably something gets missed and one system is now out-of-date.

We’ve previously written about the benefits of integrating your FileMaker solution with DocuSign so you can manage the document signing process in one central place from start to finish. The new workflow could then look like this:

 

We’ve taken everything we’ve learned over the past few years helping customers manage their document signing workflow in FileMaker (saving them time and money) and turned this into a new product called fmESignature Link (DocuSign Edition) which we will be launching very soon.

The main features of fmESignature Link include:

  • Send Document Signing Requests: you can use fmESignature Link to send documents that are generated dynamically from a FileMaker layout, from a PDF file stored in a FileMaker container field, or using a DocuSign Template (including support for multiple recipients and roles)
  • Check the Status of Sent Requests
  • Download Completed/Signed PDFs into FileMaker at the click of a button
  • Download any associated Form Data back into FileMaker at the click of a button
  • Support for Webhooks: have completed PDFs pushed automatically to FileMaker within seconds of being completed (requires FileMaker Server and PHP Custom Web Publishing)
  • Support for FileMaker Server Schedules to poll DocuSign every 20 minutes for any new completed agreements (requires FileMaker Server and PHP Custom Web Publishing)
  • dynamically switch between the DocuSign Sandbox test environment and the live production environment

fmESignature Link (DocuSign Edition) uses all native FileMaker scripts and functions (no plug-ins required) and requires FileMaker Pro 16 or later. Like our other products it will be 100% unlocked for you to integrate into your own FileMaker solution.

We’ve put together a short preview video showing fmESignature Link (DocuSign Edition) in action sending a signing request to a contact and then downloading the completed PDF back into FileMaker at the click of a button. You can watch this below or via this link on YouTube:

If you would like to be notified when fmESignature Link (DocuSign Edition) is release please subscribe to our newsletter or follow us on Twitter or Facebook.

Sending Messages from FileMaker to WhatsApp Users with Twilio

 

Last month I attended the Twilio Engage + Superclass events in Melbourne, Australia. This was my second Twilio Engage event after attending last year’s Sydney event, but my first Superclass session. Superclass is hands-on training for developers to learn how to use all things Twilio, with Twilio engineers on hand to help as you work through code challenges in TwilioQuest, their self-paced training video game. The use of TwilioQuest makes the day lots of fun with your awards flashing up on the big screen every time you compete a new challenge.

Even though I’ve been developing with the Twilio APIs for many years ( see my article from last year about how we’ve integrated FileMaker with Twilio for two-way messaging, voice calling, number lookups and polling for incoming messages) it’s always great to spend a day away from work with other developers and the Twilio staff to learn new skills and immerse yourself in the content without distractions.

My aim for this year’s Superclass was to spend time learning some of the other Twilio APIs that I wasn’t very familiar with, with a particular focus on the Twilio API for WhatsApp. I was aware that Twilio had recently launched the API for WhatsApp which allows you to send SMS messages directly to WhatsApp users – there are over 1.5 billion people using WhatsApp – and I was keen to see if I could get this working from fmSMS, our FileMaker solution for sending and receiving SMS messages from the FileMaker platform.

The Twilio API for WhatsApp is currently in beta and you can use their Sandbox to setup access from a Twilio number and start sending messages using their sample templates. The API works in a similar fashion to their standard Message API and I was able to get up and running quickly and send my first message from fmSMS to my WhatsApp account. Here’s a screenshot showing the message I sent from fmSMS:

and here’s how it appears in the WhatsApp app on my iPhone:

I then enabled a Webhooks for incoming messages and was then able to receive incoming messages from WhatsApp back in to fmSMS. You can learn more about pricing for the Twilio API for WhatsApp here and API documentation here.

Once the Twilio API for WhatsApp is out of beta and you can easily request your own numbers we’ll definitely be adding this as another supported Gateway for fmSMS. We’ve put together a short video showing sending and receiving messages between FileMaker and WhatsApp in action:

Databuzz to Exhibit at the 2019 FileMaker Developer Conference

The FileMaker Developer Conference (DevCon) is on again this year in Orlando, Florida at the Gaylord Palms Resort from August 5-8, 2019. We’re excited to announce that we will be once again exhibiting at the conference.

This year attendees can choose between a 2-Day and 3-Day conference program, as well as the traditional Training Day on the Monday. The Conference Tracks are organised around Create, Share and Integrate with sessions for Beginner, Intermediate and Advanced developers.

We’re looking forward to demonstrating our products to as many of the over 1,300 attendees as possible. As well as demonstrating the following products we will have a few new products by August that we can’t wait to share with the FileMaker Developer community:

  • fmSMS: our award winning 2 way SMS solution for FileMaker Pro, FileMaker Go, FileMaker WebDirect and FileMaker Server. fmSMS allows you to send an SMS from FileMaker Pro, FileMaker Go and FileMaker Server to almost any mobile phone in the world, reaching over 800 networks in more than 200 countries.
  • fmAccounting Link (Xero Edition): our solution that integrates between FileMaker Pro and the Xero Accounting Software. Xero is the market­leading small business cloud accounting software in Australia, New Zealand and the United Kingdom and is making great progress in the United States market. fmAccounting Link (Xero Edition) lets you upload and download Contacts, Invoices, Payments, Bills, Timesheets and more between FileMaker and Xero.
  • fmEcommerce Link (WooCommerce Edition): our solution that integrates between FileMaker and the WooCommerce eCommerce platform. With fmEcommerce Link (WooCommerce Edition) you can download Orders from WooCommerce and upload Products from FileMaker at the click of a button – no more double data entry!
  • fmEcommerce Link (Shopify Edition): our solution that integrates between FileMaker and the Shopify eCommerce platform. With fmEcommerce Link (Shopify Edition) you can download Orders from Shopify and upload Products from FileMaker at the click of a button – no more double data entry!
  • fmAccounting Link (MYOB AccountRight Edition): our solution that integrates between FileMaker Pro and the MYOB AccountRight Accounting Software (Australia and New Zealand). MYOB AccountRight runs either in the Cloud or on the Desktop, and fmAccounting Link (MYOB AccountRight Edition) allows you to upload Contacts, Invoices, Payments and more at the click of a button.
  • fmAccounting Link (MYOB Essentials Edition): our latest solution that integrates between FileMaker Pro and the MYOB Essentials Accounting Software, the the easy online accounting software from MYOB (Australia and New Zealand). fmAccounting Link (MYOB Essentials Edition) allows you to upload Contacts, Invoices, Payments and more at the click of a button.

Free 14 day trial versions of all our products are available – get in touch if you would like to trial any of our integration solutions.

If you’re coming to the conference please stop by and say hello. We’d love to demonstrate how you can send and receive SMS/TXT messages using the FileMaker platform and integrate with Xero, WooCommerce, Shopify and more.

fmAccounting Link (Xero Edition) Now Supports FileMaker Cloud Server Scripts

We’re pleased to announce that fmAccounting Link (Xero Edition) now supports server side scripts when hosted with FileMaker Cloud. There were never any issues when using a FileMaker Cloud hosted version of fmAccounting Link (Xero Edition) when using the FileMaker Pro client application as all communication with the Xero API is handled by the plugin running under FileMaker Pro.

Using Perform Script on Server requires a new Linux version of the plug-in to run under FileMaker Cloud which runs on CentOS Linux. We’ve been testing a new version of the BaseElements plugin (v4.0.4) and have not encountered any issues when authenticating with the Xero API and uploading/downloading data between Xero and FileMaker.

If you’re using fmAccounting Link (Xero Edition) with FileMaker Cloud and would like to enable support for Perform Script on Server you just need to upload v4.0.4 of the BaseElements plugin (Linux Version for FileMaker Cloud). In the FileMaker Cloud Admin Console make sure you have first enabled Server Plug-ins and the Install Plug-In File Script Step under Configuration > System Configuration. When the plug-in has been installed successfully it should appear like this:

If you need help with installing the plug-in let us know and we can share a simple file that you can upload to your FileMaker Cloud Server and then perform a script to install the plug-in automatically.