Coming Soon – fmAccounting Link (MYOB AccountRight Edition)

Ever since we released our FileMaker to Xero integration solution – fmAccounting Link (Xero Edition) – in 2014 we’ve been planning to release a version for the MYOB Accounting platform. We ended up focussing solely on the Xero version for most of 2015, adding new features as Xero expanded their API and in response to customer requests.

We’ve finally been able to focus some resources on the MYOB version and while we’re not quite ready to release it to the general public we’re very happy with the progress that we’re making and wanted to share some details with you. We’re planning on releasing the following versions:

  1. fmAccounting Link (MYOB AccountRight Edition) – this will be the first version released and will work with the MYOB AccountRight Live API. There are a number of versions of AccountRight available, including Standard, Plus and Premier – as long as you’re using AccountRight Live (2015.x versions or later) you will be able to use our solution to integrate FileMaker with MYOB. Development of this version is largely completed – we still need to do more testing and create the documentation and videos etc, but we’re planning for a March 2016 release.
  2. fmAccounting Link (MYOB Essentials Edition) – this will be the second version released and will work with the MYOB Essentials Accounting API. MYOB Essentials is MYOB’s browser based accounting solution. We don’t have a release date for this at the moment but we’re hoping we can leverage a lot of the development for the AccountRight edition and have this ready in the April/May timeframe.

The initial release will allow you to perform the most requested integration functions between FileMaker and MYOB, including:

  • upload a Contact from FileMaker to MYOB
  • download Contacts from MYOB to FileMaker
  • upload an Invoice from FileMaker to MYOB
  • upload a Payment from FileMaker to MYOB

fmAccounting Link (MYOB AccountRight Edition) will work on both Windows and Macintosh platforms and work with FileMaker Pro v12, 13 and 14. It will be completely unlocked so you can integrate it into your existing FileMaker solution in whatever way suits you or your developer best.

We’re very excited about this release as FileMaker MYOB integration has always been clunky and involved lots of exporting and importing of .tab files or working with their ODBC driver which was Windows only and had it’s own set of limitations. The new MYOB APIs allow for true integration without having to export or import any data and can run on both Windows and the Macintosh platforms – in fact you can use your Mac to upload invoices to your MYOB AccountRight file, even though there is no native Mac OS X version of MYOB AccountRight!

Unfortunately there’s no developer API for AccountEdge, the Mac version of MYOB so we can’t do the same integration as we can with AccountRight and Essentials. Hopefully MYOB will release API access to AccountEdge in the future.

Please contact us if you have any questions about fmAccounting Link (MYOB AccountRight Edition) – if you would like to be notified when we release fmAccounting Link (MYOB AccountRight Edition) please join our mailing list here.

fmSMS now supports over 70 SMS Gateways

We’ve just finished updating fmSMS to support 3 more SMS Gateways, bring the total number of supported SMS Gateways to over 70! The most recent additions were

  • ClickSend – a global SMS Gateway (head office in Perth, Australia)
  • directSMS – an Australian based SMS Gateway
  • Wholesale SMS – another Australian based SMS Gateway

If there are any SMS Gateways that you would like us to support please contact us and let us know the details – we’re more than happy to support as many SMS Gateways as possible.

fmAccounting Link (Xero Edition) and the Xero API SHA2 SSL Cert Migration

Last year Xero advised developers that they will be migrating the Xero Developer API websites to use SHA2 type SSL certificates in place of the current SHA1 certificates on March 9th 2016. Xero has provided a test API site with the SHA2 SSL certificate installed for developers to run some tests to ensure their applications work with the new SSL certificates.

We’ve run a series of tests using the fmAccounting Link (Xero Edition) solution file against the test API site and are pleased to report that everything worked successfully. We were able to authenticate, download and upload data correctly, so at this stage we don’t anticipate any issues once the new SHA2 type SSL certificates go live in March.

If you encounter any issues with your own testing please let us know so we can address these ASAP.

Databuzz End of Year Xmas Sale – Last Days

Just a reminder that the Databuzz End of Year Xmas Sale ends in just over 24 hours on the 31st December, 2015 (Australian Eastern Daylight Time). You can get 20% Off all fmAccounting Link (Xero Edition) and fmSMS Licenses

Databuzz

Databuzz Newsletter

We send out occasional updates every few months with news about the FileMaker platform, Xero integration, fmSMS updates and other interesting developments in the world of software/apps/web applications. Please sign up using the form in the sidebar on the right or via our signup page – a confirmation email will be sent to your email address.

Databuzz End of Year Xmas Sale – Everything 20% Off

fmAccounting_Link

It’s time for the Databuzz End of Year Xmas Sale – All fmAccounting Link (Xero Edition) Licenses are now 20% Off. The sale runs until the end of the day on the 31st December, 2015 (Australian Eastern Daylight Time).

All our prices are in Australian dollars – if you’re purchasing from outside of Australia you’ll also get to take advantage of the low Australia dollar (1 Australian Dollar equals approximately 0.72 US Dollars).

Discounts are applied automatically – no coupons required! Click here to start shopping.

We also have a similar sale on fmSMS Licenses (20% off) – click here to visit the fmSMS website for further details.

FileMaker 14 Certified Developer

Databuzz is pleased to announce that Andrew Duncan recently passed the FileMaker 14 Certification Exam and is now FileMaker Certified in v8, 9, 10, 11, 12, 13 and 14. FileMaker 14 Certification is the official credential offered by FileMaker, Inc.

FileMaker Certification is your validation that you are hiring an experienced FileMaker professional who has technical knowledge of the complete FileMaker product line and has passed the “Developer Essentials for FileMaker” certification exam. Being a certified developer demonstrates to clients, peers and management that you’ve achieved an essential level of knowledge, experience and skills in developing FileMaker solutions.

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Creating FileMaker Go Web Clips using Apple Configurator

Since the first iPhone was released back in 2007 users have been able to save “Web Clips” to their home screens, which act as shortcuts to the individual website. They let users quickly access a website they use frequently without having to open Safari and enter the website or select it from the list of favourites.

FileMaker Go also supports the use of Web Clips which allow you to create an icon on your iOS home screen that opens a FileMaker Go database. This saves the user from having to open FileMaker Go and select the database from the list of databases on the device, and creates a much nicer experience particularly for users who don’t use FileMaker Go on a regular basis.

There have been a number of ways to generate FileMaker Go Web Clips over the years, including the now discontinued App Maker database from FileMaker Inc. I’ve settled on using the Apple Configurator application (which replaced the previous iPhone Configuration Utility) to generate the necessary iOS profiles that are required to create the Web Clip icons on the home screen. This article will show you how to use the Apple Configurator to create an iOS profile and associated Web Clip that you can distribute to your users to install on their iOS devices.

Create the iOS Profile using Apple Configurator

I’ll be using the Contacts starter solution that is preinstalled on every copy of FileMaker Go v14 and Apple Configurator version 1.7.2 (I haven’t upgraded to El Capitan so cannot install the newer Apple Configurator v2. I will update this article once I have installed Apple Configurator v2).

Step 1: open the Apple Configurator application and you will see a screen like this:Apple Configurator Launch

Step 2: we need to create a new iOS Profile but the option is disabled by default. You need to turn Supervision to ON which will then enable the creation of a new Profile:Apple Configurator - 1

Step 3: click the + button at the bottom of the screen to create a new Profile: Apple Configurator - Profile

Step 4: under the General section enter a name for your Profile. I left the remaining fields blank but you can complete these if required.

Step 5: scroll down on the left hand side until you see the Web Clips option. Select Web Clips then enter the Label for the Web Clip and the URL. The URL will be entered in this format:

FMP://%7E/<<Name of Your FileMaker database>>

If the name of your FileMaker database contains a space you will need to URL encode the file name. For example if your filename is “ACME Contacts” your URL will be “FMP://%7E/ACME%20Contacts”. You can use the GetAsURLEncoded ( Get ( FileName )  ) function to get the URL encoded version of your filename. You can get more information about the FMP URL formats and options for passing script parameters and defining local variables in the FileMaker Go Development Guide.Apple Configurator - Web Clip

You can also select an icon to use for the Web Clip (rather then the default icon that appears) – select a graphics file in GIF, JPEG, or PNG format. Web clip icons are 144 x 144 pixels for iPad devices with a Retina display, and 114 x 114 pixels for iPhone devices. To prevent the device from adding a shine to the image, choose Precomposed Icon. Once you have finished entering these settings click the Save button.

Step 6: you will be taken back to the home screen showing your new Profile in the list of Profiles:

Apple Configurator - Profiles

You’re now ready to share this Profile with your iOS users. Select the Profile from the list and click the share icon at the bottom of the screen to export the profile. You will be prompted to save the .mobileconfig profile file on your computer. If you need to make any changes to the Profile simply double click on the Profile from the list and navigate to the Web Clips section and save your changes.

Installing the Profile on an iOS device

Now that you have generated a .mobileconfig file containing the iOS Profile you can now distribute this to your users to install on their iOS devices. There are a number of ways you can do this, including:

  1. simply email the .mobileconfig file you exported to your users
  2. upload the .mobileconfig file to a web server you control and distribute the URL to that file (see note below about setting the correct MIME type on the web server)
  3. use a Mobile Device Management application to distribute and install the Profiles (outside the scope of this article)

If you’re going to email the .mobileconfig file attachment be aware that some iOS email apps (like Outlook) won’t recognise the .mobileconfig attachment and will attemp to view the Profile instead of installing it. The default Mail app recognises these attachments correctly.

Once your users have received the .mobileconfig file via email or downloaded it they will be prompted to install the Profile as follows:

  1. the Install Profile screen will appear – tap the Install button in the top right hand corner to proceed: IMG_2397
  2. as the Profile is an unverified Profile you will receive a warning – tap Install in the top right hand corner to proceed. You will be prompted to enter your iOS Passcode:IMG_2392
  3. the Profile will now be installed – click Done
  4. IMG_2393
  5. installing the new iOS Profile will create the Web Clip on the home screen at the same time – if you specified a custom icon for the Web Clip this will be the icon that appears on the home screen: IMG_2394When you tap the icon it will open Safari and attempt to open the FMP URL that you entered into the Web Clip earlier. In my testing using FileMaker Go 14.0.4 and iOS 9.1 the following dialog box appears: IMG_2395The user has to click Open to continue, at which point FileMaker Go opens then opens the solution that is stored on the device: IMG_2396

N.B. if you delete the Profile from the iOS device (found under Settings > General > Profiles) it will also delete the home screen icon.

A Note about hosting .mobileconfig files

If you plan on hosting your .mobileconfig files on a web server that you control you might need to add the following MIME type to your web server configuration (particularly if you’re using IIS on Windows):

File name extension: “.mobileconfig”
MIME Type:”application/x-apple-aspen-config”

fmSMS Gateways Update – Over 60 Supported Gateways

We’ve just finished updating fmSMS to support 2 more SMS Gateways:

That brings the total number of supported SMS Gateways to over 60. If there are any SMS Gateways that you would like us to support please contact us and let us know the details – we can usually add a new SMS Gateway in a few hours.

FileMaker and MINDBODY Integration

We’ve recently been working on integrating a customer’s FileMaker solution with MINDBODY,  the popular business management software for the health and wellness industries. Our customer was using FileMaker to manage their internal CRM (Patient management, appointments, purchases) but had also started using MINDBODY for online class management. This allows patients to manage their own class bookings via the MINDBODY website or mobile app.

The challenge was then to integrate the two solutions to reduce any unnecessary double data entry. Fortunately MINDBODY has a developer API that we could access, and after a bit of trial and error we were able to use the MINDBODY API to allow us to push Patient data from their FileMaker CRM and download Patient class history/purchases so their internal FileMaker database is up-to-date. This has saved the customer significant time, money and hassle by automating the exchange of data between FileMaker and MINDBODY.

If you would like further information or to discuss integrating MINDBODY with your FileMaker database please contact us.