Let’s Reconnect at Reconnect.Sydney 2023

It’s hard to believe that it’s been more than three years since the Claris FileMaker Community in the APAC region had their last developer gathering back in 2019. From speaking with many developers in the region over the past few months it’s clear that the community is keen to gather in-person once again like we last did at the International Convention Centre in Sydney in October 2019.

Over the past few weeks a small group of Claris Partners have been working on plans for our next gathering – checking out venues, finalising dates, building a website and working out how to handle ticket sales etc. I’m pleased to report that we now have a date, a venue and a new name for our next in-person gathering: Reconnect.Sydney 2023.

Reconnect.Sydney 2023 will be held at the Wesley Conference Centre in Sydney from Thursday July 20th to Friday July 21st. Like the last APAC DevCon we plan on having 2 full days of sessions – details of the sessions and speakers are still be finalised. We also plan on having a social event on the Thursday evening and a Claris Partners meeting on the Wednesday. If you are interested in submitting a speaker proposal please use the contact form on the event website.

The website is now live and you can purchase your ticket – if you plan on attending I’d recommend that you purchase your ticket ASAP as sales are limited to the first 200 people. There is an early bird discount for purchases before 30 June ($219) which reverts to $249 after that date. Your ticket also includes lunch, morning and afternoon teas over both days.

I look forward to meeting up with members of the Claris FileMaker Developer Community once again in July. We’re still working on sponsorship plans and hopefully Databuzz will once again have an exhibitors booth where we can demonstrate our Claris FileMaker integrations solutions for Xero, WooCommerce, Shopify, QuickBooks Online, DocuSign and more.

Databuzz releases fmAccounting Link (QuickBooks Online Edition) – Integrate the Claris FileMaker Platform and QuickBooks Online Cloud Accounting

Sydney, Australia – 14 March 2023 – Databuzz today announced fmAccounting Link (QuickBooks Online Edition), a Claris FileMaker solution that integrates with the QuickBooks Online accounting platform.

fmAccounting Link (QuickBooks Online Edition) allows you to upload and download data between FileMaker and QuickBooks Online, the cloud based financial management software for small businesses. fmAccounting Link (QuickBooks Online Edition) removes double data entry and human errors saving your company significant time, money and hassle by automating the exchange of data between FileMaker and QuickBooks Online.

fmAccounting Link (QuickBooks Online Edition) is completely unlocked allowing you to integrate it into your FileMaker solution. You can copy and paste examples showing you how to authenticate with the QuickBooks Online API and upload Customers, Vendors, Invoices, Bills, Payments, Purchase Orders, Bills and more at the click of a button.

fmAccounting Link (QuickBooks Online Edition) features include:

  • works with a single QuickBooks Online company
  • 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 macOS and Windows

“Since releasing our fmAccounting Link solutions for Xero and MYOB we’ve had many requests for a QuickBooks Online version,” said Andrew Duncan, CEO of Databuzz. “We’re pleased to finally have a solution for QuickBooks Online customers to help them eliminate double data entry and streamline their business workflow.”

fmAccounting Link (QuickBooks Online Edition) includes examples for the following QuickBooks Online API endpoints:

  • Company Info: authenticate with a single QuickBooks Online company and download company information
  • Customers: download and upload Customers
  • Vendors: download and upload Vendors (Suppliers)
  • Invoices: download and upload Invoices
  • Estimates: download and upload Estimates (Quotes)
  • Bills: download and upload Bills
  • Purchase Orders: download and upload Purchase Orders
  • Items: download and upload Items (Products)
  • Payments: download and upload Payments against an Invoice
  • Attachments: download and upload attachments for Invoices, Estimates, Bills, PurchaseOrders, Customers and Vendors
  • Notes: download and upload notes for Invoices, Estimates, Bills, Purchase Orders, Customers and Vendors
  • Download Account Codes, Tax Rates, Tax Codes, Classes, Departments, Customers Types, Payment Methods, Terms and Preferences

Availability, Pricing, and Compatibility

fmAccounting Link (QuickBooks Online Edition) 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/fmaccounting-link-quickbooks-online-edition/. Company Licenses start at AUD $695.00. fmAccounting Link (QuickBooks Online Edition) requires FileMaker Pro v16 or later.

Media/Customer Contact:

Andrew Duncan

Phone: +61 418 468 103

sales@databuzz.com.au

About Databuzz: Databuzz is a long-standing Claris Partner. 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 Claris FileMaker Certified Developer. For more information please visit our website at https://www.databuzz.com.au.

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FileMaker is a trademark of FileMaker, Inc., registered in the U.S. and other countries. All other trademarks are the property of their respective owners.

fmAccounting Link (QuickBooks Online Edition) Preview Video

Last month we announced the upcoming release of our latest Claris FileMaker Integration solution: fmAccounting Link (QuickBooks Online Edition). We’re hoping to release this in the next week and wanted to share a quick preview video of fmAccounting Link (QuickBooks Online Edition) in action.

In this video we demonstrate:

  • downloading Customers from QuickBooks Online into FileMaker
  • downloading Products from QuickBooks Online into FileMaker
  • uploading an Invoice from FileMaker to QuickBooks Online
  • uploading a Payment for an Invoice from FileMaker to QuickBooks Online

You can watch this below or via this link on YouTube:

If you would like to be notified when fmAccounting Link (QuickBooks Online Edition) is released please subscribe to our newsletter or follow us on Twitter or Facebook.

Otto Webhooks

Ever since Claris stopped bundling PHP with FileMaker Server (FileMaker Server 19.2.1 for Windows and FileMaker Server 19.4.1 for macOS) we’ve been exploring webhooks alternatives to the PHP files that we supply with our solutions for the Data API and the older PHP API.

We recently added support for using Claris Connect to receive the webhooks and we are now working on adding support for Otto Webhooks. Otto from Proof+Geist is a tool that augments the capabilities of FileMaker Server, including automating data migrations and transferring files between servers. It also allows you to create receivers for incoming webhooks.

Webhooks allow you to automate connections between your Claris FileMaker solution and other platforms, for example:

Webhooks can save schools and businesses time and money by automating these connections. Otto’s built in support for webhooks means you can use Otto to act as the receiver of the incoming requests and then perform additional actions, including creating new records in a FileMaker solution, populating fields with data from the webhook request and performing a FileMaker script. This can be a much simpler alternative to having to host PHP files somewhere and deal with web server configurations, port forwarding, PHP ini files etc. You can usually setup the webhook in Otto in under 10 minutes and don’t need to learn any new programming languages.

Databuzz will be providing support for using Otto Webhooks as an alternative to the PHP files that we supply, beginning with fmESignature Link (DocuSign Edition). You can read our support guides for setting up webhooks with Otto here:

We’ll be adding support for Otto webhooks to our other FileMaker solutions over the next few months – keep an eye on our support site for these.

Coming Soon – fmAccounting Link (QuickBooks Online Edition)

Ever since we released our first FileMaker integration solution for an accounting platform – Xero in 2014 – we have had a number of requests for a version for the QuickBooks Online platform. We ended up releasing a version of fmAccounting Link for MYOB AccountRight and MYOB Essentials in 2016 (ANZ region) but have always wanted to release one for the QuickBooks Online platform.

It’s taken a bit longer than we first planned but we’re pleased to announce that fmAccounting Link (QuickBooks Online Edition) is almost ready to be released. We’re in the final stages of testing and documentation and plan to release fmAccounting Link (QuickBooks Online Edition) later this month.

The initial release of fmAccounting Link (QuickBooks Online Edition) will have the following features:

  • authenticate with QuickBooks (both Sandbox and Production environments)
  • Customers: download from QuickBooks and upload to QuickBooks
  • Vendors: download from QuickBooks and upload to QuickBooks
  • Invoices: download from QuickBooks and upload to QuickBooks
  • Estimates: download from QuickBooks and upload to QuickBooks
  • Bills: download from QuickBooks and upload to QuickBooks
  • Purchase Orders: download from QuickBooks and upload to QuickBooks
  • Products: download from QuickBooks and upload to QuickBooks
  • Payments: download from QuickBooks and upload Invoice Payments to QuickBooks
  • Preferences: download Company Preferences from QuickBooks
  • download Chart of Accounts, Terms, Classes, Departments, Customer Types and Payments Methods from QuickBooks

fmAccounting Link (QuickBooks Online 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. fmAccounting Link (QuickBooks Online Edition) will be able to connect to a single QuickBooks Company. We will be releasing another version later this year that will be able to work with multiple QuickBooks Companies.

We’ve put together a short preview video showing some of the features of fmAccounting Link (QuickBooks Online Edition): downloading Customers and Products from QuickBooks Online and uploading an Invoice and Payment from FileMaker. You can watch this below or via this link on YouTube:

If you would like to be notified when fmAccounting Link (QuickBooks Online Edition) is released please subscribe to our newsletter or follow us on Twitter or Facebook.

Claris Beyond FileMaker DocuSign Presentation

Last month I presented at the Claris Beyond Meetup group on integrating FileMaker with the DocuSign eSignature platform using our fmESignature Link (DocuSign Edition) solution. We had some great discussion with some excellent questions and I was able to demonstrate sending agreements from the Claris FileMaker Platform to be signed, downloading completed agreements automatically using webhooks, and accepting payments with eSignature requests.

The recording is now available and you can watch it below or directly on YouTube:

You can get more information about fmESignature Link (DocuSign Edition) on our website here. You can also request a free 14 day trial to use with a free DocuSign Developer Sandbox account by contacting us here.

Fulfillment Orders and Fulfillments Changes in Shopify

With the release of the API version 2022-07 Shopify announced that anyone using their REST Admin API to fulfill orders using the Order and Fulfillment API endpoints would no longer be supported – this is now considered a legacy workflow. From API version 2023-04 all apps should be using the FulfillmentOrder object to manage fulfillments.

We’ve released a free updated to v2 of fmEcommerce Link (Shopify Edition) – v2.1.5 – which now supports the FulfillmentOrder API allowing you to download Fulfillment Orders for a Shopify order and create a Fulfillment for one or more Fulfillment Orders and upload this to Shopify.

Our support site has all the details for working with the Fulfillment Orders API. Existing fmEcommerce Link (Shopify Edition) v2 customers can download this free update from the link on your original order email (contact us if you need the link to be reset etc). The full list of changes in this version can be found here.

If you would like to see additional functionality using the new Fulfillment Shopify APIs please get in touch and let us know the details of what other features you need.

Databuzz 2022 End of Year Xmas Sale – 20% Off All Licenses

The Databuzz End of Year Xmas Sale is now on. We only have one sale each year and for the next 2 weeks you can save 20% on all Product Licenses including:

Use the coupon XMAS2022 at checkout on any purchase and the 20% discount will be applied to your order. The sale runs until the end of the day on December 31, 2022 (Australian Eastern Daylight Time). Click here to start shopping.

Free trial versions are available for all of our products. You can also get 20% off our custom integration services if you need assistance with integrating one of our products into your existing Claris FileMaker solution.

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 Australian dollar.

fmESignature Link (DocuSign Edition) v1.5 Update

It’s been a while since we last released an update to fmESignature Link (DocuSign Edition), our FileMaker solution for integrating with the DocuSign eSignature platform. 2021 was a busy year for fmESignature Link releases – we released six updates last year with lots of new features so it’s not too surprising that the release pace was a bit slower this year.

We’ve spent lots of time in 2022 working on custom integrations for clients in Australia, New Zealand, USA/Canada and Europe. This has kept us busy but has also led to lots of new ideas for features. We’ve worked on a few composite template integrations as well which we hope to include in a future update.

We’ve just released another free update – v1.5 – which includes a number of new features, including:

  • we’ve added support for using Phone Authentication when sending Requests
  • when sending a Request for a DocuSign Template you can now pre-populate data for the DocuSign tabs such as Text tabs, which can also include a value from a FileMaker field as well as a static value. We’ve separated out the sending of DocuSign Template requests from the other Template types to simplify things and allow for more flexibility in future updates
  • downloading DocuSign Templates now includes the roles which allows us to support pre-populating the Template Tabs
  • we’ve added support for recipient access codes when sending a request to add another layer of security to ensure only the intended recipient can access the document
  • you can now download and print DocuSign Audit Events for a Request

You can find the full list of changes in the version history notes here. Existing customers can download this version from the link on your original order email (contact us if you need the link to be reset etc).

fmESignature Link (DocuSign Edition) and FileMaker WebDirect

Since first releasing fmESignature Link (DocuSign Edition) back in 2019 we’ve been asked regularly about support for FileMaker WebDirect. fmESignature Link (DocuSign Edition) was originally built for FileMaker Pro users and we didn’t do any testing or optimising for using it with FileMaker WebDirect. Over the years we’ve added support for performing scripts on FileMaker Server as well as for webhooks for receiving completed PDFs, and recently we decided to explore some options for using it with FileMaker WebDirect.

After publishing our updated guides for linking an existing FileMaker solution to the fmESignature Link file earlier this year we’ve had a number of enquiries about linking to a FileMaker solution that is accessed using FileMaker WebDirect and whether eSignature requests could be generated from a WebDirect solution. FileMaker Server has had the ability to create PDF files since v16, which is also the minimum version required for using fmESignature Link, so we couldn’t see any issues with generating a PDF from your FileMaker solution using FileMaker Server and then sending that across to the fmESignature Link file and creating a request and sending this all from a WebDirect session.

We’ve put together a new guide and a companion video that demonstrates how you can link your solution to the fmESignature Link file and create a custom PDF file and send a DocuSign request all from a WebDirect session:

fmESignature Link (DocuSign Edition) – WebDirect Linking

You will need to create a couple of new scripts to manage the process (we include some examples of these in our guide). Users of your existing FileMaker solution never see or access the fmESignature Link file directly. If you’re using FileMaker WebDirect as your primary interface and would like to incorporate sending agreements via DocuSign we think this is a great solution that you can implement relatively quickly. Please get in touch if you have any further questions or would like to schedule a live demonstration of this.