How to manage customer contacts in Quaderno with PieSync

How to manage customer contacts in Quaderno with PieSync

Managing contacts seems like a side job to the real meat of your business. But actually it’s the bones of your business.

The key to growing is keeping your customers happy, right? Positive customer experiences require smooth communication, seamless transactions, and error-free billing. And what underlies all of these things? Your customer contact information.

You can’t build customer relationships with faulty contact information.

Why managing contacts matters

When your customer contact information is correct, complete, and up-to-date, then you save so much time on housekeeping and improve the chances your customers stay with you. Payments go through, emails and promotions are sent, invoices are received (and paid!). Without you needing to chase down customers or double-check data.

Manage your contacts well, and that will take care of a lot of tasks for you. Then you have more time to focus on growth and innovation.

How to manage customers contacts in Quaderno

In Quaderno it’s easy to create new customer contacts within the app. Simply log in, go to the Contacts section, and click Create Contact in the upper right corner. You can edit any field of customer information at any time.

Want to create a bunch of customers at once? You can also import contact information, if you have a list of existing customers and want to add them in bulk. Directions on how to import these contacts using a .CSV file can be found here.

But the best way to manage contacts is through our integration with PieSync, a magical app that just might blow your mind. It’s so simple yet so impactful.

PieSync synchronizes your Quaderno contact information with another app or service you use to run your business.

We’re talking CRMs, support ticketing systems, email marketing tools, payment processors, and eCommerce platforms. You can sync Quaderno with contacts from HubSpot, Salesforce, Shopify, Stripe, Zendesk, Google Contacts, MailChimp. The list goes on… to over 240 apps!

piesync permission

All the customer information from the past, plus any new customer info in the present day are all matched and merged (with precaution!), so that you have accurate, up-to-date data in both contact lists.

Yes, the updates work in both directions. Changes made in Quaderno will be updated in the other app of your choice; and changes made in that other app will be reflected automatically in Quaderno. If there’s any conflicting data, it’s handled in a controlled way – fields will never be overwritten.

Another great thing? You can customize how your contacts are synchronized. It’s not “all or nothing.” Maybe you want just a subset of your contacts to be linked and synced. You can choose which contacts to sync and how: sync lists, categories, tags, and almost any other attribute between apps.

Only want to sync European customers? Or only customers who pay through Stripe? You decide.

piesync permission

How to integrate Quaderno and PieSync

1. Log into your PieSync account, or create a new one with their free trial offer.

2. If you’ve just created a new account with PieSync, then follow the step-by-step instructions to choose Quaderno and one other app, and authorize them both. They make it super easy!

If you’re already a PieSync user, set up the integration by clicking + New Connection at the top of the page. Then follow the steps as usual.

3. Take a moment to set up any rules you want to govern the data sync and select other settings.

4. When done, click Start Syncing Now! at the bottom of the page and let the magic begin.

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* At Quaderno we love providing helpful information and best practices about taxes, but we are not certified tax advisors. For further help, or if you are ever in doubt, please consult a professional tax advisor or accountant.