Integrating OverSuite with Intuit Practice Management will help you whip your on-boarding process into shape by instantly triggering work for you and your team upon your client signing their Engagement Letter.
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By Linking up your work templates from Intuit Practice Management to your Line Items and Templates within OverSuite, this will allow you to manage workflows, communicate with teams and deliver exceptional client work.

This means that when an Engagement Letter is accepted, the relevant work templates can be triggered from the line items that have been included in the Engagement Letter.
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You can also pull contacts from Intuit Practice Management, when creating an Engagement Letter, as well as creating new contacts in Intuit Practice Management too.

Before you bring this integration into play you'll want to make sure you have both of your systems set up correctly.

Ensure you are happy with your line items in OverSuite and have all of the matching work templates you need set up in Intuit Practice Management.

STEP 1: Head to Settings > Integrations > Intuit Practice Management.

STEP 2: Obtain you Intuit Practice Management Access Key.

To do this login to Intuit Practice Management, and go to Settings > Connected Apps.
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Click connect next to OverSuite and copy the connection token that is generated for you.

STEP 3: Paste the token into OverSuite.

Don't forget to save your settings so that the connection can be established.

STEP 4: Mirror your line items with work templates.

The next step is to define which work template in Intuit Practice Management you would like to be triggered when a client chooses a specific service in OverSuite.

Head to Configure > Line items.

For every service which has a matching work template in Intuit Practice Management, select edit line.

From the integrations tab, you will see the option to assign the line item to a work template.

Repeat this step for your other line items as necessary.

STEP 5: Mirror your proposal templates with work templates.

You can also instruct OverSuite to trigger work templates in Intuit Practice Management any time an Engagement Letter is signed that has been created with a specific template.

For example, every time a new client template is signed you may want to trigger your client on-boarding process in Intuit Practice Management.

To do this, head to Configure > Templates & Emails.
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From here, select edit next to your proposal template and select the IPM tab.

Here you can assign this template to any relevant work templates by typing them into the empty field.

Save your settings and you're all done!

If you have any questions, please reach out to us! 😃

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