User Creation via Integration (QuickBooks, Sage, Eclipse)
🔗 User Creation via Integration (QuickBooks, Sage, Eclipse)
Ontraccr integrates with several accounting platforms to simplify and accelerate user setup. If your company uses QuickBooks Online, Sage, or Eclipse, you can sync users directly from those systems into Ontraccr. This guide explains how the integration works, what data is pulled in, and what to do after users are created via sync.
⚙️ Supported Integrations
User syncing is currently supported through these platforms:
- QuickBooks Online
- Sage 100 & 300
- Eclipse
These integrations allow for user data to be mapped and created automatically in Ontraccr during the synchronization process.
🔄 How It Works
- Your accounting platform (e.g., QuickBooks) is connected to Ontraccr.
- During the integration sync, user records from the accounting system are automatically created in Ontraccr.
- These users will now appear in the Manage Users list as active profiles.
🧩 What Gets Imported?
While the transcript did not list exact fields pulled from the accounting systems, it was explicitly stated that:
- The integration creates user records.
- You may need to edit those users afterward to complete missing information.
⚠️ Important: Synced user profiles may not include all the fields required for daily operations in Ontraccr (e.g., roles, wage info, time zone, or team assignment). These must be filled in manually post-sync.
🔎 How to Confirm a User Was Synced
After integration, go to:
- Manage Users → Click on a user.
- Under the General Info tab, look at the bottom for the Integrations section.
- If synced, this area will display the connected platform (QuickBooks, Sage, or Eclipse) the user came from.
🧠 Post-Sync Action Checklist
Once users are synced into Ontraccr, you should:
- Edit the user profile to assign:
- Role (Position)
- Time Zone
- Hourly Wage (if using job costing)
- Labels or Teams
- PIN (if using tablet clock-ins)
- Confirm the integration tag in the profile
- Assign to projects or restrict project access if using those controls
- Upload any missing files or certifications
🧾 Summary
Using integrations with QuickBooks, Sage, or Eclipse, Ontraccr can auto-create user records from your accounting system — saving time and reducing manual entry. However, post-sync review is essential to complete the user setup and ensure operational readiness.