Previously, we've talked about how to integrate FileMaker and QuickBooks Online by first creating an access token and then a refresh token to maintain a secure connection between the applications. These are necessary steps to prepare for the integration, but now we'll turn our attention to moving data between the FileMaker-based solution and QuickBooks Online. But, of course, that's the whole point of the integration anyway.
The Support Group Blog
Low-code and no-code development platforms present a whole new way of solving business challenges in the digital workplace. Low-code and no-code tools allow the people doing the work – the process experts – to fix workflow and data hurdles instead of relying on internal IT departments or external developers to overcome them.
The traditional ways of creating business apps require a deep technical understanding and aptitude to get started. So what invariably happens is that the process expert, who's directly involved with the data or workflow, is forced to translate all that tribal knowledge to the technical person. During this translation, material information can be lost and garbled, requiring multiple build and deploy cycles to filter out the noise.
In the previous post, we set up our QuickBooks Online API account and used the provided bits of information (Client ID and Client Secret) to start the process to create a token. We will use this token going forward to authenticate with the API and push and pull our data.
We all know our FileMaker solutions don't operate in a vacuum. They need to talk to all sorts of other programs and services to be as productive as possible. For example, one of the most ubiquitous applications in the small and mid-sized business world is QuickBooks. Almost every business needs a bookkeeping/accounting application to ensure the financial portion of their business is running correctly. And integrating FileMaker and QuickBooks Online can help streamline and automate our operations.
With the shift to cloud-based services, like QuickBooks Online, companies are no longer dependent on the traditional model of complex proprietary integration options. Instead, they can pass data back and forth between applications using a standardized Restful API. Because FileMaker also uses Restful API to push and pull data, integrating FileMaker and QuickBooks Online has never been easier.
Many of our clients are looking for technology to streamline and automate their business workflows to grow their businesses. Administrative tasks have a way of weighing teams down. When you convert a paper process to a digital workflow, that can go a long way to free up time. In addition, when you automate a digital process, that can save even more time. You can reallocate that time to other revenue-generating activities such as sales tasks, marketing strategies, product development, etc.
We develop technology for organizations to operate at their optimum. For example, we've helped solve business problems related to inventory management, event planning, custom reporting, and much more. Yes, off-the-shelf software addresses these types of workflows, but they don't always offer every function every user needs. So rather than finding a work-around or waiting for a feature release, companies customize their own software to do specifically what they need it to do when they need to do it.
Technical debt costs companies across America billions of dollars each year. This creeping problem can slow work and create new work for developers, and it only worsens over time. If you don't work on the technical side of things, you may not even know when it happens.
Keeping your technical debt down requires more than just knowing what technical debt is. It takes conscious effort from both the development team and management, and most companies have no system to manage technical debt. Keep reading to learn about technical debt and what you can do to get ahead of it.
FileMaker is a powerful platform for creating apps to solve our business challenges. It can single-handedly tackle virtually any workflow we throw at it. Still, there are instances when we might need to integrate our apps with another software tool to extend their functionality and/or accessibility. For example, we can manage integrations with third-party tools like Zapier and technologies like API. See how easy it is to connect our applications with FileMaker and Zapier.
We expect the adoption of no-code platforms to continue to rise, mainly because the end-users/process experts appreciate easily customizable tools that are less time-consuming for IT to manage. Folks will be reluctant to return to the bureaucratic way of doing things once they experience the power to solve their problems and improve their productivity. With more people now working from home, or at least not from a centralized office, there's a clear motivation to take the bull by the horn and develop a solution on their own as opposed to waiting for someone else to fix a problem. No-code platforms empower the user to create customized solutions that don't involve the continuous back and forth among groups of disinterested parties, who, unlike the end-user, don't burn with the passion for just getting the work done.
COVID-19 prompted many businesses to shift to online working. The pandemic has increased the need for digitization and automation. Since the pandemic began, the number of executives describing low-code development platforms as a priority investment has almost tripled.
Read on to learn how you can use low-code development to digitize your workflows.
Claris's FileMaker platform and most spreadsheets have these useful features called functions. These functions do simple calculation jobs for us. For example, the Trim() function removes white space from the end of a text block, and the Round () function rounds a number to the nearest specified digit. Their uses are practically limitless. More likely than not, we developers rely on functions like these to get our jobs done daily.