JMA Web Technologies has come a long way since it was first started in 2010. Over the years, we’ve deployed a number of different methods for setting up a new account and configuring settings. Nevertheless, our product and development teams are constantly on the look out for new and innovative ways to make setting up and getting started as easy and intuitive as possible.
Today, I am happy to announce that getting started is easier than ever before with phased configuration. Now, getting started is broken down into two easy steps:
- Pairing Phase
- Configuration Phase
How does this work?
Just like with previous versions, when you login to Connex or Connex for QuickBooks Online for the first time, you’ll begin on the My Connections page. From here, you’ll select from the Solution Name drop-down the desired integration and click Configure to proceed.
Enter the new look of the Pairing Phase. Here, you’ll be prompted to select the appropriate version of QuickBooks, triggering a download. This file application is added to the Web Connector and after running the Web Connector for the first time, you’ll be able to choose the desired sync direction and click Submit to proceed to phase two – the Configuration Phase (note: this step is skipped for Cloud Card Connector and Connex for Xero customers).
This is the part of which we’re really proud. Previously, this consisted of upwards of fourteen (14) or more steps, dependent upon the chosen integration. Now, we’ve streamlined the process down to just eight (8) steps and simplified each one so that it’s easier than ever before.
In addition, we’ve made it dramatically more user friendly by making is easy to view your progress and navigate between each step. Likewise, this makes it easy to return to a previous step, if you made a mistake or wish to change a setting. When it’s all said-and-done, you’ll be ready to sync your first transaction with Connex or Cloud Cart.
Take a look!
This new method of getting starting is live and available now across all of our products. Thus, the next time you add a new integration to your account, it’ll be easier than ever before!
If you like this new feature or have ideas for how we could make it even better, let us know! We welcome your feedback. Connect with us by contact us and letting us know what you think or submit a feature request; or let us know in the comments below.