Integrations

We offer integrations with numerous external software providers including email marketing software, calendars and accounting platforms. We are currently working on adding new integrations for various functions, so keep checking for updates.

You can access all your integrations from the Integrations screen in the web app.

Google Calendar

Integration with Google Calendar is easy and allows you to connect with the worlds most popular calendar platform.

To start an integration, select Google Calendar from the Integrations screen. If you are not already connected, you will see an option to Connect to Google Calendar. Click this and you will be redirected to the Google web app to login. Enter your credentials and click Next.

A screen is then be presented to confirm a connection between Google Calendar and Hoof. Here you can see the permissions that are required to access your Calendar – this must be left enabled. Click Allow to create the connection.*

* You must connect using the same email address your using to login to Hoof, or else the connection will fail.

You will then be redirected back to Hoof to complete the setup. Click Google Calendar Settings to view all your calendars and under Selected Calendar, click the calendar you want to connect. When you have selected one, it turns grey and states (CURRENT).

You must select a calendar to ensure all features work properly. 

Once you have completed integration, you will have access to the following features: 

• Export Events to Google Calendar – This will export all your Events from Hoof into Google Calendar.
• Auto Sync with Google Calendar – When this is enabled, every time you create or update an Event, it will automatically attempt to sync with Google Calendar.**

** Auto Sync is a one way process, exporting data to Google Calendar. You can not import from Google Calendar.

Please note, an Event is defined in Hoof as a singular event in your calendar – this may be a Job or Holiday (including holidays, bank holidays, sickness, leave etc.). This does not include working hours or business opening hours.

We suggest that you export your events at least once before clicking Auto Sync, to make sure everything needed is in Google Calendar beforehand.

If you want to unlink your Google Calendar account, click Remove Link to Google Calendar to revoke the connection. All your data will stay as is, and you can reconnect at any time.

If you have trouble connecting your Google Calendar account, please reach out to Support.

Mailchimp

Integration with Mailchimp is simple and gives you the flexibility of connecting with the worlds most popular email marketing software. Plus, basic packages with Mailchimp are free!

To start an integration, select Mailchimp from the Integrations screen. If you are not already connected, you will see an option to Connect to Mailchimp. Click this and you will be redirected to the Mailchimp web app to login. Enter your credentials and click Log In.

A screen is then presented to confirm a connection between Mailchimp and Hoof. Here you can see the permissions that are required and a brief description. Once you are happy with the permissions, click Allow to create the connection.

You will then be redirected back to Hoof to complete the setup. Click Mailchimp Settings to find all the lists in your account (for many, this will only show one list) and click on the list you want to connect.

You must connect a list to ensure all features work properly. You are currently only able to connect one list.

Once you have completed integration, you will have access to the following features:

• Import Mailchimp Subscribers – This will import all your subscribers from Mailchimp into Hoof as Customers.
• Export Mailchimp Subscribers – This will export all your Customers from Hoof into your Mailchimp account as subscribers.
• Auto Sync with Mailchimp – When this is enabled, every time you create or update a Customer, it will automatically attempt to sync your details with Mailchimp.

Please note, if a customer has been archived, unsubscribed or deleted in Mailchimp, you cannot sync or export them back up in Mailchimp. For further support with this, please contact Mailchimp.

If you want to unlink your Quickbooks account, click Remove Link to Mailchimp to revoke the connection. All your data will stay as is, and you can reconnect at any time.

If you have trouble connecting your Mailchimp account, please reach out to Support.

Quickbooks

Integration with Quickbooks is easy and gives you the opportunity to connect with affordable online accounting software.

To start an integration, select Quickbooks from the Integrations screen. If you are not already connected, you will see an option to Connect to Quickbooks. Click this and you will be redirected to the Quickbooks web app to login. Enter your credentials and click Log In.

A screen is then be presented to confirm a connection between Quickbooks and Hoof. If you have multiple companies, you need to select the company you want to connect from the dropdown menu. Click Next to create the connection.

You will then be redirected back to Hoof to complete the setup. Click Quickbooks Settings to access the settings for your default accounts.

The Default Service Income Account tells us which category to put your Products and Services in Quickbooks. You can always modify this in Quickbooks later.

The Default Deposit Account tells us where to put Sales Receipts (Transactions) in Quickbooks by Default. You can always modify this in Quickbooks later.

You must set your default accounts to ensure all features work properly. 

Once you have completed integration, you will have access to the following features:

• Export Customers to Quickbooks – This will export all your Customers from Hoof into Quickbooks.
• Import Customers from Quickbooks – This will import all your Customers from Quickbooks into Hoof
• Export Transactions to Quickbooks – This will export all your Transactions from Hoof into Quickbooks.
• Export Products and Services to Quickbooks – This will export all your Services from Hoof into Quickbooks.**
• Import Products and Services from Quickbooks – This will import all your Services from Quickbooks into Hoof.
• Auto Sync with Quickbooks – When this is enabled, every time you create or update a Customer, Transaction or Service, it will automatically attempt to sync your details with Quickbooks.***

* Transactions can only be sent to Quickbooks once.

** Although we can send all your Products and Services to Quickbooks as Items, we cannot add prices to them. You will have to manually edit this in Quickbooks yourself.

 *** Auto Sync is a one way process, exporting data to Quickbooks. Changes made in Quickbooks can only be imported using the Import buttons. 

We suggest that you export your items, customers and transactions at least once before clicking Auto Sync, to make sure everything needed is in Quickbooks beforehand.

If you want to unlink your Quickbooks account, click Remove Link to Quickbooks to revoke the connection. All your data will stay as is, and you can reconnect at any time.

If you have trouble connecting your Quickbooks account, please reach out to Support.