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Jessica Biondo
/(Glances Findings, Case Studies)

Welcome to the first edition of our user stories series! We are intentionally creating a space on our blog to share real customer feedback in anecdotal form, much more personal and casual than our case studies. It’s the helpful commentary we hear during product demos and receive over email or Slack messages. Sometimes prospects are amazed at what Glances can do. Sometimes current clients drop wows (and even F-bombs!) when multi-step workflows are simplified. And other times, we are honest about not being the best fit for a customer if we cannot 100% meet their unique needs.

Join us on the journey and if you have your own user story to share, we’d love to hear from you.

Glances shares real user stories about connecting apps and streamlining workflows

Today’s user story: The tale of two integrations

A customer in the building industry initially found Glances on the monday.com marketplace because they needed an integration for QuickBooks that would enable them to create invoices directly from any board within monday. They installed Glances in-app with monday and were happy to create QuickBooks invoices without navigating away from their project management platform, but the story doesn’t end there…

Before adding Glances, this customer already had a different QuickBooks integration option installed from the monday marketplace. This particular product enabled them to see their QuickBooks invoices in a specific monday board and to also keep that board synced with QuickBooks. The problem was, this integration took 4-hours to sync and update the invoice board data, every day! Since linking the board item to the invoice board was part of this customer’s workflow, they would have to wait until the end of each day (after syncing) to complete the linking tasks. This recurring annoyance led the customer to set up a call with Glances support for help. 

The review and remedy

After the support call and understanding this customer’s daily syncing woes, Team Glances got to work putting post-Action app updates in place for the select pieces of data that required real-time syncing between monday and QuickBooks. An automated linking feature was also created to kick off after the customer would use the Create QuickBooks Invoice Action in monday.

During the call, the customer also did not realize they had two integration products installed at the same time (and were paying for both). Since Glances could handle all that was needed – viewing QuickBooks data in monday, performing QuickBooks tasks in monday, and quickly syncing select pieces of data between QuickBooks and monday – the customer could cancel the other integration and save on costs.

Glances not only saved this customer about $100 per month, they no longer had to deal with the interrupted workflow of waiting on the 4-hour sync to complete their daily invoicing routine.

Learn all Glances can do for monday.com and QuickBooks on our support site and how it compares to other integration products on the marketplace. You can also watch the quick video above to delve into Actions and syncing back the data you choose, specifically for monday and QuickBooks users.

If you are new here, Glances can securely connect with any business platform that has an API, so the options for viewing data, performing Actions, and syncing the data you choose across your collective apps is wide open.

Glances makes monday and QuickBooks work together, better

By harnessing the strengths of both monday and QuickBooks through Glances, your business can achieve a smoother, more integrated billing process. Our unique data-mapping methods can be applied not only to invoices and estimates, but also for customer creation in QuickBooks and other app Actions, such as Stripe or Xero.

To put mapping into place, schedule a quick call with our team using the link below. We’ll review your process, capture details on the field data you need, and get to work.

Click to schedule an onboarding call or reach out to us at support@glances.com.

More helpful steps

Schedule a demo to see the time-saving benefits of Glances in action or ask our team questions.

If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.

Find more step-by-step articles with the latest information on our support site.