Integration and Conversion

Articles related to integration with 3rd Party services and conversion from previous software

How to Enable Quickbooks Online Integration
Quickbooks Online can be enabled to easily sync data between it and uManage.   To Enable Quickbooks Online Integration: Go to the Association > ...
Fri, 2 Feb, 2024 at 3:44 PM
How to do an Ownership Change in Quickbooks when integrated with uManage
This article will show you the correct process needed to do an Ownership change in Quickbooks when integrated with uManage.  Since Quickbooks represents bot...
Mon, 28 Dec, 2020 at 4:31 PM
How to enable Quickbooks Integration
For property management companies and self-managed associations that use QuickBooks for accounting, uManage offers convenient account integration.  Download...
Wed, 29 Jun, 2022 at 11:33 AM
Quickbooks Integration FAQ
0x8004041D Error Message: While Quickbooks is open, click the Verify button next to the company and a pop-up window will appear in the Quickbooks a...
Fri, 9 Dec, 2022 at 11:32 AM
C3 Integration FAQ
Use this Article to assist with FAQ for the C3 integration.  We have an account that is populating on C3/portal but not in uManage             Fir...
Tue, 7 Sep, 2021 at 3:07 PM
Translating External Data Using VLOOKUP (Excel Function)
This page describes the process of using the "VLOOKUP" function in Excel to translate data within uManage.  This function is handy when import...
Mon, 12 Oct, 2020 at 11:19 AM
3CX Integration - Server Side
Learn how to integrate the 3CX business phone system with uManage.  3CX integrates with uManage to allow incoming and outgoing phone calls to be instan...
Thu, 9 Feb, 2023 at 12:10 PM
Homewise Connectivity Issue
Periodically, the Homewise system is not able to connect to uManage to retrieve homeowner information.  You may see an error similar to the following: No...
Tue, 18 Jul, 2023 at 8:07 AM