You can post forms from your website directly to Annelite using our Web Form API. This requires a few simple modifications to your existing form: Change the form action to post to http://your-account-name.annelite.com/api/httpform Change the field names to match contact fields in Annelite. If your forms contain additional fields that don’t correspond to the fields…
We offer three types of API (which stands for Application Programming Interface) that allow you to integrate your Annelite account with external websites, systems and processes: Web form API Email API Developer API v3 Developer API v2 (deprecated)
First, go to Settings > Add-ons and activate the networks. You can add several accounts for each, for example, your personal and company Twitter accounts. Second, make sure that the user you’re logged in as has permission to post status updates to social networks. To do so, click on your name in the top right…
To transfer contacts between departments, export them as a CSV file, and import it into the target department.
One of the ways to organize your contact database in Annelite is to use Contact Groups. They are are hierarchically organized into Categories and can be managed in Settings > Contact Groups. In the left vertical Groups tab, you can collapse categories for compact view, and drag-and-drop to reorder the display sequence. This is done…
FreshBooks is a simple invoicing and time tracking service that helps you send, track and collect payments quickly. To link and sync your Annelite and FreshBooks accounts, follow these simple steps: In your Annelite account go to Settings > Add-ons. Click on the Activate link under the FreshBooks logo and enter your FreshBooks account (login)…
You can export contacts from any service or application into a CSV (Comma-Separated Values) file and import it to Annelite in Settings > Import Contacts. After the CSV file is uploaded, it will be processed in the background. When completed, you will be able to view the stats on imported and updated contacts. Create groups & custom…
You can import contacts from a file or web service. Emails can be imported (downloaded) from archive stored on your IMAP or POP server. Make sure you import your contacts first, this way imported emails will be automatically associated with contacts based on the sender’s “From:” email. Calendar import is not supported at this time,…
The very best way to get started would be to schedule a setup/training meeting so you can connect with your personal Client Success Manager and go through the setup process together, making sure to customize it to your particular business needs/workflows. Go ahead and book a time by clicking on ‘ Schedule Consultation ’ at…
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