What is an integration?

An integration is a way to connect TracsConnect to another tool you use — like Setmore for online booking, QuickBooks for your books, or your phone system. Once it’s set up, information flows between the two automatically.

Why connect at all?

So you don’t have to type the same thing twice. When a customer books an appointment in Setmore, you don’t want to re-enter it in TRACS. When you finish a work order, you don’t want to re-type the totals into QuickBooks. Integrations handle that for you.

How a typical setup goes

1. Sign in to the other tool (or get an access key from it).
2. Open the integration in your TracsConnect dashboard.
3. Paste the access key or sign-in approval.
4. Confirm a few settings — what to sync, what to skip.
5. Test the connection — TracsConnect runs a quick check.
6. Turn on the sync.

Most setups take less than fifteen minutes. The trickier ones (like Setmore, which needs you to add booking-form fields) walk you through every step.

What if it stops working?

Every integration has a Troubleshoot page that lists the common problems and how to fix them. If you’re stuck, contact support — tell us which integration and what you were trying to do.