Mobile
Accounting & Billing
- Overview of the Sage Intacct integration
- Syncing clients, users and departments with Sage Intacct
- Syncing Projects and Tasks with Sage Intacct
- Importing Sage Intacct Purchase Orders
- Exporting and syncing invoices with Sage Intacct
- Exporting Timesheets to Sage Intacct
CRM & Sales
- Setting up the HubSpot for Forecast integration
- Syncing Salesforce opportunities into Forecast
- Viewing Forecast updates in Salesforce
- Setting up the Salesforce for Forecast integration
- Integrating Pipedrive with Forecast
- Salesforce integration resources
Human Resources
Productivity, Sharing & Calendars
- Integrating Forecast with Outlook Calendar
- Installing and Configuring the Slack for Forecast integration
- Using the Slack for Forecast integration
- Calendar Integration: Time Registrations
- Creating calendar meetings from Forecast
- Setting up and using the MS Teams integration for Forecast
User Provisioning & Single Sign On (SSO)
Reporting & Business Intelligence (BI)
Project & Issue Management
- Synchronizing existing Forecast tasks and phases with JIRA (Move to JIRA)
- Syncing JIRA projects to Forecast projects
- Overview of the JIRA for Forecast integration
- Importing users from Azure DevOps
- Integrate with Your Existing Services
- Setting up the Azure DevOps integration for Forecast