How to integrate FCB2B with MeasureSquare CRM

How to integrate FCB2B with MeasureSquare CRM

In this article, we will show how to integrate FCB2B with MeasureSquare CRM. 
Info
Note: This is currently in the first iteration, and more enhancements will come soon. 

You can now access manufacturer price lists directly within MeasureSquare CRM. Additionally, you can connect to FCB2B suppliers, manage credentials, and browse up-to-date product catalogs.

Step 1: In your System Settings, go to Preferences
Step 2: Navigate to FCB2B tab and select New Supplier


Step 3: Select a Supplier from the FCB2B Member List, fill in the Account #, Password. The other details will be auto-filled. 
Step 4: Test the connection to verify success or not
Step 5: Select Save to add this new supplier



Step 6: View all products from the price catalogs




Obtaining FCB2B Credentials from Vendors

The FCB2B Members who need to be used are usually your vendors. You can then view FCB2B basic info in the vendor details, request credentials, and manage the credentials. The FCB2B member that needs to establish a connection is the Vendor, so relevant data can be imported from FCB2B when creating a vendor. 

Step 1: Go to Vendors 
Step 2: Select New Vendor



Step 3: Click on Select from FCB2B and choose the supplier
Step 4: Click Save to create this Vendor



Step 5: Open that particular Vendor, and go to FCB2B Info tab. 
Step 6: Click Request Credential to trigger an email requesting the vendor’s FCB2B credentials



Step 7: Create and send an email to the vendor requesting their B2B account credentials


Step 8: Once your Vendor provides the credentials, select Add
Step 9: Fill in the Supplier B2B credentials then Save




For any further questions, please reach out to our Support team 
Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3
All Hours: support@measuresquare.com


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