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Testing Nutshell CRM in Checkfront

Learn how to test the Nutshell integration in Checkfront.

New to Nutshell? Read the first article in this series for an introduction to Nutshell.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

Manage > Integrations > CRMs > Nutshell

What more do I need to use this feature?

  • Admin permissions to manage Integrations.
  • A Nutshell account created and accessible.

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic items version using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products).  → Learn more about products

 

Testing in Checkfront

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Nutshell dashboard displaying sales metrics, leads summary, pipeline status, relevant people, and activities panel with calendar.

Your Checkfront integration with Nutshell is now complete.

Go ahead and create a test booking in Checkfront. You should see the information instantly updated in Nutshell.

 

Booking invoice in Checkfront showing guest details, booking ID, tour product, balance due, and option to open the record in Nutshell.

You can confirm this via Checkfront by clicking the Open in Nutshell link at the bottom of the invoice. Clicking this link opens the Customer in Nutshell so you can review their file.

 

Frequently Asked Questions

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  • Why am I experiencing sync errors?

    Please ensure the Customer's phone number field uses customer_phone as its ID in the Booking Form. If a different field ID is used for the phone field, then errors may occur.

  • Can custom Booking Form fields be synced to Nutshell?

    Currently, we do not sync custom Booking Form fields to Nutshell. However, Nutshell has a robust field mapping tool that we recommend instead.

 

 

< Setting up Nutshell CRM in Checkfront

 

 

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