Learn how to test the Nutshell integration in Checkfront.
New to Nutshell? Read the first article in this series for an introduction to Nutshell.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Starter, Growth, Managed | Learn more about our new plans or how to change your plan.
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, new or both?
- The Nutshell integration is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items). Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information. |
Testing in Checkfront
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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.
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.
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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