Please Note: If you run into any problems with Integrations in the Neat Software, click here to view our troubleshooting guide.
Receipts saved in Neat can be exported directly into QuickBooks. The export will transfer pertinent data identified from your scanned receipts (such as receipt date, vendor name, sales tax, total amount, etc) directly into QuickBooks so you can perform accounting functions on the receipts soon after scanning them. Click here to export receipts to QuickBooks.
Receipts saved in Neat can be exported directly into Sage One. The export will transfer pertinent data identified from your scanned receipts (such as receipt date, vendor name, sales tax, total amount, etc) directly into Sage One so you can perform accounting functions on the receipts soon after scanning them. Click here for more information on connecting to Sage One.
Please Note: This feature is currently unavailable as we work with LinkedIn to restore functionality. We do not have currently have an ETA for resolution.
Send a contact an invitation to connect on LinkedIn with a contact in the Neat Software with one click. Activating your LinkedIn account as a connection in Neat will help you to aggregate all of your personal or business contacts in one place.
Connect to your Constant Contact account in the Neat Software to add Neat contacts to your subscriber lists in Constant Contact. Click here to start sending your Neat contacts to Constant Contact.
Need to include a Neat contact in an email campaign? Connect your Campaign Monitor in the Neat Software to easily send Neat contacts to your email campaign lists. Click here to start sending your Neat contacts to Campaign Monitor.
Connect your Google Contacts account with the Neat Software to add contacts to your digital address book, eliminating the need to hold on business cards or manually enter contact information. Click here to start sending your Neat contacts to Google Contacts.
Connect your Outlook.com account with the Neat Software to add contacts to your digital address book, eliminating the need to hold on business cards or manually enter contact information. Click here to start sending your Neat contacts to Outlook.
Connect your Mail Chimp account with the Neat Software to add Neat contacts to your subscriber lists. Click here to start sending your Neat contacts to Mail Chimp.
Integrations Help!
If you run into any problems with Integrations in the Neat Software, click here to view our troubleshooting guide.
