Post-Connection Wizard

Overview

After connecting QuickBooks, Xero, or FreshBooks, BlueClerk automatically opens a guided wizard to help you import your existing customers and service items. This ensures your accounting data syncs properly and saves you from manually re-entering everything. The wizard includes a close guard - if you try to close it during import by clicking outside or pressing Escape, you'll see a confirmation dialog to prevent accidental data loss.

Navigating the Wizard

Back Button

You can navigate back to previous steps using the arrow button in the wizard header:

1. Click the back arrow at the top-left of the wizard
2. Review or change previous selections
3. Click "Next" to move forward again

The back button only appears after the first step and lets you freely navigate between completed steps.

How the Wizard Works

Step 1: Import Customers

The wizard starts by fetching customers from your accounting software:

1. Review the customer list - All customers from your accounting system appear
2. AI suggests customer types - BlueClerk automatically classifies each customer as Homeowner, Business, or Builder based on their name, address, and email
3. Adjust classifications - Change any suggestions that don't look right
4. Select customers to import - New customers are auto-selected; existing matches are shown but skipped
5. Click "Import Selected" to bring them into BlueClerk
6. Wait for import - Progress shows as customers are created
7. Review results - See how many were imported vs. skipped

Step 2: Import Services & Items

Next, import your service items and products:

1. Review the items list - All items from your accounting system appear
2. Select items to import - New items are auto-selected; existing matches are shown
3. Click "Import Selected" to bring them into BlueClerk
4. Wait for import - Progress shows as items are created
5. Review results - See how many were imported vs. linked to existing items

Step 3: Sync Settings

Configure what syncs automatically:

1. Toggle sync options:
   • Auto-sync invoices - Send new BlueClerk invoices to your accounting software automatically
   • Auto-sync customers - Sync new customers to your accounting software
   • Auto-sync items - Sync new service items to your accounting software
2. Click "Save Settings" to apply your preferences
3. Click "Finish" to close the wizard

Step 4: Done

You'll see a completion screen with:

• Summary of what was imported - Customer count, item count
• Next steps - Suggestions for using your integrated accounting system
• Close button - Returns you to the integration detail page

Close Guard Protection

The wizard prevents accidental data loss during imports:

• Clicking outside the dialog triggers a confirmation prompt
• Pressing Escape triggers a confirmation prompt
• Confirmation message: "Setup is still in progress. If you leave now, some data may not be imported. Leave anyway?"
• After completion (Done step) - Close guard is disabled, you can close freely

After the Wizard

Once complete:

• Imported customers appear in your Customers list
• Imported items appear in your Items catalog
• Sync settings are active - new records sync automatically based on your preferences
• You can adjust settings anytime from Settings > Integrations > [Provider]

Questions

Q: What if I accidentally close the wizard during import? A: You'll see a confirmation dialog warning you that setup is still in progress. Click "Stay" to continue the wizard, or "Leave Anyway" to close it. You can always re-open the wizard from the integration detail page.

Q: Can I skip importing customers or items? A: Yes - uncheck any items you don't want to import before clicking "Import Selected". You can always import them later from the integration detail page.

Q: What happens if I have duplicate customers or items? A: BlueClerk automatically detects duplicates by name and email. Existing matches are shown but not imported again - they're just linked to your accounting software.

Q: Can I change my sync settings later? A: Yes - go to Settings > Integrations > [Your Provider] and adjust sync settings anytime.

Q: Do I have to import everything at once? A: No - the wizard is just for initial setup convenience. You can import additional customers and items later from the integration detail page using the import buttons.