Setting Up Your Basecamp Integration
Basecamp is a project management tool. You can learn more or sign up by visiting their website:
We offer integration with Basecamp. Here are a few of the key features of this integration:
- You can convert proposals into Basecamp projects
- Export proposal fees as Basecamp to-do items
- You can create proposals for Basecamp contacts
- Import Basecamp contacts directly into Bidsketch
Here's a rundown of how you can set up and take advantage of the features offered by this integration:
Setting Up Your Integration
To set up your Basecamp integration, go to your account settings, to the “integration" tab. Click on the “new integration" button. Underneath the Basecamp logo click "start" to get started.
From here you'll be taken to a verification form. Check the "import contacts" box, and click "continue."
Once you've completed this step you'll be directed to your Basecamp account, where you can authorize Bidsketch. Click the "yes, I'll allow access" button.
Select the Bidsketch account you want to integrate, and you're done.
Converting Your Proposals into Basecamp Projects
You can convert any of your proposals into a Basecamp project with just the click of a button. To do this, go to the details page of the proposal (by clicking on the title). From the proposal details page, click on the “export" button.
If you click this button a modal will pop up, allowing you to create a project. You also have the option of creating a to-do list (with items from the proposal), or sending your client an email invitation to the project.
Importing Your Clients from Basecamp
There are two ways that you can import client information from Basecamp into Bidsketch:
1. During the initial integration setup, by selecting the “import contacts" box, or
2. By manually syncing your Basecamp integration.