Perfectview
Connect OutSmart with Perfectview and manage CRM, work order, and invoice sync.
Perfectview connects OutSmart with your Perfectview administration.
Use this section to set up the connection and manage what syncs in and out.
In this guide
What you do with Perfectview
import relations, contacts, products, and employees
import tasks, projects, sales opportunities, and support tickets as work orders
export completed work orders, draft invoices, and PDFs back to Perfectview
Recommended order
Start with What is Perfectview?.
Then set up Perfectview.
Use Troubleshoot Perfectview when a sync fails.
Important to know before you start
You need a Perfectview account with API access.
You need an API ID, Database ID, and User ID.
The integration works in both directions.
You choose which import and export flows are active.
You can work with multiple administrations.
Related topics
Last updated
Was this helpful?