Integration with Invoice4U

Purpose

Transferring information about activities in Invoice4U to Smoove –

• Saving information about paying customers from Invoice4U in Smoove lists
• Performing automatic actions based on this information

Invoice4U

An online invoicing software. It improves the process of issuing invoices on the internet, expands payment options for your customers, enhances collection processes, enables efficient and accurate account management including the generation of management reports, everything is documented, organized, and... saves paper.

How do we do it?

1. Create an API key using the following guide
2. Enter Invoice4U:
3. Click on "The Market" in the toolbar on the right side
4. Search for Smoove among the integration options
5. Click "Details" under the Smoove logo
6. Choose the "For synchronization - click here" button
7. Paste the API key
8. Click on "Synchronize"

1. Transferring contacts from Invoice4U to lists within Smoove:

• Create a list in Smoove for the contacts to be transferred
• Enter Invoice4U:
  1. Go to "Customers"
  2. Select "Search/Edit Customers"
  3. Mark the customers for transfer
  4. Click on "Add marked customers to mailing list"
  5. Choose a list from all available lists
  6. "Select"

1. Transferring contacts to Smoove after they have made a purchase through Invoice4U:

• Create a list in Smoove that stores customers who have made a purchase in Invoice4U
• Enter Invoice4U:
  1. Go to "Clearing"
  2. Choose "Sales Pages"
  3. Click on the sub-heading "Manage Sales Pages"
  4. Enter "Edit" in the row of the relevant sales page
  5. Select the "Advanced Settings" tab
  6. In the "Mailing List" field - choose a list from all available lists
  7. "Save"