PlannerPal Integration
This guide will show you how to setup the PlannerPal Integration!
Enabling the Plannr / PlannerPal Integration is all done via PlannerPal's system.
Log into your account with PlannerPal and select Sync with CRM next to the Add Client button
On the next screen, select the Plannr logo
You'll then be asked to set up the connection between PlannerPal and Plannr, click Continue
Next, authorise the connection between PlannerPal and Plannr, select Approve App
The sync will commence. Once completed, all your clients from Plannr should be available on the PlannerPal system.
You only need to set this up once, it should remember the connection going forward
You're now good to go for using the PlannerPal integration with Plannr!
Should you need any assistance on how to use the PlannerPal system, then please email [email protected] or call them on 01225 941 135.
Setting up the Addon
Enabling the Plannr / PlannerPal Integration is all done via PlannerPal's system.
Log into your account with PlannerPal and select Sync with CRM next to the Add Client button
On the next screen, select the Plannr logo
You'll then be asked to set up the connection between PlannerPal and Plannr, click Continue
Next, authorise the connection between PlannerPal and Plannr, select Approve App
The sync will commence. Once completed, all your clients from Plannr should be available on the PlannerPal system.
You only need to set this up once, it should remember the connection going forward
You're now good to go for using the PlannerPal integration with Plannr!
Should you need any assistance on how to use the PlannerPal system, then please email [email protected] or call them on 01225 941 135.
Updated on: 22/09/2024
Thank you!