Integrations

5 articles

  • Mailchimp Integration

    Connect your Mailchimp account to your member list and stay connected to your members!  Connect Your Mailchimp Account From the dashboard, navigate to  Settings >  Integrations > Mailchimp  tab. Mailchimp : An email marketing platform that allows you to easily target and email members. When your Mailchimp account is connected to Proximity, your new members’ emails will go into your Mailchimp account and on the list you have selected and each member will be tagged…

  • Connect to Integrations/Services

    Connect your Stripe account so you can begin accepting payments, connect a Google calendar so it will sync with your Reservable Resources calendar, and connect to your Mailchimp account so you can keep your member email list up-to-date. From the dashboard, navigate to Settings > Integrations Connect to these services: Stripe  is the payment processor that Proximity uses to collect payment on your behalf. Members may pay with a credit card, ACH (consider payment processing…

  • Google Calendar Integration

    Integrating calendars for reservable resources with the Google calendar is a powerful way to coordinate when resources are being used and view them from one calendar. Configure Google Calendar Navigate to your Google Calendar. Click the 3 dots on the left-hand side that says Add other calendars . Select Create new calendar . Add the name of your reservable resource. Example: Upstairs conference room. Select Create calendar . Create a calendar for each reservable resource…

  • Connect SALTO KS and Activate IQs

    Click the "Connect to SALTO KS" button on the "Integrations" page. Log in to the SALTO KS Identity server using a "Site Admin" account created in the SALTO KS site. We recommend creating an account specifically for the Proximity Platform to access the SALTO KS API. This user needs to have a valid mobile phone number attached to it. The phone number will be used later to verify your identity via SMS. Authorize the Proximity…

  • Quickbooks Online Integration (Beta)

    Connect your QuickBooks Online Account to Proximity From your Proximity dashboard, navigate to Settings > Integrations > QuickBooks Online tab. Select Connect to QuickBooks Online . This will bring you to QuickBooks Online. Log in to your QuickBooks Online account. Select the Company  from the drop-down menu. Select Connect . Once connected, you will be directed back to your Proximity site to configure the Quickbooks Online integration by mapping your accounts and your customers. Map…