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Quaderno

Tycho Holmens

GETTING STARTED GUIDE: How to set up a new connection?

Quaderno is a “set it and forget it” solution for sales tax. It will calculate sales tax, VAT, and GST for you, based on your customer’s location. Quaderno will automate receipts for you too, in the right language and currency, customized to your brand!

Below you'll find detailed information, specifically for Quaderno integrations:

Supported Quaderno Integrations

Authorizing Quaderno

To connect your Quaderno account, we need two things:

  1. Your app's subdomain. This you can find in the address bar of your browser (what is in front of '.quadernoapp.com').

  2. Your Private API Key. This key can be found by going to 'API keys' on the top right of your Quaderno app. The below screenshot could offer some additional clarification here.

quaderno authorization

If you already authorized Quaderno account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.

Choose your contact type

Distinguish between Business Contacts and Consumer Contacts before proceeding to the configuration page.

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[IF] Supported Conditions/Filters

You can filter your Quaderno contacts based on certain property values. The available ones are shown below

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[THEN] Supported Actions

When syncing contacts to Quaderno, you can add actions which will update the value of certain properties with a value of your choice:

quaderno actions

Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Quaderno fields being mapped by default. For instance, in a connection with HubSpot, the default field mapping looks like this:

quaderno default fields

You have the ability to disable default mappings and reuse them in the custom mappings section.

Customizable Field Mapping

For now, we don't support Quaderno customizable contact fields. Therefore, you can only custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well.

More information on Customizable Field Mapping

quaderno custom fields

Additional Options

Syncing Deletions

Currently, there are no Quaderno integrations on the PieSync platform that support our deletions sync.

Syncing Unsubscribes

Currently, there are no Quaderno integrations on the PieSync platform that support our unsubscribes sync.

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.

Combined Shape

Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list, you can always submit an app request on our Supported Apps Page as shown below.  Don't forget to read our blog for the latest in productivity, apps, and technology!

app request form

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