Question 1

What if my Typeform webhook URL is shared by mistake?

Accepted Answer

Treat the webhook URL as a password, because it contains your BytePhase API key. If it leaks, click Rotate key on the integration's Activity screen. The old URL stops working at once and BytePhase shows a new webhook URL to paste into Typeform. With the signing secret switched on, a delivery without a valid Typeform signature is rejected anyway.

Question 2

How does BytePhase handle Jotform name and address fields that have several parts?

Accepted Answer

Jotform sends fields such as Full Name or Address as separate parts. BytePhase joins the filled-in parts into one value with spaces and drops empty ones, so a first and last name arrive as a single name you can map to the BytePhase name field.

Question 3

Can different Jotform forms create leads and self check-ins?

Accepted Answer

Yes. BytePhase uses each Jotform form ID to tell forms apart, so one Jotform integration can carry several forms, each mapped separately. For each form you choose whether a submission becomes a lead or a self check-in, and whether to skip or create a new record when the customer already exists. Use Add another form to connect the next one.

Question 4

How do I test the Jotform integration?

Accepted Answer

Open your Jotform preview and submit the form once. The fields are captured in the BytePhase setup wizard, where you map them. Until you press Activate, submissions are only logged as Received and nothing is created. Once active, use Send test on the Activity screen to push a test submission through and confirm a record is created.

Question 5

Where can I see what Jotform has sent to BytePhase?

Accepted Answer

Open the Jotform integration's Activity screen. Every submission is listed with its form, time received, what it created and its status: Successful, Duplicate, Received or Failed. Open any entry to see the raw payload Jotform sent next to the mapped payload BytePhase used. Submission logs are kept for 90 days, then deleted automatically because they hold customer details.

Question 6

Does the BytePhase QuickBooks integration work with QuickBooks Desktop?

Accepted Answer

No. BytePhase connects to QuickBooks Online only. When you click Connect, Intuit's own sign-in window opens, you choose your QuickBooks Online company, and BytePhase then posts records through the QuickBooks Online API. If your books are kept in QuickBooks Desktop, you would need a QuickBooks Online company before you can use this integration.

Question 7

Can I send my existing customers and parts to QuickBooks in one go?

Accepted Answer

Yes. The QuickBooks set-up page has one-time bulk pushes for customers and for parts and services. Before the customer push, BytePhase shows how many customers are not yet in QuickBooks and roughly how long it will take. The push runs in the background and you get an email and in-app notice when it is done. If a customer with the same name already exists in QuickBooks, BytePhase links to that record instead of creating a duplicate.

Question 8

Do customer payments sync to QuickBooks as well?

Accepted Answer

Yes, once you pick a bank account for payments in the QuickBooks account mapping. Each new payment recorded in BytePhase is posted to QuickBooks as a Payment linked to its invoice, and if that invoice has not gone across yet, BytePhase sends it first. Leave the bank account blank to skip payment sync. Only newly recorded payments go across; editing or deleting a payment after it has synced does not change it in QuickBooks.

Question 9

Who in my team can set up QuickBooks, and how do I check the set-up is right?

Accepted Answer

Connecting, mapping and syncing need the Manage QuickBooks Integration permission, which the Admin role has by default and which can be given to other staff. Once connected, the set-up page shows which QuickBooks company you are linked to. The Test mapping button checks your saved accounts against your live QuickBooks chart of accounts and flags any that were deleted, made inactive or changed type, so you can fix them before invoices fail.

Question 10

What happens if I disconnect QuickBooks or switch to a different QuickBooks company?

Accepted Answer

Disconnecting revokes BytePhase's access, clears your saved account mapping and stops syncing. BytePhase deletes nothing in QuickBooks and keeps its links to records already sent, so reconnecting the same company carries on where it left off. If you connect a different company, those old links are cleared so nothing posts against the wrong records. One QuickBooks company is connected per BytePhase workspace, so every business in the workspace syncs to that company.