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Set-Up & Integrations
Connect OCC with external systems such as CRMs, financing platforms, measurement providers, and manufacturer tools. Configure data syncing, document push/pull behavior, and user mapping.
- How to Sync Users with CRM Integrations in the Estimator
- Why does 'Assigned To' revert back to a previous rep when I change it here?
- Why Aren’t Appointments Coming Over for a Specific User?
- Who pays the transaction fees for customer payments?
- Understanding OCC, CRM, and CompanyCam Integration Conflicts
- Integrated Payments in One Click Contractor
- One Click Payment Fees
- How to Sign Up for One Click Payments
- Authorizing One Click Payments with a Merchant ID
- Configuring One Click Payments Settings
MarketSharp
ImproveIT360
- Can Changes Made in OCC Sync Back to i360?
- ImproveIt360 Lightning Integration FAQ
- ImproveIt360 Classic Integration - Jobs
- ImproveIt360 Classic Integration FAQ
- One Click Contractor and ImproveIt 360 Classic
- One Click Contractor and ImproveIt 360 Lightning
- ImproveIt360 Integration - Data Mapping
- ImproveIt 360 Integration with One Click (Classic Only)
- ImproveIt360 Classic Integration Configuration
- ImproveIt360 Lighting Integration Configuration
Salesforce
LeadPerfection
Sales Rabbit
JobNimbus
Job Progress
Acculynx
ServiceMinder
Measurement Providers
EagleView
ProVia
FeneTech
- FeneVision Web Setup - iPad Only
- FeneVision Web (HomeGuard) - Importing a Quote into an Estimate
- Fenetech Integration Setup
- FeneTech Integration Expectations
- Setting up and Configuring the One Click / FeneVision WEB Integration V1
- FeneVision Web - Creating a Quote in One Click Contractor
- FeneTech Integration Expectations
CompanyCam
Webhooks
- Estimator webhooks FAQ
- Webhook Documentation - Estimator
- Estimator Webhook Setup Overview
- What Is a Webhook and How do They Interact with OCC
- What Webhooks Can and Cannot Do
- How to Configure Webhooks in One Click Contractor Estimator
- Webhooks with Chris Thornberry
- Setting up Zapier and One Click Contractor
- Hooking up One Click Contractor and Hatch using Zapier