In this guide, we'll walk through how to link your FS account(s).
If you do not see your FS company listed, please contact us by calling 1-888-466-6080 (Option 2) or writing us an email at success@tractionag.com.
You will need your Patron/Customer Account Number(s) for the connection. This number can be found in the top right corner of your FS bill.
You will need a Traction Pro Account to take advantage of the FS integration to automatically sync your bills to your Traction account. If you are currently on a Basic or Plus package, please contact our Sales team at 1-888-466-6080 (Option 1) to explore upgrading to a Pro package.
Navigate to Tools > Integrations in the left side menu and select the FS button.
The FS modal will now be available. Select Connect to continue.
- Enter your Patron/ Customer Number (this can be found in the top right corner of your FS bill)
- Select the appropriate Entity in Traction.
- Select the Traction Contact for the FS company or add a new Traction Contact.
- Select the appropriate FS Company from the drop down. *Note: If you do not see your FS Company in the drop down, please reach out to our Success team at 1-888-466-6080 (Option 2) or by email at success@tractionag.com.
- Enter your Sync Start Date.
The Sync Start Date will be used as the start date for bills coming in to your Traction Business Account.
If you have another Patron/ Customer Account you would like to add, click on the Add Another Patron/Customer Account Number below the current row and repeat steps 1-5.
Review your selections and click the Save button. A dialog box will appear prompting you to select I Agree to consent to your chosen FS company or companies sharing billing information to Traction Ag for this integration. Please note that if you do not select I Agree, you will not be able to proceed with using the FS billing integration.
Once the system has created your connection with FS, you will see a check mark next to the FS integration option.
You will also see an Import Queue menu options appear in the Accounting section of the left side menu.
You are all set to bring in your FS bills!
Please note the integration is a multi-step process, it may take some time for the first bills to pull into Traction.