Training Day

Agenda

Schedule Overview

Here's our general plan for the morning session:

  • 9:00 - 10:00 AM: Presentation & Integration Concepts (~1 hour)
  • 10:00 - 10:15 AM: Short Break
  • 10:15 - 11:45 AM: Workshop Part 1 - FileMaker and Trello Integration with Claris Connect (~1.5 hours)
  • 11:45 AM - 1:00 PM: Lunch Break

Afternoon session:

  • 1:00 - 2:15 PM: Workshop Part 2 - FileMaker and QuickBooks Integration (~1.25 hours)
  • 2:15 - 2:30 PM: Short Break
  • 2:30 - 3:45 PM: Continue QuickBooks Integration and Q&A
  • 3:45 - 4:00 PM: Wrap-up and Final Thoughts

Note: We will end promptly at 4:00 PM. The afternoon session will focus on the more advanced FileMaker and QuickBooks integration. We'll adapt timing as needed based on group progress and questions.

Presentation

Deep dive into the why, how, and what to watch out for when integrating FileMaker with other systems. We've broken it down into a few topics with lots of detail as we drill down.

Workshop

In the workshop we will build two integrations. These represent opposite ends of the integration spectrum.

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