Training Day

Goals

Frankly we couldn't do justice to this topic in three days. But we are going to give our best shot.

Workshop Goals

  • Gain high-level exposure to integration terminology, patterns, and concepts
  • Build hands-on experience through practical exercises with FileMaker, Claris Connect, and other tools
  • Develop practical patterns and techniques to apply to your own integration projects

Hands-On Component

  • Work on real integrations using your own files and FileMaker Server
  • All materials available after the workshop for future reference
  • Exercises structured for various skill levels

Skill Levels and Exercises

  • Beginner/Intermediate: Claris Connect integration (simpler, accessible to all)
  • Intermediate/Advanced: QuickBooks Online integration (more complex FileMaker implementation)
  • Support available throughout for all skill levels
  • Focus on completion within your comfort zone - not finishing is perfectly fine

FileMaker and Trello Integration

Casual Integration Example

  • Event-based integration using webhooks
  • Built with Claris Connect
  • Characteristics:
    • Streamlined setup with minimal complexity
    • Lower stakes data exchange
    • Quick implementation with acceptable trade-offs

FileMaker and QuickBooks Integration

Enterprise-Grade Integration Example

  • Comprehensive approach using polling and webhooks
  • Built with FileMaker's native HTTP capabilities
  • Characteristics:
    • Financial data with high accuracy requirements
    • Transaction management and error handling
    • Security and validation protocols

Support Resources

  • Workshop instructors available for assistance
  • Supplementary documentation for independent learning
  • Flexible pacing to accommodate different learning speeds

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