iCount
iCount is a cloud-based business management and accounting platform that provides tools for invoicing, inventory, CRM, and expense tracking
With the iCount app in Make, you can manage expenses, inventory, clients, docs, CRM, and Punch integration in your iCount account.
Requirements
To use the iCount app in Make , you must have a paid iCount account. You can also start with a free trial. For subscription information, refer to the iCount pricing page.
Connect iCount and Make
To get started, you must first create a connection between iCount and Make, allowing the two services to communicate.
To create the connection, you need to:
Obtain your user credentials in iCount
Before you create the connection in Make, you should first obtain user credentials (Username and Company name) in your iCount account.
To obtain the Username and Company ID:
Log in to your iCount account.
Click on your profile icon in the top-right corner. You'll see:
- Company: NAME. where NAME is your Company name.
- User: NAME, where NAME is your Username.
You can also find this data in the email received from iCount after your registration.
Copy the Company and User NAMES.
You'll use these values in the Username and Company Identifier connection fields in Make.
Create the connection in Make
Once you have your iCount Username and Company name, you're ready to create the connection in Make.
To create the connection:
Log in to your Make account, add an iCount module to your scenario, and click Create a connection.
Optional: In the Connection name field, enter a name for the connection.
In the Username field, enter the Username you copied from your iCount account.
In the Company Identifier field, enter the Company name you copied from your iCount account.
In the Password field, enter the password from your iCount account.
Click Save.
If prompted, authenticate your account and confirm access.
You've successfully created the connection and can now use the iCount app in your scenarios. If you want to make changes to your connection in the future, follow the steps here.
iCount modules
After connecting to the iCount app, you can use the following types of modules to build your scenarios.