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Integrations

IMPORTANT – END OF LIFE (EOL) SUPPORT DOCUMENTATION

Please note that the product(s) or information provided on this page relate to an end-of-life (EOL) product or service that is no longer supported by Neat. This information is provided to assist customers with the continued use of their legacy Neat software implementation. However, this information is provided on an “as is” and “as available” basis without any warranty of any kind. By the continued use of the EOL release version, the customer assumes all risk associated with the use of such version and understands support will not be provided.

For more information, please see our Retirement FAQ’s

You can also find help in our Neat Legacy Support Community

Through Neat Integration Services and the Neat cloud service, you can send information to other applications such as Constant Contact, Campaign Monitor, Google Contacts, Outlook, and Mail Chimp to streamline email campaigns and turn that messy pile of business cards into an organized and efficient digital contacts system. You can also export receipts and reports in file types compatible with tax and accounting programs such as QuickBooks and TurboTax.

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Integrations are only supported by using the Neat Software or through the Neat cloud service. You can see more information on how you can get more out of your data in Neat with Integrations here.

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To take advantage of our Integration options you can sync your data from Neat for Windows or Neat for Mac with a Neat cloud service plan. You can check out the Neat cloud plans here.

Once your data has synced from the software to the cloud, you can check how to setup Integrations here.


Integrations Help!
If need assistance with Integrations, click here to view our troubleshooting guide.