Ben Coleman

How does my Amalgam Account Work?

If you’re not familiar the Amalgam platform at all, here’s exactly what you can expect before getting started. Integrations In order to get started, you need an Amalgam Account. This account exists for the purpose of creating and managing Integrations. Integrations are connections to other apps, such as Accounting tools, Selling platforms, CRMs, or Expense …

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Resources Introduction

Resources are Amalgam’s most powerful way of interacting with online data. This article covers important concepts to be aware of when using resources. For support on specific resources, please go to our Resource Support Center. What is a Resource? In Amalgam, a resource is a worksheet that connects directly to data in one of your …

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Resource: Quickbooks Invoices

This article covers the Invoices Resource in detail. If you haven’t yet learned about Resources in general and how to get the most out of them, we suggest you check out our Resources support article first. What is an Invoice? Invoices in Quickbooks represent any Customer Invoice (i.e. AR), but not Vendor Invoices (i.e. AP), …

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How do I add new Integrations?

Amalgam’s functionality relies on Integrations, or connections to other software tools you use in your day-to-day. Each Integration gives Amalgam access to the data contained within a given account, such as an accounting platform, a payroll system, an ecommerce storefront, or a payment processor. You can have any number of integrations, depending on the number …

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How do I install the Excel Plugin?

Start by opening any Excel document (blank or otherwise). If you navigate to the Insert ribbon, there will be a get add-ins option you can click: In the window that pops up, search the “store” for “Amalgam” and click Add on the result you find. After selecting “continue” on the privacy policy, the plugin will …

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