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Docket Connector

Descrição

Docket is a user-friendly software that takes the sweat out of tracking, communicating, and invoicing to simplify the way your team works.

Gravity Forms

If your website uses Gravity Forms to collect payments, this plugin will create invoices for your customers within your Docket account, saving you even more time and ensuring accurate data entry.

Learn more about Gravity Forms’ eCommerce functionality here:

About Us

We are Ki Design LLC, located in Ohio, USA.

We launched the Docket software as a service (SaaS) in 2018, and we’re delighted to regularly help small and large organizations. Check out some of these testimonials:

The one simple app that covers everything

Docket took my business from a cluster of paperwork that didn’t work to one simple app that covers everything. Anyone in the service industry shouldn’t be attempting business without it.”

I could not believe how easy it was to use

I got my company converted over from a previous product within a few hours. Kelsey was so accommodating. She walked me through the whole process. Now I am up and running. It is so easy to use!

Read more at https://www.yourdocket.com/testimonials

This plugin is offered by Docket itself and is not a third-party plugin.

Neither the Docket service nor its parent company are affiliated with Rocketgenius, Inc. or its Gravity Forms product.

Ecrãs

  • The "Docket Connector: Invoice" Gravity Forms Add-On settings (not form-specific)
  • The "Docket Connector: Invoice" form-specific feed message if the Docket API key has not been entered.
  • The "Docket Connector: Invoice" form-specific feed message if the form does not have any pricing/commerce fields.
  • The "Docket Connector: Invoice" form-specific feed settings, including field mapping.
  • An example note added to a Gravity Forms form entry indicating a successful sending of the form submission to Docket's API.
  • The single entry admin screen's count of attempts to send data to Docket's API and the button to (re)send to Docket manually.

Instalação

This section describes how to install the plugin and get it working.

  1. Install the plugin:
    1. Go to wp-admin > Plugins > Add New menu and search for “Docket Connector”, then click to install.
    2. Alternatively, at the same menu area, manually upload the docket-connector.zip file instead of searching.
    3. Or, via SFTP, upload the unzipped docket-connector directory to the /wp-content/plugins/ directory.
  2. Activate the plugin:
    1. Visit wp-admin > Plugins.
    2. Find the Docket Connector plugin in the list.
    3. Click its “Activate” link.

Perguntas frequentes

What does this plugin do?

This plugin sends data from successful Gravity Forms submissions that have at least one Pricing Field to Docket’s Invoice API, adding a new invoice within your Docket account.

If your form requires online payment, Gravity Forms won’t consider it a successful submission (and therefore this plugin won’t be able to send the data to Docket) unless the payment is successful.

How do I set up and start using this plugin?

  1. Connect your WordPress site to Docket:
    1. Make sure you have this plugin and the Gravity Forms plugin installed and activated.
    2. Go to wp-admin > Forms > Settings > Docket Connector. If you don’t see this, you haven’t activated all required plugins.
    3. Login to your Docket account and visit your account’s Integrations (Account > Settings > Integrations tab).
    4. Click to generate and copy your API Key for WordPress.
    5. Back at your WordPress site’s Gravity Forms settings, paste your API Key, and save.
  2. Map the fields for each Gravity Forms form you want to send data to Docket:
    1. Create a Gravity Forms form for collecting payments, such as with PayPal or Stripe.
    2. Once your form is ready, go to the form’s Settings > Docket Connector.
    3. Click to add a new “Docket Connector: Invoice” feed.
    4. Map the Gravity Forms fields to the Docket invoicing fields, and save.
  3. Try it out:
    1. Publish your form somewhere on your site.
    2. Submit a test or real payment.
    3. Check your Docket account’s invoices to confirm it worked as expected.
    4. Contact Docket’s Support (from within your Docket account, while logged in) if you run into any troubles.

How do I temporarily disable sending data to Docket?

You could deactivate the plugin to be 100% sure it’s not able to affect anything on your site.

Alternatively, while the plugin is still active, you could uncheck the “Globally Enabled” option in the main Gravity Forms settings (not a form-specific feed setting). While this is unchecked, none of your forms with mapped fields will send any data to Docket – so don’t forget to re-check the box when ready.

To disable just one form’s data feed to Docket, go to that form’s settings > Docket Connector: Invoice > then toggle the data feed’s enabled/disabled option, as appropriate. Again, don’t forget to re-enable it when ready.

Is there a cost to use this plugin?

There’s no cost for this plugin, but you will need an active Docket account (paid or free trial), and you will need the Gravity Forms plugin, which is not free.

You will need Gravity Forms’ “Pro Add-Ons” level subscription to access their payment gateway add-ons to receive payments for your invoices.

How do I get support?

Login to your Docket account, then use the menu items available to chat or email with Docket Support.

Be sure to include a link to your Gravity Form on the front-end of your website (e.g. https://example.com/a-purchase-form-link/).

It can also be helpful to go to wp-admin > Forms > System Status > and “Copy System Report” to send your full system details to Docket Support.

Avaliações

Este plugin não tem avaliações.

Contribuidores e programadores

“Docket Connector” é software de código aberto. As seguintes pessoas contribuíram para este plugin:

Contribuidores

Traduza o “Docket Connector” para o seu idioma.

Interessado no desenvolvimento?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Registo de alterações

Format: https://keepachangelog.com/

1.1.2

  • 2021-02-22
  • Changed – Protect against double-sending invoices to Docket caused by version 2.10 of the Gravity Forms Authorize.Net Add-On.
  • Fixed – No longer disallow manually (button click) sending invoices to Docket if there was a prior successful send.

1.1.1

  • 2021-02-17
  • Changed – Product field line items now include the field’s Label in addition to its Value. The Value was all that was sent previously.

1.1.0

  • 2021-02-06
  • Added – Ability to create Docket Task upon successful submission.
  • Added – Ability to map a Sales Rep field.
  • Added – Support for fields from Gravity Perks eCommerce Fields: Discount, Subtotal, Tax.
  • Added – Ability to map a tax amount field, whether or not from the above plugin.
  • Changed – Billing Address field is no longer required to be mapped.
  • Fixed – Avoid fatal for fields that could be mapped to a non-array field type (e.g. ‘text’) or an array field type (e.g. ‘name’, ‘address’).

1.0.1

  • 2021-02-02
  • Added – Retry sending the invoice data to the Docket API for Gravity Forms payment gateways that add the Payment Amount upon entry update (not entry creation).
  • Changed – Convert all API data to string values to avoid json_encode() float conversions becoming long strings, even though Docket API was already handling them sufficiently before.

1.0.0

  • 2021-01-11
  • Initial version.