Create New Rocket Account

[Lorin Cupples]

Thanksagain @bradley.hilton sync worked.

One last thing: How can i delete a workspace? There is an orphaned workspace that was probably created at some point during the first registration of the cloud account. The two workspaces now have the exact same names and data, i want to delete one of them.

Premium users can share their account with a partner as part of their membership! Sharing your Rocket Money account with a partner is now a simple process! It allows you both to manage your finances together, streamlining your budgets, bank accounts, transactions, and subscription reviews all in one place.

Adapt your budget to suit your changing lifestyles. You and your partner can create and modify your budget together. For instance, the partner who does the grocery shopping can set the Grocery budget, while the one who keeps track of bills can set the Bills & Utilities budget. Any changes made by one person will be visible to the other to create a sense of trust and visibility!

Get a comprehensive view of your income and expenses across all bank and credit card accounts that are linked to the app. Together, you can categorize and add notes to expenses, helping you keep a firm grip on your spending.

Create a Smart Savings account to automatically put money towards your savings goals. Together, you can watch your savings increase! For security purposes, only one checking account can currently be linked to Smart Savings goals.

First you will need to setup Zapier. If you don't have a Zapier account, you will need to make one first with the "For Work" subscription. Zapier is a bridge between Estimate Rocket and YouCanBookMe and can also be used to connect your account to other third party services as well. The setup process is broken into three parts:

1.) Go to and login with your Estimate Rocket account owner login - this will give you access to the Estimate Rocket API.

2.) Login to your Zapier account or create a new account if you don't already have one here:

When the confirmation dialog appears, click Accept Invite & Build a Zap, this will connect Estimate Rocket to your Zapier Account. Once finished you can begin creating zaps and start sending information to other applications.

4.) Once you click Continue, and test the step, you need to Add Another Step. Select Estimate Rocket again and this time choose Create Project as the Action. Select your Estimate Rocket account again. Then continue and fill out the fields as shown below. Make sure and use the Owner drop down to select the Estimate Rocket user you want incoming leads to go to.

That should do it. Once you turn on your Zap, each time a client books an appointment on YouCanBookMe, you should get a client and project created in Estimate Rocket. The new projects will show up on your dashboard under Estimate Pending Schedule. Edit the project and you can Schedule the Estimate Rocket appointment based on the information in the Internal Notes.

If you want to be notified when these projects are created, you can use the Estimate Rocket Followup Campaign for the Estimate Pending Schedule step. Set the campaign to Automatic, the days to 0 and select an email template that will not email the client, just the Project Owner.

This Getting Started tutorial is a walkthrough for the overall experience from start to finish using the Rose Rocket API. This guide covers account set up, authenticating your credentials, making your first Rose Rocket request, and then sharing next steps for your integration.

Authenticating in Rose Rocket is for confirming you and your account identity. The Client ID and the Client Secret are important credential values to authorize your application when making requests. These act as the security values to make sure your application and your account are linked together and the connection is protected.

To retrieve these, you have to create a new application under the API settings section in your Account Settings. Navigate to OAuth Applications and select Create New Application. This creates a new application for you to name. In your new application, you have the Client ID and the Client Secret. The end result of the authentication process is a Bearer Token, or an access token. Use this value to make authenticated requests against the Rose Rocket API.

Your application can begin making requests with the correct credentials in place, in this case the OAuth 2.0 bearer token, or access token as your authorization moving forward. Using the token, you can then make API requests to Rose Rocket with the value in the HTTP authorization header. Your authenticated application can create, read, update, and delete objects in your account.

This tutorial covers the first request of creating a new customer. In Rose Rocket, customer data is required to add new objects such as orders and quotes. Use the customerID value whenever referencing this object.

In this next section, this guide covers retrieving information about this specific new customer. The Get customer by ID endpoint requires the ID value. Use that value to replace the objectID in the request URL and retrieve all of the information about this customer. View the sample request below.

With this process complete, you can make other requests and start to increase the scale and complexity of your integration with Rose Rocket. View the suggestions below for next steps in your workflows.

To see the complete Express onboarding flow in action, try the sample end-to-end Express integration before you start building your own. This demo includes an example of a connected account onboarding experience and account management for Rocket Rides, an on-demand marketplace.

Use the Create Account API to create a connected account with type set to express. You can prefill any information, but at a minimum, you must specify the type. The country of the account defaults to the same country as your platform, and the account confirms the selection during onboarding.

If you know the country and capabilities for your connected account, you can provide that information when you create the account. Connect Onboarding then collects the requirements for those capabilities. To reduce onboarding effort, request only the capabilities you need.

You can use HTTP for your return_url and refresh_url while in test mode (for example, to test with localhost), but live mode only accepts HTTPS. Be sure to swap testing URLs for HTTPS URLs before going live.

Set up your refresh_url to trigger a method on your server to call Account Links again with the same parameters, and redirect the connected account to the Connect Onboarding flow to create a seamless experience.

If you have multiple accounts that are not up-to-date with their payments in an Agency account, it could affect turning on other accounts in the Agency account. Even though they can have separate credit cards between them, the Agency is the one financially responsible for any accounts created in the Bing Ads Agency. This could put the Bing Ads Agency on the hook for payments never paid by old clients that are long gone.

To avoid these issues, agencies should always create Bing Ads accounts separately from their Bing Ads Agency. By creating the accounts separately, it allows the Bing Ads Agency to easily unlink accounts, if the need arises.

Now if you ever need to unlink from a client you can easily do so. Plus the master login credentials can be given to the person taking over the account without losing months or years worth of important data. By creating the account separately from your Bing Ads Agency account, any financial concerns or transferring issues are avoided.

The FlickRocket App for Shopify is installed directly from the Shopify App Store. After clicking on Add App to install the App, you can open it under Apps from your Shopify store admin interface and connect it to your FlickRocket account.

If you have already an existing FlickRocket account, you can click on Connect (use my existing account). Alternatively, you can create a new FlickRocket account by filling in your email, selecting a password, and clicking on Connect (create new account).

Since FlickRocket handles the complete content delivery, you always need to create a product in FlickRocket first before you can sync it to Shopify. Depending on your app settings, the Shopify product is created/activated automatically, once you create a new product in FlickRocket.

To create and upload a new product, select the Upload New Product button. It will require you to log in to FlickRocket from where you can set up the new product and upload the content. For more information on creating and uploading products, see Creating a Product in the Usage Guide.

To sync products from FlickRocket to Shopify, select the products from the list and click the Sync products now button. Once the products are created in Shopify, you can edit them and change title, description, pricing, etc.

As an alternative to syncing products to Shopify, you can manually assign the FlickRocket product to an existing product variant. You may want to do this if creating a product manually or adding a digital product variant to a physical product.

To assign the FlickRocket product manually, select and choose Edit on the desired variant. Then choose More Actions>Edit product assignment (FlickRocket) and pick the FlickRocket desired product and license from the dropdown lists.

The Products in Shopify / Manage FlickRocket product assignment section of the Dashboard displays a list of Shopify product variants and the FlickRocket product/license that have been assigned to each variant. Clicking the Manage button allows quick assignment or removal of the FlickRocket product/license assignment.

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