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Technical Queries

What Browser Should I be Using?
What browser should I use? For the best experience, we recommend using the following browsers: Google Chrome Mozilla Firefox Apple Safari Microsoft Ed...
Fri, 14 Feb, 2020 at 5:50 AM
Setting up Xero integration using Zapier
Below are the steps to integrate your Shortlist account with XERO using Zapier: In your Shortlist Account Step 1. Create custom fields that you would like...
Sun, 17 May, 2020 at 9:12 PM
What file types can be used in Portfolios?
Images can be uploaded in the following file types: PNG JPEG Videos can be added to your portfolio from either YouTube or Vimeo by entering the video link....
Fri, 14 Feb, 2020 at 5:53 AM
Troubleshooting tips
Question: Why does the system won't allow me to click on the Submit/Apply button? What to check: Make sure that you have entered all the mandatory a...
Thu, 19 Mar, 2020 at 10:29 AM
Advanced Search Capabilities
Advanced Search Capabilities are used to quickly identify talent based on keywords on a talent's record. Check out the different capabilities you can u...
Fri, 14 Feb, 2020 at 5:55 AM
How to integrate Google Sheets with Shortlist (via Zapier)
In this tutorial, we will focus on adding to Outstanding Payments Amount column in Google Sheets, each time a new invoice in Shortlist is created in Draft s...
Fri, 14 Feb, 2020 at 5:57 AM
How to integrate Quickbooks with Shortlist (via Zapier)
First, you will need to register to Zapier that Shortlist leverages to connect with Quickbooks and thousands of other apps.  In this tutorial, we will focu...
Fri, 14 Feb, 2020 at 5:59 AM
How to integrate Stripe with Shortlist (via Zapier)
In this tutorial, we will focus on creating a new Project in Shortlist, each time there is a New Charge in Stripe. First, you will need to create an accoun...
Fri, 14 Feb, 2020 at 6:00 AM
How to integrate Xero with Shortlist (via Zapier)
In this tutorial, we will focus on creating a paid Invoice in Xero, each time a new invoice in Shortlist is approved. First, you will need to create an ac...
Thu, 2 Apr, 2020 at 12:39 AM
How to integrate Trello with Shortlist (via Zapier)
In this tutorial, we will focus on creating a new Card in Trello, each time a Task is created in Shortlist. First, you will need to create an account on Za...
Fri, 14 Feb, 2020 at 6:01 AM