Skip links
ERP software as flexible as your company.

Telephone advice +49 (0) 441-30 43 76 40

gofilemaker.com

Tips & instructions

FileMaker tips and instructions

FileMaker tips and instructions

On the FileMaker > Tips & Tutorials page, we offer a comprehensive collection of helpful resources and step-by-step instructions for using FileMaker. Whether you're a beginner or an advanced user, you'll find practical tips and tricks to make your work with the FileMaker platform more efficient and productive. This site serves as a central starting point for anyone who wants to learn more about developing FileMaker databases, automating processes and optimizing their FileMaker solutions. In addition to basic tutorials for beginners, we also offer specialized tutorials that deal with advanced features and customization of FileMaker. Our content covers a variety of topics to help you expand your knowledge and get the most out of FileMaker in your organization. Discover valuable information to efficiently design and customize your FileMaker solutions.
Tips and tricks for FileMaker and interfaces
Underestimated tips for FileMaker

Many useful functions in FileMaker often go unnoticed, even though they can significantly improve the workflow. These include, for example, the use of Script triggerswhich automatically perform actions as soon as a certain event occurs, such as leaving a field. Custom Functions are another underestimated option for automating and reusing complex calculations. The Layout objects can be used more effectively if you make targeted use of hidden options such as conditional formatting and object visibility to create dynamic user interfaces. If you integrate these functions into your daily work, you can use FileMaker even more efficiently.

Underestimated FileMaker tips

Connect FileMaker with a REST API and OAuth

The connection of FileMaker with a REST API and the OAuth authentication enables you to exchange data securely with external systems. Using REST API, you can access web services and exchange data between FileMaker and other platforms such as CRM systems, financial tools or databases. OAuth ensures secure authentication by using tokens instead of user data. With the native cURL options in FileMaker and the use of BaseElements or other plugins, you can also retrieve the OAuth token in a custom function and use it to access protected API endpoints, giving you a flexible and secure connection to external systems.

FileMaker and REST-API with OAUTH

Four FileMaker ERP platforms for optimal operating processes.

Request information
Professional ERP software

Connect FileMaker with ABAS ERP

The connection of FileMaker and the gFM-Business ERP Software with ABAS ERP enables seamless integration of both systems to efficiently synchronize data and automate business processes. With the help of RESTful APIs or ODBC-connections, you can exchange customer, inventory and order data between the platforms in real time. This integration combines the flexibility of FileMaker with the robust ERP capabilities of ABAS, providing an optimal solution for organizations that want to run their processes on Apple Mac or other platforms.

FileMaker and ABAS ERP

Connect FileMaker with the Afterbuy API

The integration of the Afterbuy API in FileMaker enables e-commerce data to be managed efficiently and business processes to be automated. With the Afterbuy API, orders, customer data, products and shipping information can be imported directly into FileMaker. This saves time, reduces manual errors and improves order and customer management processes. Thanks to the powerful features of the Afterbuy API, advanced business cases such as managing inventory and updating product information can also be easily implemented in FileMaker. Learn how to import orders and customer data from Afterbuy into FileMaker via the API in our guide.

FileMaker and Afterbuy

Connect FileMaker with Claris Connect

With Claris Connect you can seamlessly integrate FileMaker with external services such as Google Drive or Slack to automate your workflows. This automatically synchronizes data, sends notifications or creates new data records, all without in-depth programming knowledge. This integration helps you to automate recurring tasks and make your processes more efficient.

FileMaker and Claris Connect

Connect FileMaker with the DHL API

The connection of FileMaker to the DHL Business Customer API enables efficient automation of shipping processes. Companies can directly from FileMaker Create, download and save parcel labels. The integration of the API also allows shipments to be tracked in real time and returns labels to be generated. This automation saves time, reduces errors and optimizes the entire shipping process. The DHL API offers various functions, such as the management of shipping options, customs documents and shipping documents, which can be seamlessly integrated into FileMaker. This not only simplifies the shipping process, but also speeds it up.

FileMaker and DHL API

Receive electronic invoices with FileMaker

Receiving electronic invoices will be mandatory in the B2B sector in 2025. This guide to receiving electronic invoices with FileMaker describes the efficient integration and processing of XML-based invoices such as XRechnung and hybrid PDF invoices in ZUGFeRD/Factur-X format. The use of the free BaseElements Plugin for XML parsing. It explains step by step how to read mandatory fields, process invoice items and validate data in order to create a complete and automated solution for electronic invoice processing. Use the MBS and DynaPDF plugin for extracting and processing PDF data from ZUGFeRD and Factur-X invoices.

Electronic invoices

FileMaker Crash Course

Fast and effective FileMaker
learning in 20 chapters.

Participate free of charge

FileMaker with Google Maps and Street View

The integration of Google Maps and Street View in FileMaker offers numerous advantages. Companies can automatically display addresses on maps, plan routes efficiently and calculate distances. Field staff benefit from the visual preview provided by Street View, which makes it easier to prepare for customer appointments. In addition, the integration enables optimized logistics planning and improves the workflow through immediately available geographical information. These functions increase efficiency and make organization within FileMaker solutions much easier.

FileMaker and Google Maps

Connect FileMaker with HubSpot CRM

The integration of HubSpot CRM with the FileMaker or gFM-Business enables efficient synchronization of data between CRM and ERP. This is done by using the HubSpot API and the FileMaker Data API, which establish an automatic and bidirectional connection. Companies can seamlessly synchronize contacts, deals and other business processes, reduce manual data entry and automate workflows. This improves efficiency and enables stronger networking of sales, marketing and business processes.

FileMaker and HubSpot CRM

Connect FileMaker with Lexware

The handover of Postings and vouchers from FileMaker to Lexware can be efficiently designed using the CSV import. The booking data is recorded in FileMaker and exported in a suitable format that is accepted by Lexware. A link is established between the postings and the associated documents to ensure complete documentation. Although Lexware does not currently offer a REST API for direct booking transfer, there are alternative solutions, such as the use of third-party integrations or automation tools. These make it possible to further optimize the process and reduce manual work to a minimum.

FileMaker and Lexware

Connect FileMaker with Microsoft Dynamics

The connection of FileMaker with Microsoft Dynamics 365 enables the seamless exchange of data between the two systems in order to automate and optimize business processes. About REST APIs or ODBC allows data such as customers, orders or invoices to be synchronized and updated in real time. This integration helps you to manage information centrally and improve workflow by efficiently connecting data flows between your FileMaker database and the comprehensive ERP and CRM functions of Microsoft Dynamics 365.

FileMaker and Microsoft Dynamics

Connect FileMaker with Microsoft Outlook

With the integration of FileMaker in Microsoft Outlook you can connect your e-mail and calendar management directly to your FileMaker database. For example, you can automatically send emails from Outlook to FileMaker, create appointments or synchronize contacts. This connection allows you to manage customer interactions and appointments more efficiently by seamlessly exchanging information between Outlook and FileMaker. With a plugin or by using APIs, these integrations can be implemented and thus facilitate the automation of communication and appointment management.

FileMaker and Microsoft Outlook

Electronic invoices with the Mustang project

The Mustang Project is an open source Java library for the creation and processing of ZUGFeRD- and Factur-X-compliant electronic invoices. It can be easily combined with FileMaker to generate invoices in PDF format and automatically embed the required XML data for electronic invoices. In FileMaker, you can collect invoice data, save it as a PDF and generate it using Shell scripts call up the Mustang Project to insert the XML data. The flexible Java library makes it possible to use different formats and profiles such as Basic, Comfort, Extended or Factur-X EN16931 to address. This offers a cost-efficient way of automating electronic invoices and making them legally compliant.

FileMaker and Mustang Project

Connect FileMaker with Sage 100 ERP

The connection of FileMaker with Sage 100 ERP enables data to be exchanged efficiently between the two systems and business processes to be automated. Via the REST API or ODBC allows you to synchronize customer data, orders and inventory, simplifying the management of financial, warehouse and production processes. This integration provides a flexible solution to optimize workflow by combining the strengths of FileMaker with the comprehensive ERP capabilities of Sage 100.

FileMaker and Sage 100 erp

FileMaker ERP software with merchandise management, CRM and billing, flexibly customizable.

More information
Professional ERP software

Connect FileMaker with Salesforce

The connection of FileMaker and the gFM-Business ERP Software with Salesforce enables seamless integration of CRM and ERP data, which significantly optimizes business processes. With the help of the Salesforce REST API or via middleware solutions such as Zapier or Claris Connect customer data, leads and orders can be automatically exchanged between the systems. This integration offers companies the opportunity to keep data consistent, automate recurring tasks and create a central database for more efficient processes.

FileMaker and Salesforce

Connecting FileMaker with SAP S/4HANA

The connection of FileMaker with SAP S/4HANA enables the seamless exchange of data between FileMaker databases and the ERP functions of SAP. This can be done via a REST API take place. By using APIs, you can synchronize data such as customer data, orders or stock levels in real time. The OAuth authentication for secure access to SAP data. Integration can be achieved using specialized plugins or via the native cURL options in FileMaker, enabling automated processes, reporting and data synchronization between the two systems. This improves efficiency and transparency in company administration.

FileMaker and SAP S/4HANA

Connect FileMaker with Zapier

With Zapier you can easily connect FileMaker to hundreds of web applications to automate your daily tasks. Without programming knowledge, you can create workflows that connect FileMaker to services like Trello, Google Sheets or Mailchimp link. Zapier allows you to synchronize data, trigger automatic actions and make tasks more efficient. By connecting FileMaker with Zapier, you save time and improve your productivity by automating recurring processes.

FileMaker and Zapier
FileMaker Tips & Tutorials - Contents

Share this page:

ERP software as flexible as your company.
We will be happy to advise you.

Customizable ERP software for Mac, Windows and iOS.

More info
You are here: FileMaker tips and instructions, Interfaces, Functions