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Batchbook Integration

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  1. On the “Your Account” page, select the “Email Settings” tab.

  • Find your personal Batchbook email address in the middle of the page, it should be large font and highlighted in blue. Copy this email address.
  • Click the check box on the green CRM button in Yesware when composing an email.
  • Paste your Batchbook personal email into the Yesware textbox.