Integration of CRM and accounting
Automatic transfer of orders and products.
The integration connects orders and products in CRM CRM and the accounting system accounting.
Automatic connection of CRM and accounting will improve the order processing process. The connection will automatically transfer received sales orders from your CRM to accounting accounting including the necessary customer data, reserve the ordered goods in your warehouse and transfer the catalog of goods from CRM to accounting.
Target group
The integration is intended for CRM operators who keep their accounting in the accounting system. The integration is mainly chosen by companies that want to process orders from CRM and possibly ship in an accounting environment.
Main integration features
- Automatic connection of the CRM application with the accounting accounting program.
- Transfer of sales orders and their changes from CRM to accounting with optional creation of invoices.
- Transfer of product catalog from CRM to accounting.
- Reservation of the ordered goods in the warehouse in accounting according to transferred sales orders.
- Support for shipping goods via subsequent shipping systems (e.g. Balíkobot, TouchStore).
- Possibility of manually starting transfers of individual types of data.
- Wide options for setting functionality according to your processes.
- Possibility of custom customization for specific needs.
Frequency of data transfers
All data is transferred automatically through the connection at regular intervals:
- Sales orders are transferred from CRM to accounting either immediately or every 15 minutes.
- Products are transferred from CRM to accounting once a day at night (or at any time on request).
