Integration of RAYNET CRM and Money S3
Automatic transfer of orders and products.
- from CZK 470 according to order number
- Installation and configuration by a Dativery employee (more info): €832
The integration connects orders and products in CRM RAYNET CRM and the accounting system Money S3.
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 Money S3 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 RAYNET CRM operators who keep their accounting in the Money S3 system. The integration is mainly chosen by companies that want to process orders from CRM and possibly ship in an Money S3 environment.
Main integration features
- Automatic connection of the RAYNET CRM application with the Money S3 accounting program.
- Transfer of sales orders and their changes from RAYNET CRM to Money S3 with optional creation of invoices.
- Transfer of product catalog from RAYNET CRM to Money S3.
- Reservation of the ordered goods in the warehouse in Money S3 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).
Warning: The Money S3 API cannot currently update an existing order. Changes to the order after it has been transferred to Money S3 need to be done in the accounting.