CRM Accounting Integration
With online accounting you can seamlessly create and update customers between your accounting system and CRM, and create invoices directly from your Opportunities. You can also manage your products, services and stock levels using the integration.
You can start with a free trial of the systems – click the logos below to start your account!
Setting up your Accounting Software Integration
Having created an account with your chosen accounting software, to set-up the CRM accounting integration, in your CRM go to Settings / Integrations and open the Accounting Software section.
Click the blue ‘set-up’ button for the accounting software system you wish to integrate with. Then just follow the online instructions to integrate your account.
Manage Custom Fields
To add in your own Reference field into an invoice, go to Settings / System Settings and open the Custom Fields section.
In Custom Fields select the ‘Opportunity’ table. Create a custom field by ticking the ‘Live’ checkbox of an new custom field, e.g. Custom Field 8, and adding a description. In the ‘Type’ field select ‘LedgerReference’ from the dropdown list and save. This will then appear on your Opportunity form and allow you to enter in your own accounting reference.
Importing Data from your Accounting Software
When you choose to import all your customers from your accounting system, you can choose to simply import data from standard fields as below:
- Postcode or Zip
- Contact Name
You can also choose additional Custom Fields to map.