Monday, 17 Feb 2020

bpm'online and Quickbooks Integration Introduced by StarfishETL

CHICAGO, Sept. 8, 2017 : StarfishETL, a powerful CRM migration and integration solution, released a pre-built integration connecting bpm'online with QuickBooks back office applications.

The integration allows users to view critical QuickBooks data from their bpm'online Account screen. Accessible information includes sales orders, invoices, invoice line items, sales order line items, payment histories, products, and QuickBooks main account details. The forms, schemas, and workflows within the integration make the product easy to install and customize. Users who need to extend the functionality can do so using a codeless map designer.

New customer data entered in QuickBooks is automatically synchronized to the existing account in bpm'online. If no existing account is found, the integration generates a new one. One-way synchronization pushes information from QuickBooks Items to the bpm'online product. From bpm'online, orders with a "won" status sync back into QuickBooks as a sales order.

The integration works with Premier, Professional, Enterprise, Simple Start, and Online versions of the QuickBooks program. All upgrades for StarfishETL and Quickbooks are applied upon their release to ensure maximum integration functionality.

(PRN | 2 years ago)