SuiteCRM QuickBooks Integration

Transcription

1 SuiteCRM QuickBooks Integration Page 1 sales@biztechconsultancy.com

2 Table of Contents 1. Benefits of Integration Biztech Solution Biztech Integration Gateway Packages Installation and Cost To Get Started Page 2 sales@biztechconsultancy.com

3 SUITECRM-QUICKBOOKS INTEGRATION Biztech Consultancy provides effective solution with service for the integration of SuiteCRM and QuickBooks. Our solution for Integration between QuickBooks and SuiteCRM allows your accounting and sales teams to have a complete overview of your business customer critical accounting data from your SuiteCRM system. 1. Benefits of Integration No more duplicate entries of orders and customers Improves functional efficiencies through SuiteCRM/QuickBooks Displays instant positive impact to bottom line functioning Processes customer payment within SuiteCRM due to integration with QuickBooks Once recurring transactions are set up within SuiteCRM, they are billed automatically as scheduled 2. Biztech Solution - We have developed a Cloud-based SaaS Solution for SuiteCRM-QuickBooks Integration as two way process. We can integrate data from SuiteCRM to QuickBooks and vice versa. - Our Integration covers three modules. We can further customize our Integration service to add up more Modules. Customer Product Invoice - Our Integration includes: To receive data from QuickBooks, we used the freely available Web Connector for the QuickBooks. We have developed custom SuiteCRM Plugin which needs to be installed in your SuiteCRM copy. We use custom modules for Invoice and Product and default module for Customers. We have developed a PHP based Integration Gateway which runs on our Server. It receives data from SuiteCRM & QuickBooks and passes it to the other system. When Integration Page 3 sales@biztechconsultancy.com

4 starts, we first transfer Data from QuickBooks to SuiteCRM & then from SuiteCRM to QuickBooks. Our Gateway uses central DB which stores all the data temporarily so in case if other system is down, all data is synced well once the destination system is up. - The below table shows the linkage of modules, that can be considered. No. QuickBooks Module SuiteCRM Module Communication Protocol 1 Customer Accounts Two way 2 Inventory Item Product Two way 3 Invoice Invoice Two way We can also integrate more modules SuiteCRM to QuickBooks, if required by the client. Page 4 sales@biztechconsultancy.com

5 3. Biztech Integration Gateway - Our Integration Gateway also provides a GUI which gives up to date information on what data has synced between both the systems. Following are some of the Sections: 3.1 Dashboard Our solution allows Admin to login within the integration gateway and access to dashboard. The dashboard shows the interactive charts and tabs for ease of access to Admin. Sync Issues and Sync Logs can be accessed from the menu for better support Page 5 sales@biztechconsultancy.com

6 3.2 Customer Module Complete portfolio of your customer with their specific accounts details is integrated in SuiteCRM. User can view customer profile with details synced. All activity in QB gets directly reflected in SuiteCRM, like First Name, Last Name, Company, Contact No, , Fax, open balance, Credit Limit, Billing Address, Shipping Address, Account Number, VAT Registration Number, Terms etc. in sync process. Page 6 sales@biztechconsultancy.com

7 3.3 Product Module It offers a complete overview of the accounting/sales and inventory details of any product of specific customer. We have used customized module of CRM with basic details like Item Name, Manufacturer s Part Number, Item Status, UOM, Cost, Sales price, Purchase VAT Code, Sales VAT Code, On Hand (Quantity), COGS Account, Income Account etc. in sync process. Page 7 sales@biztechconsultancy.com

8 3.4 Invoice Module A complete picture of sales and invoice details. It reflects customer name, open balance, contact details, addresses etc. We have used customized module in CRM for Invoice and Invoice lines. If product of Invoice Line exists in CRM, then Invoice Line will be sync. For Invoice Module, we have used basic details like Invoice No. Customer, Customer Message, Ship date, Due date, FOB, P.O Number, Terms, Items, rate, Qty, Amount, Total VAT etc. in sync process. Page 8 sales@biztechconsultancy.com

9 4. Packages Features Basic Advanced Customers Sync new created customer between SuiteCRM and QB Sync updated customer info between SuiteCRM and QB Sync shipping & Billing address between SuiteCRM and QB Sync support for 5 custom fields from QB to SuiteCRM X Inventory Sync new created only Inventory Items from QB to SuiteCRM Sync new created product from SuiteCRM to QB Sync updated only Inventory Items info from QB to SuiteCRM Sync updated product info from SuiteCRM to QB Sync Inventory item quantity on hand between SuiteCRM and QB Sync support for 5 custom fields from QB to SuiteCRM X Invoice Sync new invoice with line item between SuiteCRM and QB Sync updated invoice with new & modify lines from QB to SuiteCRM Sync updated invoice with only modify lines info from SuiteCRM to QB Sync support for 5 custom fields from QB to SuiteCRM X General One Time remote setup, configuration & training Integration gateway access One Time sync timing configuration (Every 10 minutes, 1 hour or once in day,) Page 9 sales@biztechconsultancy.com

10 One time customer mapping base on Address / Name X One time product mapping base on Manufacturer Part Number X * Need to manually remove duplication of mapping module data Support Quick support 10:00 to 18:30 UTC+05:30 X For more information on SuiteCRM QuickBooks Integration, please refer: Page 10 sales@biztechconsultancy.com

11 5. Installation and Cost - We charge for installation and set-up cost for the Biztech Integration Gateway which includes installing our SuiteCRM Plugin & Configuring the Quick Book Web Connector. - We also create account for you in our Integration Gateway which handles all communication between two systems. There is recurring charge to use the Integration Gateway which covers Support & Updates in the Gateway. - We are committed to this integration and will be releasing new version with more enhancements in timely manner. Details Cost(Basic) Cost(Advance) Installation & Setup Cost $599 $999 + Recurring Fees* As per Following Table As per Following Table + Customization Charge As Required As Required Integration Gateway Maintenance and Support Time Period Recurring Charges(Basic) Recurring Charges(Advance) Monthly (1 Month) $40 $60 Yearly (12 Months) $400 $600 * It will start getting billed over after 1 month of implementation. 6. To Get Started Contact Maulik Shah CEO, Biztech Consultancy Page 11 sales@biztechconsultancy.com

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