Announcing the Upcoming Integration with Salesforce
We are pleased to announce the upcoming addition of the customer relationship management (CRM) application Salesforce to the CarryTheOne integration platform. The addition will allow businesses and individuals using Salesforce to import their sales into e-conomic, FreshBooks, KashFlow or Xero.
We've done our best to make the integration as robust and flexible as
possible and we've made some significant updates to our core platform for a clear configuration experience. There are multiple ways to handle tax, an option to define payment methods using a custom field in Salesforce (this is useful if you want to record payments under different bank accounts in your accounts software) and similarly a way to identify shipping lines in case you want special handling.
How Do You Want It to Work?
We are in the final stages of a working integration, but it's not too late for suggestions and feature requests. In fact, we want to ask you how you want the integration to work. If you use Salesforce and are interested in this integration, please write to us using our contact form
to tell us your requirements (select "Salesforce Suggestion" as Nature of Request).
How it Currently Works
An opportunity is imported as an invoice in your accounting app when it reaches the desired "trigger" stage, e.g. "Closed Won". If you have chosen to use payment methods, you can select a different trigger stage and other options per payment method. The options you have will depend on the accounts app with which you are integrating.
- Invoice reference: you can enter a custom Salesforce field to use for the order number/reference on the invoice.
- Credit notes: automatically create a credit note in your accounting app if an opportunity reaches a certain stage.
- Set tax per opportunity product line using a Salesforce custom field
- Set tax per product using a Salesforce custom field
- Set tax per opportunity using a Salesforce custom field
- Set a global tax rate in the integrations configuration
- Tax does not apply
For options 2,4 and 5 you can also choose to utilise a custom opportunity checkbox field for exempting certain opportunities from tax.
The custom fields referred to above, if you choose to use them, will probably need to be created in your Salesforce account. This is easy enough to do:
Click on your user name on the top-right of your screen > Setup > under 'App Setup' in the left menu, click Customize > click the type of object to which your adding the field (e.g. Opportunities, Products) > Fields > where it says '[object type] Custom Fields', click 'new'.
If you are interested in trying out our Salesforce integration before it is launched, please get in touch
with us as well. We will shortly open up the integration for testing and send you details of how you can try it out. You will need a free Salesforce Developer account
Labels: accountancy integration, CRM, e-conomic, freshbooks, Kashflow, SaaS accounting, Salesforce, xero