Turn Salesforce Opportunities into Invoices in your Favourite Accounting Application

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.

Features

• 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.

Tax Options

1. Set tax per opportunity product line using a Salesforce custom field
2. Set tax per product using a Salesforce custom field
3. Set tax per opportunity using a Salesforce custom field
4. Set a global tax rate in the integrations configuration
5. 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'.

Testing

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.

Announcing Stock Integration with KashFlow

Dear existing users and prospective users,

We are excited to announce the beta launch of a stock integration feature for our KashFlow integrations. The ability to integrate stock management has just recently been made possible by KashFlow and we have jumped on the heels of this to bring you this much desired functionality.

We praise KashFlow for adding stock management into their product and making this available for integration. This feature is not just sought after but often a requirement for online businesses selling products and so opens up KashFlow to a whole new market of potential users. We are confident that KashFlow will be rewarded for the decision that many other SaaS accounting application providers are hesitant to take.

The stock functionality in KashFlow at the moment is quite basic, but it is on the right track and no doubt, going by their multilateral efforts to improve their product, will see many improvements in the time ahead.

This feature is in BETA

While it is safe to try this feature, if a problem occurs it may cause your integration to stop. If this occurs, you need only to disable this feature in order to resume your integration. We will work to resolve any potential bugs as soon as possible and provide a final release.

e-conomic Added!

We are pleased to announce the addition of e-conomic to our integrations platform for integration with Magento, osCommerce, Zen Cart, CRE and Shopify.

e-conomic is the first of our supported accounting apps with full stock control / inventory as an option. Because of this the configuration is slightly more complicated than with our other integrations (we'll post a technical overview shortly), but most businesses will find this to be small change compared to the benefit of automated stock updates.

e-conomic is a multinational company with offices throughout Europe and already have over 30,000 businesses using their SaaS accountancy software.