Integrations
Connect your apps with CRM and learn more about making the most of our integration capabilities.
By Arthur and 6 others7 authors66 articles
- Our Integration PartnershipsWe are proud to have unparalleled integration with leading Accounting/ERP and Inventory Management Systems. Learn more about our partners!
- Custom Accounts and ERP IntegrationsLearn how to use a custom accounts/ERP integration using the steps in this guide!
- Cloud Integration GuideThis article outlines how our Cloud Orchestrated Integration works.
- Checking the Status of your IntegrationThis article will show you how to check the status of your integration and explains what each status means.
- Troubleshooting common integration errorsThis article outlines common errors that occur on order confirmation and how to resolve them.
- Accessing Customer Accounts within Cloud Accounting & Inventory Management SystemsThis article outlines how to access a customer account within a cloud accounting or inventory management system via the CRM.
- Set up Google reCAPTCHA IntegrationLearn how to set up reCAPTCHA integration for CRM Enquiry Web Forms and the CMS Registration plug-in.
- Setting up Stripe IntegrationStripe allows you to take card payments for orders placed via the CRM.
- Zapier Integration (Preview)It's quick and easy to set up integration to Zapier. Let us show you how...
Access Dimensions
Help and guidence to manage your Access Dimensions integration
- Full integration capabilities for Access DimensionsAn overview of the data fields imported from Access Dimensions into the CRM as part of the integration.
- Access Dimensions installation requirementsTo support the options for Automation and Integration to Access Dimensions, an on-premise installation is required.
Access Financials
Help and guidance for managng your Access Financials integration
- Full integration capabilities for Access FinancialsAn overview of the data fields imported from Access Financials into the CRM as part of the Access Financials integration
- Setting up Integration to Access FinancialsIf you'd like to request for your Free Trial to be integrated to your Access Financials system, follow these simple steps!
Cin7 Core
Help and guidence to manage your Cin7 integration
- Full Integration Capabilities for Cin7 Core (DEAR Inventory)Understand exactly what we integrate between your CRM and Cin7 Core (DEAR Inventory)
- Enable Posting of Cin7 Core (DEAR Inventory) SalespersonLearn how to enable the posting of Cin7 Core (DEAR Inventory) Sales Rep when confirming an order from the CRM to DEAR Inventory.
- Setting up Integration to Cin7 Core (DEAR Inventory)It's quick and easy to set up integration to Cin7 Core, one of our Cloud Inventory Management partner apps. Let us show you how...
- Flag Customers as B2C based on Price Tier (DEAR Inventory/Cin7 Core & Cin7 Omni)This article outlines how to flag customers as B2C based on price tier.
Cin7 Omni
Help and guidence to manage your Cin7 Omni integration
- Full integration capabilities for Cin7 OmniAn overview of the data fields imported from Cin7 Omni into the CRM as part of the Cin7 Omni integration.
- Setting up Integration to Cin7 OmniQuick and easy to set up integration to Cin7 Omni, one of our Cloud Inventory Management partner Apps.
- Setting & Using Cin7 Omni WET TaxThe article outlines how to configure Cin7 Omni's WET tax in the CRM.
- Hints and tips when setting up Cin7 OmniA few hints and tips to guarantee a successful integration with Cin7 Omni!
- Set Default Cost Price Tier for Cin7 OmniThis article outlines how to set the default Cost Price Tier for Products imported in the CRM for Cin7 Omni.
- Identify B2C Customers Based on Cin7 Omni Customer GroupCin7 Omni customers can auto-detect customer accounts that are B2C using Cin7's Customer Group field.
Exchequer
Help and guidance for managing your Exchequer integration
- Full integration capabilities of ExchequerAn overview of the data fields imported from Exchequer into the CRM as part of the Exchequer integration.
- Exchequer Installation RequirementsTo support the options for Automation and Integration to Exchequer, an on-premise installation is required.
- Setting up Integration to ExchequerIf you'd like to request for your Free Trial to be integrated to your Exchequer Accounting System, follow these simple steps!
Factory Master
Help and guidance setting up and managing your Factory Master integration
- Full integration capabilities for Factory MasterAn overview of the data fields imported from Factory Master into the CRM as part of the Factory Master integration.
- Setting up Integration to FactoryMasterIf you'd like to request for your Free Trial to be integrated to Access FactoryMaster, follow these simple steps!
Katana
Hel and guidence to manage your Katana integration
Mintsoft
Help and guidance to manage your Mintsoft integration
Pegasus Opera
Help and guidence to manage your Pegasus Opera integration
- Full integration capabilities for Pegasus OperaAn overview of the data fields imported from Opera into the CRM as part of the Opera integration.
- Pegasus Opera Installation RequirementsTo support the options for Automation and Integration to Pegasus Opera II or 3, an on-premise installation is required.
- Setting up Integration to Pegasus OperaIf you'd like to request for your Free Trial to be integrated to your Pegasus Opera Accounting System, follow these simple steps!
Unleashed
Help and guidance to manage your Unleashed integration
- Sync Unleashed Product AttributesThis article outlines how to sync Unleashed product attributes and will highlight where they can be viewed in the CRM.
- Unleashed Two-Way SyncLearn more about our two-way sync of basic company and contact information with Unleashed.
- Add Unleashed Delivery Method to Quotes & Sales OrdersLearn how to add the Unleashed Delivery Method to Quotes & Sales Orders.
- CRM & Unleashed Integration FAQsWe've answered some of your most frequently asked questions about our integration to Unleashed.
- Setting up Integration to UnleashedIt's quick and easy to set up integration to Unleashed, one of our Cloud Inventory Management partner Apps. Let us show you how...
- Identify B2C Customers Based on Unleashed Sales Order GroupsThis article outlines how Unleashed customers can auto-detect B2C customer accounts by using Unleashed's Sales Order Group field.
- Troubleshoot syncing issues between Access CRM and UnleashedSolutions to common syncing problems with Unleashed and how to resolve them effectively.
- Display Unleashed Customer Type within your CRMDisplaying Unleashed's Customer Type to help segment customers within the CRM.
- Automatic Equipment Creation for Unleashed Sales OrdersChoose which products have equipment items automatically created when sold via the CRM (only available for Unleashed customers).
- Full Integration Capabilities for UnleashedUnderstand exactly what we integrate between your CRM and Unleashed.
- How SKU changes in Unleashed affect Prospect CRMUnderstanding the issues that can occur in Prospect CRM when SKUs are changed in Unleashed and the steps to resolve them.
QuickBooks
Help and guidance to manage your QuickBooks integration
- Full integration capabilites for Intuit QuickbooksAn overview of the data fields imported from Quickbooks into the CRM as part of the Quickbooks integration
- Changing QuickBooks Online Order TypeDecide how CRM orders are confirmed into QuickBooks Online, either as an Invoice or Accepted Estimates.
- Adding QuickBooks Online as a Secondary ConnectionHere's how to add QBO as a secondary connection if your CRM is already integrated to an Inventory Management System like Unleashed.
- Post CRM Quote ID & Customer Reference to QuickBooks OnlineSelect which QuickBooks Online custom fields to post Quote ID & Customer Reference to.
- Integrate to QuickBooks OnlineIt's quick and easy to set up integration to QuickBooks Online, one of our Cloud Accounting System partner Apps.
Sage
Help and guidance to manage your Sage integration
- Full integration capabilities of the Sage 50An overview of the data fields imported from Sage into the CRM as part of the Sage integration.
- Set up an integration to Sage 50Request an integration for Sage 50 from your CRM
- Upgrading Sage IntegrationThis article outlines how to upgrade your CRM connection to Sage when a Sage upgrade has been completed.
- Select Default Sage 50 Cost Price TypeSelect which default Sage 50 Cost Price should be imported to calculate margin.
- Troubleshoot integration issues with Sage 50A comprehensive troubleshooting approach to address common problems and maintain a stable connection with Sage 50.
Xero
Set up and management guides for your Xero integration
- Full integration capabilities for XeroUnderstand exactly what data syncs between your CRM and Xero, and in which direction.
- Setting up integration to XeroConnect your Xero organisation to Prospect CRM and start syncing customers, products, orders and invoices.
- Sync Xero tracking categories and account codesHow Xero’s analysis data flows into Prospect CRM, and how to get the most out of it.
- Hints and tips when setting up XeroPractical advice for configuring your Xero organisation so the CRM integration works smoothly from day one.
- Xero two-way syncUnderstand exactly what Prospect CRM pushes back to Xero, and what it doesn’t.
- CRM and Xero integration FAQsCommon questions about how Prospect CRM and Xero work together.
- Obsolete Products in XeroMark old, inactive products as inactive and obsolete in Xero and CRM
- Set up Secondary Integration to Xero or QuickBooks for Aged ReceivablesSet up your secondary integration to either Xero or QuickBooks for Aged Receivables.
- Adding Xero as a Secondary ConnectionHere's how to add Xero as a secondary connection if your CRM is already integrated to an Inventory Management System like Unleashed.
- Setting up Integration to XeroIt's quick and easy to set up integration to Xero, one of our Cloud Accounting System partner Apps. Let us show you how...