quickbooks suitecrm integration
SuiteCRM is conceptually designed open source Customer Relationship Management (CRM) software solution, to enhance business growth and provide excellent customer experience to its users. This software platform provides beneficial features to sales, marketing and customer service departments which helps businesses to grow, retain as well as satisfies their customers.
It gives its users appropriate perception to base crucial business decisions, plan actions and strategies. It helps to improvise business sales by enabling companies to encourage and strengthen conversions, turns sales leads into customers, and adds innovative edge in product development and customer care. SuiteCRM is a open and free CRM based software, and so users are able to reduce their expenses by almost 80 percent. By using this software, businesses are successful in engaging with their prospective clients and also existing customers at every point of contact and have optimized all business opportunities. It helps businesses in building business process models and can create flexible and automated actions which can be activated to operate at any time. It helps users in creating sales pipeline models and assists them in designing template customer quotes, regulates as well as control pricing strategies, monitoring the progress of leads and maintains contract renewals.
Integration of QuickBooks and SuiteCRM
For successful integration of QuickBooks and SuiteCRM, ionCube Loader version 4.0 or above is required. It will work with QuickBooks Online version and will not work beyond the scope of SuiteCRM and QuickBooks. The integration will be performed with the limitations and advantages of QuickBooks API.
In addition, SuiteCRM provides the support of Smackcoders support team, which will help and assist users in installing
QuickBooks SuiteCRM Integration.
Users are required to download the zip file based on their PHP version. After downloading it, do extract the zip and then go to Import folder -> qb_suitecrm.zip
Now, users should go to Admin > Module Loader
Next, select qb_suitecrm.zip file and then click Upload button
Configuring the Scheduler
Users should go Admin > Scheduler and then click “Create Scheduler”
Now, users should fill the form and then select Job as “QuickBooks Suite” and set interval more than 5 minutes.
Configuring QuickBooks with SuiteCRM
Now, users should Choose All→ Suite QuickBooks Integration.
If users are installing the package for the first time, then users are supposed to connect with their QuickBooks Online account. As this is a one-time configuration, users can easily configure by clicking on the button to connect with their QuickBooks Online account. Subsequently, users will be directed to their QuickBooks account, where they have to login, sign in and authorize their account to complete the connection.
With SuiteCRM QuickBooks Integration, users can bi-directionally sync their contacts, invoices, quotes and products between their SuiteCRM and QuickBooks online accounts. The integration is securely performed with the support of QuickBooks API. This module allows users to perform schedule sync and instant sync. In schedule syncing, users will be enabled to queue any number of sync process which can be triggered at non-peak to improve server performance.
By using Plugin, it becomes easier to integrate QuickBooks Invoice, Products and Customer in SuiteCRM, as it bi-directionally sync contacts, products and invoices from QuickBooks to SuiteCRM and updates data automatically.
1. Creating Contacts in QuickBooks from SuiteCRM
Users should create one contact in SuiteCRM.
Thereafter, do open detailed view of contact and then click on ACTIONS tab.
Next, users will be getting an option of Create to QuickBooks, if this contact is not created in QuickBooks.
The same contact gets created in QuickBooks account.
Syncing Contact from QuickBooks to SuiteCRM
From QuickBooks, contacts will be created in SuiteCRM in two conditions,
- In QuickBooks, a new Contact is created
- In QuickBooks, an existing Contact is edited
The same contact gets created in SuiteCRM account.
Syncing Product from QuickBooks to SuiteCRM
From QuickBooks, Product will be created in SuiteCRM in two conditions,
- In QuickBooks, a new Product is created
- In QuickBooks, an existing Product is edited
The same Product gets created in SuiteCRM account.
Syncing Invoice from QuickBooks to SuiteCRM
From QuickBooks, Invoice will be created in SuiteCRM in two conditions,
- In QuickBooks, a new Invoice is created
- In QuickBooks, an existing Invoice is edited
It should be noted that if contact related to this invoice does not exist in SuiteCRM then it will create a new contact in it. Likewise, if product related to this invoice does not exist in SuiteCRM then it will create a new product in it.