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SugarCRM – QuickBooks Integration

http://www.biztechconsultancy.com/

mailto:[email protected]


Table of Contents 1. Benefits of Integration ......................................................................................................... 3

2. Biztech Solution ................................................................................................................... 3

3. Biztech Integration Gateway ............................................................................................... 5

4. Watch Demo ........................................................................................................................ 8

5. Installation and Cost ............................................................................................................ 8

6. To Get Started ....................................................................... Error! Bookmark not defined.




SUGARCRM - QUICKBOOKS INTEGRATION

Biztech Consultancy provides effective solution with service for the integration of SugarCRM and

QuickBooks.

Our solution for Integration between QuickBooks and SugarCRM allows your accounting and sales teams

to have a complete overview of your business customer critical accounting data from your SugarCRM

system.

1. Benefits of Integration

No more duplicate entries of orders and customers

Improves functional efficiencies through SugarCRM/QuickBooks

Displays instant positive impact to bottom line functioning

Processes customer payment within SugarCRM due to integration with QuickBooks

Once recurring transactions are set up within SugarCRM, they are billed automatically as

scheduled

2. Biztech Solution

- We have developed a Cloud-based SaaS Solution for SugarCRM-QuickBooks Integration as two way

process. We can integrate data from SugarCRM to QuickBooks and vice versa.

- Our Integration covers three modules. We can further do customizations to add in more Modules.

Customer

Product

Invoice

- Our Integration uses:

To receive data from QuickBooks, we used the freely available Web Connector for the

QuickBooks.

We have developed Custom SugarCRM Plugin which needs to be installed in your SugarCRM

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 SugarCRM & QuickBooks and passes it to the other system. When Integration

starts, we first transfer Data from QuickBooks to SugarCRM & then from SugarCRM to

QuickBooks.

Our Gateway uses central DB which stores all the data Temporary 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 SugarCRM Module Communication Protocol

1 Customer Accounts Two way

2 Inventory Item Product(bc_product) Two way

3 Invoice Invoice (bc_invoice) Two way

- With above mentioned Product module can be synced two ways if required by Client.

- Also SugarCRM provides more features to integrate more extra modules with Magento Store if

required by Client.




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




3.2 Customer Module

Complete portfolio of your customer with their specific accounts details is integrated in

SugarCRM

User can view customer profile with details synced.

All activity in QB gets directly reflected in SugarCRM, like First Name, Last Name,

Company, Contact No, Email, Fax, open balance, Credit Limit, Billing Address, Shipping

Address, Account Number, VAT Registration Number, Terms etc. in sync process.




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.




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.

4. Watch Demo

Please watch the demo video for more information on SugarCRM – QuickBooks integration.

Video URL: https://www.youtube.com/watch?v=WrkiokyhHrs



https://www.youtube.com/watch?v=WrkiokyhHrs


5. Packages

Features Basic Advanced

Customers

Sync new created customer between SugarCRM and QB

Sync updated customer info between SugarCRM and QB

Sync shipping & Billing address between SugarCRM and QB

Sync support for 5 custom fields from QB to SugarCRM X

Inventory

Sync new created only Inventory Items from QB to SugarCRM

Sync new created product from SugarCRM to QB

Sync updated only Inventory Items info from QB to SugarCRM

Sync updated product info from SugarCRM to QB

Sync Inventory item quantity on hand between SugarCRM and QB


Invoice

Sync new invoice with line item between SugarCRM and QB

Sync updated invoice with new & modify lines from QB to SugarCRM

Sync updated invoice with only modify lines info from SugarCRM to QB


General




One Time remote setup , configuration & training

Integration gateway access

One Time sync timing configuration (Every 10 mins , 1 hours or once in day,)

One time customer mapping base on Email Address / Name X

One time product mapping base on Manufacturer Part Number X

* Need to manually remove duplication of mapping module data

Support

Quick Email support 9:00 to 19:00 UTC+05:30 X

6. Installation and Cost

- We charge for installation and set-up cost for the Biztech Integration Gateway which includes

installing our SugarCRM 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

7. To Get Started

Contact – Maulik Shah CEO, Biztech Consultancy







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