by SugarCRM

Sugar Integrate for QuickBooks Online (QBO) expands the automation of the quote to cash process to provide sellers with a 360 view of customer financial history from Quickbooks Online within SugarCRM. At a glance, the integration synchronizes Customer information, sales orders, Invoices, Payments and Currency information between the systems enabling improves sales process automation, sales efficiencies, and building longer term customer satisfaction.

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Key Integration Features

  • Bi-directional sync between Sugar Accounts and QBO Customers
  • Automatic creation of an estimate in QBO, from closed accepted quote stage in Sugar
  • Invoices and Payments synced back to Sugar from QBO
  • QBO Items are synced to Sugar product templates
  • Customers and Accounts modules are enabled by default
  • Enabling / disabling of the integration flow (based on customer preference) for: Inventory/Items
    Invoices/Payments

Solution Benefits

  • Eliminates duplicate data entry and redundancy
  • Streamlines operations and automates the order fulfillment process
  • Facilitates better sales rep decisions and customer conversations with customer purchase and payment history within the CRM platform
  • Access critical customer, sales, billing and other ERP data right inside their CRM user interface.
  • Enables better management decisions with full visibility of the sales process from lead to cash

Reference Model

QBO V2 Reference model.png

Integration Capabilities

Accounts

  • The integration will allow a bi-directional sync between Customers (QBO) and Accounts in SugarCRM.
  • Based on a timer workflow, when modified records are found in since the last integration run time in QBO, the account record in Sugar will be updated to match that of QuickBooks.

Product Templates

  • QBO products and services (items/inventory) will sync one way to SugarCRM Product Template.

Estimate

  • An estimate is created in QuickBooks online when the quote status is “Closed Accepted” in SugarCRM.
  • The quote syncs one way from Sugar to Estimate in QuickBooks online. The estimate can then be converted to an Invoice within QBO. The invoices are synced back to Sugar at a specified polling interval.

Invoice

  • New or modified invoice records found in QBO will be synced to SugarCRM Invoices module.

Payments

  • New or modified Payment records found in QBO will be synced to SugarCRM Payments module.

Currency

  • QBO Currencies will sync to SugarCRM Currency module.

Integration Prerequisites

  • A SugarCRM instance
  • A QuickBooks online account with full API access
  • Sugar Sell v11.0 & above or Sugar Enterprise v11.0 and above
  • Sugar’s QBO installable package for adding custom Sugar field(s)
  • Sugar Integrate license for QBO
  • Sugar dedicated user license for the integration

Integration Limitations

  • A SugarCRM instance
  • A QuickBooks online account with full API access
  • Sugar Sell v11.0 & above or Sugar Enterprise v11.0 and above
  • Sugar’s QBO installable package for adding custom Sugar field(s)
  • Sugar Integrate license for QBO
  • Sugar dedicated user license for the integration

Configuration and Setup

QBO COnfig.png

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