What is the data shared with Connec! - SimpleInvoices
Here you will find all the information you look for regarding the data sharing between SimpleInvoices and the other apps of the marketplace
Interesting workflow you can accomplish with SimpleInvoices on our MarketPlace
When I create an invoice in my accounting package, it also appears in SimpleInvoices.
When I create a customer in my CRM, it appears with its details in SimpleInvoices.
Data shared between SimpleInvoices and other apps
CRM and Sales data shared
| Entity shared | From SimpleInvoices to other apps | From other apps to SimpleInvoices | See it on my Impac! Dashboard |
|---|---|---|---|
Company |
|
| |
| Contacts |
|
| Invoice List widget (If invoice is attached) |
| Invoices |
|
| All invoice widgets |
| Organizations |
|
| Invoice List widget (If invoice is attached) |
| Products |
|
| Growth per product widget (if sales behind product) |
Accounting data shared
Entity | From SimpleInvoices to other apps | From other apps to SimpleInvoices | See it on my Impac! Dashboard |
|---|---|---|---|
| Invoices |
|
| All invoice widgets |
| Payments |
|
| Balance sheet widget (accounts receivables / accounts payables are updated) |
| Taxes |
|
|
FAQ
I could not see my Invoice in Xero!
Xero accepts invoices when it is associated with contact. Here in SimpleInvoice, contact is mapped to field person_id, Xero on its side maps only Organizations and not individual contacts, .
Conclusion: At the moment, this integration does not display invoices in Xero (created in SimpleInvoices)
Team Work
All the apps available on Maestrano marketplace share data with SimpleInvoices
However, these three apps are the best matching for SimpleInvoices
Any question? Contact us on support@maestrano.com