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Here you will find all the information you look for regarding the data sharing between Business Sorter and the other apps of the marketplace


Table of Contents
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Interesting workflow you can accomplish with Business Sorter on our MarketPlace




Data shared between Business Sorter and other apps


CRM and Sales data shared

Entity in ConnecEntity in Business Sorter

From Business Sorter to other apps

From other apps to Business SorterCompany
Entity in ConnecEntity in Business Sorter

From Business Sorter to other apps

From other apps to Business SorterSee it on my Impac! Dashboard






ContactsInvoice List widget (If invoice is attached)Invoices

'Income by Customer' 

(Found here: 

- Sales > Know the customer > Sole source agreements

- Sales > Have a plan > Upselling

- Sales > Have a plan > Invest time wisely)

InvoicesLeadsLeads funnel / Leads list widgetsOrganizationsInvoice List widget (If invoice is attached

)

ProductsGrowth per product widget (if sales behind product)

Accounting data shared

 Accounts Account balance / Accounts comparison widgets

See it on my Impac! Dashboard

Invoices
All invoice widgetsBillsPurchase order list widgetJournalsBalance sheet widget (corresponding accounts are updated)OpportunitiesOpportunity funnel widgetPaymentsBalance sheet widget (accounts receivables / accounts payables are updated)Purchase orderPurchase order list widgetSales orderTaxes

HR data shared

Entity in ConnecEntity in Business Sorter

From Business Sorter to other apps

From other apps to Business SorterSee it on my Impac! DashboardEmployeeEmployees list widgetEmployee salaryEmployees list widgetPay itemPay runPay schedulePay stubTime sheetTimesheets widget (only record the total time worked)Time activityWork locations

Other data shared

Entity in ConnecEntity in Business Sorter

From Business Sorter to other apps

From other apps to Business SorterSee it on my Impac! DashboardTasksProjects













FAQ

  



Team Work 

All the apps available on Maestrano marketplace share data with Business Sorter

However, these three apps are the best matching for Business Sorter