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

 

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

 

 


 

Data shared between JGID and other apps

 

CRM and Sales data shared

Entity
shared 

From JGID to other apps

From other apps to JGIDSee it on my Impac! Dashboard

Company

 
Contacts

Image Removed

 

Invoice List widget (If invoice is attached)
Invoices

All invoice widgets
Leads  Leads funnel / Leads list widgets
Organizations

Invoice List widget (If invoice is attached)

 

 

Accounting data shared

Entity
shared 

From JGID to other apps

From other apps to JGIDSee it on my Impac! Dashboard
 Accounts 

 Account balance / Accounts comparison widgets

 


 

FAQ

In the following section add the main limitation / specific information regarding the data mapping of this specific entity as a Question/Answer, e.g.:

  

How can I share my customers on Quickbooks with my contacts and organizations in my CRM?

QuickBooks customers can correspond to contacts or organizations in your CRM, and here is how it works:


  • The only field required to register a customer in QuickBooks (and to send it to other apps) is "Display name as"

  • If you do not specify neither the "First name" or the "Last name" of your customer in QuickBooks, Connec! assumes that the customer is only an organization and it creates a new organization in your CRM, with "Display name as" (QuickBooks field) as the "Organization Name"

  • If you specify a "First name" or a "Last name", but do not specify a "Company" for your customer in QuickBooks, Connec! assumes that the customer is only a contact and it creates a new contact in your CRM, with "First name" and/or "Last name" (QuickBooks fields) mapped to "First Name" and/or "Last Name" in your CRM

  • If you specify in QuickBooks, for your customer, a "First name" or a "Last name", and a "Company", then Connec! creates a new contact and a new organization in your CRM, and the contact will be linked to the organization (field "Organization Name" in your CRM, field "Company" in QuickBooks)

  • Fields email, mobile and address are also sent from QuickBooks to your CRM.

 


 

Team Work 

All the apps available on Maestrano marketplace share data with JGID

However, these three apps are the best matching for JGID