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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

 Coming soon...

 

 

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

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Contacts
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Invoice List widget (If invoice is attached)
Invoices
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All invoice widgets
Leads  Leads funnel / Leads list widgets
Organizations
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Invoice List widget (If invoice is attached
)Products  Growth per product widget (if sales behind product
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Accounting data shared

Entity
shared 

From JGID to other apps

From other apps to JGIDSee it on my Impac! Dashboard
 Accounts 
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 Account balance / Accounts comparison widgets
Invoices

 

 

All invoice widgetsBills  Purchase order list widgetJournals  Balance sheet widget (corresponding accounts are updated)Opportunities  Opportunity funnel widgetPayments  Balance sheet widget (accounts receivables / accounts payables are updated)Purchase order  Purchase order list widgetSales order   Taxes   

HR data shared

Entity
shared

From JGID to other apps

From other apps to JGIDSee it on my Impac! DashboardEmployee  Employees list widgetEmployee salary  Employees list widgetPay item   Pay run   Pay schedule   Pay stub   Time sheet  Timesheets widget (only record the total time worked)Time activity   Work locations   

Other data shared

Entity shared

From JGID to other apps

From other apps to JGIDSee it on my Impac! DashboardTasks   Projects   

 

 

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

FAQ  

Coming soon...

 

 

Team Work 

All the apps available on Maestrano marketplace share data with JGID

However, these three apps are the best matching for JGID