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


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Interesting workflow you can accomplish with BaseCRM on our MarketPlace

When I create a company in BaseCRM, the information is shared with the accounting package.

When I create a contact in BaseCRM, it is shared with marketing application and my accounting package. If a customer is created in my Point of Sales, it is shared in BaseCRM.

When I create an opportunity in BaseCRM, it appears in my sales funnel widget in Impac!™.

When I create a product in my inventory app, it is shared with BaseCRM.



Data shared between BaseCRM and other apps


CRM and Sales data shared

Entity in Connec!™Entity in BaseCRM

From BaseCRM to other apps

From other apps to BaseCRMSee it on my Impac! Dashboard
Company
People & OrganizationContacts & Leads (with people or organization flag)

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Invoice List widget (If invoice is attached)
Opportunities
Invoices
Deals
All invoice widgetsOrganizationsInvoice List widget (If invoice is attached)Products

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LeadsLeads funnel / Leads list widgets Accounts Account balance / Accounts comparison widgetsInvoicesAll 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 BaseCRM

From BaseCRM to other apps

From other apps to BaseCRMSee 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 BaseCRM

From BaseCRM to other apps

From other apps to BaseCRMSee it on my Impac! DashboardTasksProjects

FAQ

  

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ItemProduct

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Growth per product widget (if sales behind product)
Company

Accounting data shared

Entity in ConnecEntity in BaseCRM

From BaseCRM to other apps

From other apps to BaseCRMSee it on my Impac! Dashboard
Account

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App UserUser

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FAQ

  

My Opportunities/Deals aren't synchronizing to BaseCRM?

BaseCRM does not accept the creation of a Deal if the field "contact_id" is not provided. It can be provided later on and it will be correctly shared. However, it will accept the POST request and to accomplish this, 'lead_id' has to be a real entry in Connec!. If the 'lead_id' is not matched by a Person or Organization, it means that the entry will not be shared with BaseCRM and the Opportunity will never be pushed to their API.

Summary: In order for an Opportunity to pushed and accepted by BaseCRM, 'lead_id' has to be present with reference to real data.


My Products/Items aren't synchronizing to BaseCRM?


BaseCRM accounts have Products disabled by default. In order to correctly synchronize them, the user has to enable the functionality in the Settings page. After being enabled, the products will be shared correctly.

Summary: Enable Products by selecting `Settings` → ` Products` → `enable`



Team Work 

All the apps available on Maestrano marketplace share data with BaseCRM

However, these three apps are the best matching for BaseCRM 

Quickbooks

Xero

Constant Contact