Here you will find all the information you look for regarding the data sharing between LegrandCRM and the other apps of the marketplace
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Interesting workflow you can accomplish with LegrandCRM on our MarketPlace
When I create a company in LegrandCRM, the information is shared with the accounting package.
When I create a contact in LegrandCRM, it is shared with marketing application and my accounting package. If a customer is created in my Point of Sales, it is shared in LegrandCRM.
When I create an opportunity in LegrandCRM, it appears in my sales funnel widget in Impac!™.
When I create a product in my inventory or accounting app, it is shared with LegrandCRM.
When an invoice or a payment is created in my accounting package, it appears in LegrandCRM.
On Maestrano, when you create a new user, it creates a new user in LegrandCRM.
Data shared between LegrandCRM and other apps
CRM and Sales data shared
| Entity in Connec | Entity in LegrandCRM | From LegrandCRM to other apps | From other apps to LegrandCRM | See it on my Impac! Dashboard | ||||
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Company | Company |
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| Contacts | Contact |
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| Invoice List widget (If invoice is attached) | ||||
| InvoicesLeads | All invoice widgetsOpportunity | Leads
| Leads funnel / Leads list widgets | Organizations | Invoice List widget (If invoice is attached) | Products | Growth per product widget (if sales behind product) |
Accounting data shared
| Entity in Connec | Entity in LegrandCRM | From LegrandCRM to other apps | From other apps to LegrandCRM | See it on my Impac! Dashboard | ||||||||||||||
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| Accounts | Account balance / Accounts comparison widgets | InvoicesInvoices |
| All invoice widgets | Bills | Purchase order list widget | Journals | Balance sheet widget (corresponding accounts are updated) | Opportunities | Opportunity funnel widget | Payments | Balance sheet widget (accounts receivables / accounts payables are updated) | Purchase order | Purchase order list widget | Sales order | Taxes |
HR data shared
From LegrandCRM to other apps
Other data shared
From LegrandCRM to other apps
FAQ
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| Products |
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| Payments |
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FAQ
New and updated Products/Items aren't synchronizing to Maestrano?
When it comes to Products/Items, LegrandCRM supports one way only synchronization from Maestrano to LegrandCRM. We believe Products/Items should be maintained in respective inventory or accounting app. They are only synchronized to LegrandCRM in order to be displayed in 'Products & Services' list as well as accounting transactions.
Hint: View Products/Items by navigating `Settings` → ` Products & Services`.
Team Work
All the apps available on Maestrano marketplace share data with LegrandCRM
However, these three apps are the best matching for LegrandCRM
Quickbooks Online
Xero
MYOB