Here you will find all the information you look for regarding the data sharing between Business Sorter and the other apps of the marketplace
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 Connec | Entity in Business Sorter | From Business Sorter to other apps | From other apps to Business Sorter | See it on my Impac! Dashboard |
|---|---|---|---|---|
Company | ||||
| Contacts | Invoice 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) | Invoices | ||
| 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 Business Sorter | From Business Sorter to other apps | From other apps to Business Sorter | See it on my Impac! Dashboard |
|---|---|---|---|---|
| Accounts | Account balance / Accounts comparison widgets | |||
| Invoices | 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
| Entity in Connec | Entity in Business Sorter | From Business Sorter to other apps | From other apps to Business Sorter | See it on my Impac! Dashboard |
|---|---|---|---|---|
| Employee | Employees list widget | |||
| Employee salary | Employees list widget | |||
| Pay 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 in Connec | Entity in Business Sorter | From Business Sorter to other apps | From other apps to Business Sorter | See it on my Impac! Dashboard |
|---|---|---|---|---|
| Tasks | ||||
| Projects |
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