Add here a list of workflows that the user will be able to accomplish with other apps, e.g.:
You can create your contact in vTiger, and attach an invoice to this contact in vTiger, then change the status of the invoice to "Paid" in Quickbooks
Neto's customers and prospects are synchronized with your CRM and accounting package
Neto's products are synchronized with your CRM, inventory system and accounting package
Creation of a sales order in Neto will create an invoice in your accounting package
Receiving a payment in Neto will create an payment in your accounting package, and a closed won opportunity in your CRM
Neto's warehouses and the items they contain are synchronized with your inventory system
In following sections, add the data shared with Connec! and other apps on the platform:
- "Entity shared", use the name of the entity displayed for the user in the application, update entities or add new entities if necessary
- "From NETO to other apps" and "From other apps to NETO" : add the corresponding sign to indicate if the data is pushed/pulled to Connec!
Entity in Connec!™ | Entity in Neto | From NETO to other apps | From other apps to NETO | See it on my Impac! Dashboard |
---|---|---|---|---|
Organization | Supplier | |||
Person | Customer | |||
Product | Item | Growth per product widget (if sales behind product) |
Entity in Connec!™ | Entity in Neto | From NETO to other apps | From other apps to NETO | See it on my Impac! Dashboard |
---|---|---|---|---|
Quotes | Order | |||
Invoices | Order | All invoice widgets | ||
Sales Orders | Order | |||
Payment | Payment | Balance sheet widget (accounts receivables / accounts payables are updated) | ||
Payment Method | Payment Method |
Entity in Connec!™ | Entity in Neto | From NETO to other apps | From other apps to NETO | See it on my Impac! Dashboard |
---|---|---|---|---|
Warehouse | Warehouse |
In the following section add the main limitations / specific information regarding the data mapping of the specific entity as a Question/Answer
As of now, we only map organizations who have the flag “is_supplier” set to true in Connec!
Sometimes, Neto returns this when we are trying to fetch their data with their old authentication system. If you unlink and then relink your account, this issue shouldn't happen anymore.
All the apps available on Maestrano marketplace share data with NETO
However, one of these three apps would be the best match for NETO
Quickbooks
MYOB
Xero