In this page, replace all the instances of Unleashed by the name of the app
The title should be "Which data is shared between Unleashed and other apps"
Here you will find all the information you look for regarding the data sharing between Unleashed and the other apps of the marketplace
Interesting workflow you can accomplish with Unleashed on our MarketPlace
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
When I create a Customer or a supplier in Unleashed it is mapped to a Customer or a supplier accordingly in other apps using this information.
When I create a Product in Unleashed it is mapped as an item or product in other applications.
When I create a Sales Order or Purchase Order in Unleashed it is mapped to an Invoice or a Bill in my accounting app (COMPLETED=> AUTHORISED; everything else => DRAFT).
When I complete a Sales Order in Unleashed, the Invoice is validated in my accounting package.
Data shared between Unleashed and other apps
In following sections, add the data shared with Connec! and other apps on the platform:
- Column "Entity shared" => use the name of the entity displayed for the user in the application, update entities or add new entities if necessary
- Columns "From Unleashed to other apps" and "From other apps to Unleashed" => add the corresponding sign to indicate if the data is pushed/pulled to Connec!
CRM and Sales data shared
| Entity in Connec | Entity in Unleashed | From Unleashed to other apps | From other apps to Unleashed | See it on my Impac! Dashboard |
|---|---|---|---|---|
Company |
| |||
| Organization (customer) | Customer |
|
| Invoice List widget (If invoice is attached) |
People (customer) | Customer |
| ||
| Items | Products |
|
| Growth per product widget (if sales behind product) |
| Organization (supplier) | Suppliers |
| ||
| App users | Sales Persons |
|
|
Accounting data shared
| Entity in Connec | Entity in Unleashed | From Unleashed to other apps | From other apps to Unleashed | See it on my Impac! Dashboard |
|---|---|---|---|---|
| Invoices | Sales order |
| All invoice widgets | |
| Invoice (supplier) | Purchase order |
| Balance sheet widget (accounts receivables / accounts payables are updated) | |
| Stock Adjustment | Stock Adjustment |
| ||
| Tax code | Taxes |
|
Inventory data shared
| Entity in Connec | Entity in Unleashed | From Unleashed to other apps | From other apps to Unleashed | See it on my Impac! Dashboard |
|---|---|---|---|---|
| Warehouse |
|
|
FAQ
In the following section add the main limitations / specific information regarding the data mapping of the specific entity as a Question/Answer
Can I connect any version of Unleashed?
The lite version of Unleashed does not allow integration to work with external party, you would need to upgrade if you are using this version. If you are using another plan, you will be able to enjoy the integration with Maestrano.
I cannot find in Unleashed the tax codes I created in another app, is it normal?
Unleashed only pushes tax code to Connec!™ and does not retrieve them from other applications.
I cannot see my suppliers in Unleashed, is it normal? What about my bills?
Unleashed suppliers are read-only, which means that if you create a supplier in Unleashed, it will be shared to other apps, but not the other way around. If you create a supplier in another application and you create a bill associated with this supplier, none of them will be pushed to Unleashed.
Team Work
All the apps available on Maestrano marketplace share data with Unleashed
However, these three apps are the best matching for Unleashed
Quickbooks
Xero
Shopify