What is the data shared with Connec! - SimpleInvoices


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


Interesting workflow you can accomplish with SimpleInvoices on our MarketPlace

When I create an invoice in my accounting package, it also appears in SimpleInvoices.

When I create a customer in my CRM, it appears with its details in SimpleInvoices.




Data shared between SimpleInvoices and other apps


CRM and Sales data shared

Entity
shared 

From SimpleInvoices to other apps

From other apps to SimpleInvoicesSee it on my Impac! Dashboard

Company


Contacts

Invoice List widget (If invoice is attached)
Invoices

All invoice widgets
Organizations

Invoice List widget (If invoice is attached)
Products

Growth per product widget (if sales behind product)



Accounting data shared

Entity
shared 

From SimpleInvoices to other apps

From other apps to SimpleInvoicesSee it on my Impac! Dashboard
Invoices

All invoice widgets
Payments

Balance sheet widget (accounts receivables / accounts payables are updated)
Taxes





FAQ  

I could not see my Invoice in Xero!

Xero accepts invoices when it is associated with contact. Here in SimpleInvoice, contact is mapped to field person_id, Xero on its side maps only Organizations and not individual contacts, .

Conclusion: At the moment, this integration does not display invoices in Xero (created in SimpleInvoices)




Team Work 

All the apps available on Maestrano marketplace share data with SimpleInvoices

However, these three apps are the best matching for SimpleInvoices  

Any question? Contact us on support@maestrano.com