CHICAGO, September 6, 2017 — StarfishETL, a powerful CRM migration and integration solution, released a pre-built integration connecting bpm’online with QuickBooks back office applications.
The integration allows users to view critical QuickBooks data from their bpm’online Account screen. Accessible information includes sales orders, invoices, invoice line items, sales order line items, payment histories, products, and QuickBooks main account details. The forms, schemas, and workflows within the integration make the product easy to install and customize. Users who need to extend the functionality can do so using a codeless map designer.
New customer data entered in QuickBooks is automatically synchronized to the existing account in bpm’online. If no existing account is found, the integration generates a new one. One-way synchronization pushes information from QuickBooks Items to the bpm’online product. From bpm’online, orders with a “won” status sync back into QuickBooks as a sales order.
The integration works with Premier, Professional, Enterprise, Simple Start, and Online versions of the QuickBooks program. All upgrades for StarfishETL and QuickBooks are applied upon their release to ensure maximum integration functionality.
To learn more about StarfishETL’s bpm’online and QuickBooks integration, visit the bpm’online Marketplace.
StarfishETL is a migration and integration framework for businesses seeking simple, risk-free ways to keep more of their customer data as they switch or integrate CRMs. Unlike expensive import/export tools with limited capabilities and scant security, this feature-rich environment connects to CRM, ERP, Marketing, Email, and even specialized programs securely with encrypted firewall.
Bpm’online is a premium vendor of intelligent products that offer unique synergy of BPM technologies and CRM for sales, marketing, service to empower organizations to accelerate time-to-strategy execution. Bpm’online’s product line provides users with the agility to change processes faster than ever and align marketing, sales and service on a single platform. Users love bpm’online’s engaging interface with a social look and feel which helps them be focused on what’s relevant. Bpm’online partnered with TAI (sister company of StarfishETL) in June of 2016.