Carry The One - Automated Accounting
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Salesforce Accountancy Software Integration

Salesforce

Automatically import opportunities from Salesforce into E-conomic, FreshBooks, KashFlow & Xero

  • Eliminate hours of tedious data entry every month to focus your efforts on more productive tasks.
  • Save Money: custom integrations can cost thousands in deployment and support. Instead for a low monthly fee you can enjoy advanced functionality with FREE set-up, FREE upgrades and FREE support.
  • Real-Time fiscal data provides your organisation with a competitive edge.

Features of the integration include:

  • Automatically import opportunities (as invoices) and customer information
  • Easy Set Up – step-by-step instructions are provided
  • Automatically applies payments to the invoices created (optional and configurable)
  • Inventory Support - Automatically match items ordered with items in your accounting application (where supported). If the item doesn't yet exist, it can be created for you automatically
  • Option to define payment methods (using a custom field) for different invoice handling depending on the method used
  • Automatically generates credit notes for opportunities (optional and configurable)
  • Worldwide tax support including Sales Tax, US State Tax, VAT, GST, PST and HST
  • Multiple options to handle tax
  • Multiple currency support
  • Invoices are intelligently matched to existing customer records; if no record is found, a new customer record is created on-the-fly.
  • Extensive yet easy configuration (with contextual help), e.g. option to prevent automatic invoices and/or payments for certain payment methods; option to choose the bank account with which to register payments for each payment method; option to apply a clearing delay to payments (per payment method); etc.
  • Customisation available for specific requirements (contact us for information)
  • FREE Full support and automatic upgrades
 
carrytheone integrates
e-commerce software BigCommerce
Loaded Commerce Magento
MijoShop OpenCart
osCommerce PrestaShop
Salesforce Shopify
Zen Cart  
with
Accountancy Software E-conomic
FreshBooks KashFlow
E-conomic Xero