QuickBooks to SugarCRM Integration as a SaaS Service | SugarCon 2011

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QuickBooks to SugarCRM works with all versions of QuickBooks, locally hosted, cloud hosted or QuickBooks online and all versions of Sugar, including on-demand.

Fully automatic, fully transparent, bi-directional integration (not a plug in).

Increase efficiency and eliminate redundancy and error-prone re-entry of data. Multiple QuickBooks and SugarCRM objects can be synchronized which includes items like:

* QuickBooks Customer / Sugar Accounts
* Sugar Product Catalog / QuickBooks Item
* Aging summary: 30-60-90 and current balance information loads to custom fields in the account object in SugarCRM.
* Fully Itemized Invoices from Quotes: Products and items synchronized between Sugar and QuickBooks which allows fully itemized invoices in QuickBooks automatically from the Quote object once it transitions into a closed state. The synch is bi-directional so we can pull QB invoices over and load then into Sugar quote objects to create historical records for sales and customer service.
* ...and much more

Synchronization can occur nightly or near real-time depending on the speed of the networks and the platforms hosting both QuickBooks and SugarCRM.

Watch for these other valuable integrations from RemoteLink:

* Google to SugarCRM Integration
* Basecamp to SugarCEM Integration
* Magento eCommerce to SugarCRM Integration
* Authorize.net payment gateway to SugarCRM Integration

Presented by Bob Clinkert, VP Operations and Partner, RemoteLink, at SugarCon 2011

Published in: Business
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  • QuickBooks to SugarCRM Integration as a SaaS Service | SugarCon 2011

    1. 1. SugarCRM to QuickBooks<br />Integration<br />1<br />as a SaaS <br />
    2. 2. Personal / Company Information<br />2<br /><ul><li>Bob Clinkert
    3. 3. VP of Operations, RemoteLink, Inc.
    4. 4. Main office in Chicago area (Aurora, Illinois)
    5. 5. 18 employees
    6. 6. Branch office in Southeast Asia (Philippines)
    7. 7. 15 employees
    8. 8. Custom software application development since 1995</li></li></ul><li>RemoteLink’sSugarCRM to QuickBooks<br />3<br />QB2SI<br /><ul><li>Why this solution?
    9. 9. What does QB2SI do?
    10. 10. How does QB2SI work?</li></li></ul><li>Why Integration?<br />4<br />The Problems<br /><ul><li>Inconsistent product and pricing on quotes
    11. 11. Salespeople accessing QB
    12. 12. Customer service accessing QB
    13. 13. Adding Sugar Admin responsibilities to accounting staff
    14. 14. QB Invoices that don't match the signed quotes
    15. 15. Dedicating data entry staff between QB and Sugar
    16. 16. Error-prone
    17. 17. Unnecessary effort
    18. 18. Not timely and results in stale data</li></li></ul><li>Why Integration?<br />5<br />The Ideal Solution<br /><ul><li>Integration that works
    19. 19. Works with your version of QB where it is hosted now
    20. 20. Works with your version of Sugar where it is hosted now
    21. 21. Integration that keeps working
    22. 22. Doesn't crash / go down
    23. 23. Doesn't stop working with new releases of QB or Sugar
    24. 24. Integration that is easy to setup and maintain
    25. 25. Doesn't require you to become an IT expert
    26. 26. Doesn't require you to dedicate vital IT resources
    27. 27. Integration that does the whole job, not just parts of it
    28. 28. If you need quotes to itemized invoices, you don't get anything less</li></li></ul><li>Why Integration?<br />6<br />The Reality<br /><ul><li>Choosing the correct integration solution is important
    29. 29. Once you invest in one solution, its hard to start over
    30. 30. QB is a large, complex, proprietary software product
    31. 31. Does not play nice with other software
    32. 32. Robust integration configuration is complex
    33. 33. Requires expertise in both QB and Sugar
    34. 34. Requires expertise in all versions, all platforms of QB and Sugar
    35. 35. Sugar Quote is a complicated object
    36. 36. No standard way to import/export full set of quote data
    37. 37. SOAP interface unable to create quotes</li></li></ul><li>Why RemoteLink's Solution?<br />7<br /><ul><li>Compatibility
    38. 38. Ease of Use
    39. 39. RemoteLink Owns Setup and Configuration
    40. 40. Supports Data Provisioning / Migration
    41. 41. Fully Featured / Robust Implementation
    42. 42. RemoteLink Custom Software Expertise</li></li></ul><li>What does QB2SI do?<br />Supports All Sugar Versions and Hosting Options<br />Supports All QuickBooksVersions and Hosting Options<br />8<br /><ul><li>Versions: 
    43. 43. Sugar Community
    44. 44. Professional
    45. 45. Enterprise
    46. 46. Hosting: 
    47. 47. On-demand
    48. 48. Local-hosting
    49. 49. Cloud-hosting
    50. 50. Versions: 
    51. 51. QB Pro
    52. 52. Premier
    53. 53. Enterprise
    54. 54. Online
    55. 55. Hosting: 
    56. 56. Local
    57. 57. QuickBooks Online
    58. 58. Cloud-hosting</li></li></ul><li>What Does QB2SIDo?<br />9<br />Fully Transparent and Automatic<br /><ul><li>We do everything (almost)
    59. 59. Setup
    60. 60. Configuration 
    61. 61. Performance tuning
    62. 62. Monitoring
    63. 63. Ongoing synchronization runs automatically
    64. 64. 24x7 monitoring of integration and interfaces</li></li></ul><li>What Does QB2SIDo?<br />10<br />Full Bi-directional, two-way integration<br /><ul><li>Set direction(s) on a per-object basis to match your business processes
    65. 65. One-way: Sugar <-> QB
    66. 66. One-way: QB <-> Sugar
    67. 67. Two-way: QB <-> Sugar</li></li></ul><li>What Does QB2SIDo?<br />11<br />Ongoing Data Synchronization<br /><ul><li>Synchronization interval can be set at:
    68. 68. Once per day
    69. 69. Once every few minutes
    70. 70. Anything in between
    71. 71. Object Synchronization is Independent
    72. 72. Each has its own individual synch interval</li></li></ul><li>What Does QB2SIDo?<br />12<br />Support for 11 QuickBooks Objects<br />Core Objects: <br /><ul><li>Customers
    73. 73. Items
    74. 74. Invoice</li></ul>Advanced Customer Objects: <br /><ul><li>Jobs
    75. 75. Estimates
    76. 76. Sales orders
    77. 77. Sales receipts</li></ul>Advanced Vendor Objects: <br /><ul><li>Vendors
    78. 78. Purchase Orders
    79. 79. Checks
    80. 80. Bills</li></li></ul><li>What Does QB2SIDo?<br />13<br />Custom Fields Supported<br /><ul><li>ALL QB and Sugar Objects</li></ul>Simple Process to Handle Custom Fields<br /><ul><li>Create Custom Field in Sugar or QB
    81. 81. Tell us which field to map it to:
    82. 82. Existing Fields
    83. 83. Custom Field
    84. 84. We create the mapping
    85. 85. Becomes part of the transparent/automated process</li></li></ul><li>What Does QB2SIDo?<br />14<br />Facilitates Initial Data Migration / Population<br /><ul><li>Sugar
    86. 86. QuickBooks
    87. 87. Both</li></ul>Mass Load on a Per-object Basis<br /><ul><li>Populate Sugar objects from QuickBooks objects
    88. 88. Populate QuickBooks objects from Sugar objects
    89. 89. Mass load done prior to launch and/or off-hours</li></li></ul><li>What Does QB2SIDo?<br />15<br />Facilitates Initial Data Migration / Population<br />Object Match Between QB and Sugar<br /><ul><li>Identify text errors in manual data entry between QB and Sugar
    90. 90. Helps ensure the mapping between objects in Sugar and QB is correct
    91. 91. Facilitates data-cleansing efforts</li></ul>New to Sugar? QB2SI gets you migrated fast!<br />
    92. 92. What Does QB2SIDo?<br />16<br />RemoteLink's Custom Software Expertise<br /><ul><li>Member of the SugarCRM Open+ Partner Program
    93. 93. Full Access to Software Codebase and Engineering Team
    94. 94. Benefits with QuickBooks to Sugar Integration
    95. 95. Fixed a long-standing bug in Sugar SOAP-API Quote Creation
    96. 96. Upcoming Invoice History functionality for Sugar Community Edition
    97. 97. Additional Sugar Integrations ComingMore Later in Presentation</li></li></ul><li>Why SaaS?<br />17<br />Lower Costs for the Customer<br /><ul><li>No integration hosting hardware to buy, maintain, upgrade
    98. 98. No administrative effort or staffing required</li></ul>Increased Reliability and Security<br /><ul><li>Fewer outages and performance issues
    99. 99. Security is managed by experts
    100. 100. Transparent software and hardware upgrades
    101. 101. 24x7 Monitoring / Support</li></li></ul><li>How QB2SIWorks…<br />18<br />Core Package<br />Primary Object Peers<br /><ul><li>QuickBooks Customer <-> Sugar Account
    102. 102. QuickBooks Item <-> Sugar Product Catalog
    103. 103. QuickBooks Invoice <-> Sugar Quote</li></li></ul><li>How QB2SIWorks…<br />19<br />Core Package<br />Create fully-itemized invoices in QuickBooks<br /><ul><li>Directly from Sugar Quotes
    104. 104. Transparently and automatically
    105. 105. QuickBooks Customers Match Sugar Accounts
    106. 106. QuickBooks Items Match Sugar Products</li></li></ul><li>How QB2SIWorks…<br />20<br />Core Package<br />A/R Aging Information <br /><ul><li>From QuickBooks into Sugar
    107. 107. Custom Fields Created in Sugar Account Object</li></ul>(Total balance due, 0-30, 30-60, 60-90, over 90)<br /><ul><li>On-going updates roughly every 15 minutes</li></li></ul><li>How QB2SIWorks…<br />21<br />Core Package<br />Initial Data Load of Primary Objects <br /><ul><li>Typically from QuickBooks to Sugar
    108. 108. Load QuickBooks invoice history into Sugar Quotes
    109. 109. Proper Account Association is Made
    110. 110. Load QuickBooks customers into Sugar Accounts
    111. 111. Load QuickBooks items into Sugar Product Catalog</li></ul>Several additional options and data configurations available with core package<br />
    112. 112. How QB2SIWorks…<br />22<br />Advanced Customer Objects<br /><ul><li>QuickBooks Sales Orders <-> Sugar Quotes
    113. 113. QuickBooks Sales Receipts <-> Sugar Quotes
    114. 114. QuickBooks Estimates <-> Sugar Quotes
    115. 115. QuickBooks Jobs <-> Sugar Opportunities</li></li></ul><li>How QB2SIWorks…<br />23<br />Advanced Vendor Objects<br /><ul><li>QuickBooks Purchase Orders <-> Sugar Quotes
    116. 116. QuickBooks Vendors <-> Sugar Accounts
    117. 117. QuickBooks Checks <-> Sugar Quotes
    118. 118. QuickBooks Bills <-> Sugar Quotes</li></li></ul><li>How QB2SIWorks…<br />24<br />QuickBooks Connectivity<br />Network<br /><ul><li>Static, external IP address / domain to server hosting the QuickBooks company file
    119. 119. Port 2080 open to communicate to FLEXquartersQODBC Connector</li></li></ul><li>How QB2SIWorks…<br />25<br />QuickBooks Connectivity<br />Connector Software<br /><ul><li>FLEXquarters QODBC Connector
    120. 120. Does Intuit support this connector?
    121. 121. Yes! In fact, the read-only version is INCLUDED in the Enterprise version!</li></li></ul><li>How QB2SIWorks…<br />26<br />QuickBooks Connectivity<br />Security<br /><ul><li>SSL Encryption and Shared Certificate
    122. 122. Lock down IP addresses to our Integration Servers</li></li></ul><li>How QB2SIWorks…<br />27<br />Sugar Connectivity<br />Network<br /><ul><li>Static, external IP address / domain to server hosting SugarCRM</li></ul> Connector Software<br /><ul><li>Standard SugarCRM SOAP Interface</li></ul>Security<br /><ul><li>HTTPS Encryption</li></li></ul><li>How QB2SIWorks…<br />28<br />Discovery<br /><ul><li>Understand Customer's Current Process
    123. 123. How Sales prepares estimates, quotes?
    124. 124. How Customers get invoiced?
    125. 125. How Sales activity makes it into QuickBooks ?
    126. 126. What objects to be integrated initially?
    127. 127. QuickBooks Version and Hosting
    128. 128. Sugar Version and Hosting</li></li></ul><li>How QB2SIWorks…<br />29<br />Annual Licensing<br /><ul><li>Covers
    129. 129. 24x7 monitoring
    130. 130. Technical support
    131. 131. Integration software updates
    132. 132. Core Package includes three objects
    133. 133. QuickBooks customers, items, invoices
    134. 134. Can substitute any other object for invoices
    135. 135. Additional Objects
    136. 136. Additional license fees apply per object</li></li></ul><li>New Integrations Coming Soon!<br />30<br />Basecamp to Sugar Integration<br /><ul><li>Peer Objects
    137. 137. Sugar Project to Basecamp Project
    138. 138. Sugar Project Task to Basecamp Milestone
    139. 139. Sugar Project Task custom field
    140. 140. Tracks Basecamp ToDo completion
    141. 141. Automatic Basecamp Project Creation
    142. 142. From Sugar Project object
    143. 143. Selectable template field in Sugar Project
    144. 144. Sugar Updated from Basecamp
    145. 145. Transparent, Automatic
    146. 146. 15 minute ongoing updates</li></li></ul><li>New Integrations Coming Soon!<br />31<br />Google to Sugar Integration<br /><ul><li>Google Contacts synched with Sugar Accounts
    147. 147. GMail replaces Sugar Mail
    148. 148. Google Calendar replaces Sugar Calendar
    149. 149. Google Docs auto-created from GMail integration
    150. 150. Sugar integrates with Google Docs in version 6.2!</li></ul>Custom Integrations between Sugar and…<br />
    151. 151. 32<br />Special Conference Pricing<br />Turn in your Business Card!<br />Discovery Fee Waived <br />($300 value)<br />Local QuickBooks Set-up Fee Waived ($500 value)<br />

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