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How It Works

Salesforce data is synchronised to Saasu when you click on the Sync Contact button in the Contact or the Sync Opportunity/Sync Payment buttons in Opportunity records.

 

The flow of information – Data Flow

Salesforce Contact and Opportunity data is written to Saasu, see the field mappings for information on what Salesforce Contact and Opportunity fields are written to Saasu.

The information returned from Saasu is as follows:

Contact

  • Saasu Contact Record ID ⇒ External ID field
  • Saasu Contact URL ⇒ Contact URL field
  • Any error that occurred ⇒ Sync Error field

Invoice

  • Saasu Invoice Record ID ⇒ External ID field
  • Saasu Invoice Number ⇒ Invoice Number field
  • Saasu Invoice URL ⇒ Invoice URL field
  • Any error that occurred ⇒ Sync Error field
  • PDF copy of Saasu Invoice ⇒ Stored as an attachment on the Opportunity

Payment

  • Saasu Payment Record ID ⇒ External ID field
  • Saasu Reference ⇒ Reference field
  • Saasu Transaction Date ⇒ Transaction Date field
  • Saasu Payment Amount ⇒ Amount field

 

Are you using Person Account?

Please note that there will be NO “Sync” button available for Person Account. Please see this FAQ for more info.

 

Contact Sync

In Salesforce open up a Contact record:

Contact record before Sync

 

Contact record after Sync

 

Here is the Saasu Contact after it has been synchronised from Salesforce:

Saasu contact record

 

Opportunity Sync

In Salesforce open up an Opportunity record:

Opportunity record before sync

 

Note: You will be able to replace the Tax Code of the Opportunity Line by specifying a tax code in the ‘Tax Code’ field. If it is left empty, RIO Finance will take the Product’s default tax code.

Note: If the Product of the Opportunity Line does not exist in Saasu, RIO Finance will not allow you to proceed to sync the transaction to Saasu. You will receive a warning before the sync.

Option to email invoice to contact before confirming sync to Saasu

 

Opportunity record after sync

 

Here is the Saasu Invoice after it has been synchronised from Salesforce:

Saasu invoice record

 

Payment Sync

In Salesforce open up an Opportunity record that has already been synced to Saasu. Click on the Sync Payment button:

Opportunity ready for Payment Sync

 

Any payments found by the sync will be attached to the Opportunity in the Payments related list.

Opportunity’s related Payment list

 

Payment record detail

 

Item Sync

This Item Sync only creates a link between Items and Products that already exist in Saasu and Salesforce.

Please refer to this FAQ for more information.

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