Posts Tagged ‘saasu’

Need your Salesforce Inventory linked to Xero or Saasu?

Want to load data from Xero or Saasu? We’ve added more functionality to our highly successful product, RIO Readymade Inventory Plus. You can now transfer data from Xero or Saasu to RIO Readymade Inventory Plus.   Can I use other csv data files? Yes! The program can also handle any csv file in the required…

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WeDid: Force.com Application and Saasu Integration

Challenges The customer had a custom Force.com application that provided Sales automation, Task & Job management as well as product configuration management. Inventory and Financial management was handled by Saasu. They needed an integration solution that synchronised key information between the systems as well as handling their complex inventory management requirements. The solution was also required to…

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WeDid: Salesforce and Saasu Integration With Multiple Currency And File

Challenges The customer uses Salesforce to track sales opportunities and Saasu as their accounting system. Multi-currency is enabled in Salesforce to track the sales from different transactions. In Saasu, they will track the financial records for each transaction entity located in Australia, New Zealand and Singapore using multiple files. The transactions need to be manually…

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WeDid: Salesforce and Saasu Integration

Challenges Customer uses Salesforce to track sales opportunities and Saasu as their accounting system. When Opportunities are “Closed Won” in Salesforce an Order or invoice was created manually in Saasu. In addition the Contact and Product information is not in sync between the two systems. Solution: Purpose Automate the invoice creation, product and contact synchronisation.…

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Salesforce and Multiple Saasu Company Files Integration

We have recently implemented a customised solution for Salesforce to Saasu integration. This solution does not limit to just single currency or company file as it allows integration between Salesforce and multiple Saasu company files.   When there are transactions coming in from different regions many customers will naturally: track SF transactions by enabling multi-currency…

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Saasu Integration : Generate Invoice Number

When we build an integration with Saasu, you may need to create Invoice/PurchaseOrder. How do you generate the correct Invoice/Purchase Order Number? There are two ways of achieving this:   Method  1: Use Auto Number Instead of putting the invoiceNumber manually, you can let Saasu decide the latest invoiceNumber. This behaviour is applicable to Purchase…

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Integrate Salesforce and Saasu for free

We have just released a new tool on the appexchange that enables Salesforce users to sync your Salesforce Contacts to Saasu Contacts and your Salesforce Opportunities to Saasu Sales Invoices.   Even better, it’s free, check it out here https://t.co/7EMMSEmg.  

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Saasu – Company information via the API

If you are using Saasu and looking to integrate with Salesforce or a CRM that has a Company object, you’ll need to handle this differently with Saasu.  With the Saasu API you are able to create/update a Contact’s Company information via the Contact page as Company in Saasu is not a separate object.  –>  To…

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