Now you can integrate your accounting system with 探花精选 CRM using the 探花精选 accounting extension API. You can also use one of the four apps already built using the accounting extension API, including 探花精选-built apps for QuickBooks Online and NetSuite, as well as third-party apps for Xero and Nubox.
When you use the to connect your accounting system with 探花精选, you get a suite of standard out-of-the box functionality including the ability to:
- Create an invoice from a quote or a deal in 探花精选, then send that info to the connected accounting system
- See select invoice data in 探花精选
- Associate existing invoices with a 探花精选 contact, company, or deal
- Associate tax codes to products
- Sync multiple currencies
- Sync contacts into 探花精选 from your accounting system
It’s not only important for you to have a full view of your business in one place — it’s also important for your customers’ experience with your company to be delightful from beginning to end. Unfortunately, many companies don’t connect their front office customer data with the back office, leaving your customers with a disjointed, less-than-optimal experience.
Now with the accounting extension API, you can connect your back office accounting systems to 探花精选 and tie invoice data to your daily marketing and sales efforts.
At 探花精选, we know connecting your back office and front office data is critical to delighting your customers while growing your business. That’s why we created this API — to empower you and our global partners to build custom solutions that work best for you and your business — no matter the accounting system that you use.
Create a New Invoice in 探花精选 & Add Existing Invoices
The accounting extension API comes with out-of-the-box functionality to create an invoice in 探花精选 and send that data to the connected accounting system. This includes:
- Contact and product matching
- Line-item editing
- Description
- Unit price
- Discounting
You can also create an invoice directly within 探花精选 via a 探花精选 quote or deal and associate historical invoices to a 探花精选 contact, company, or deal. Global companies will also be able to associate tax codes to products and sync multiple currencies. You can also sync contacts from your accounting system to 探花精选. The six contact properties that will be updated are:
- Fax number
- First name
- Last name
- Mobile phone number
- Phone number
Trigger Workflows, Build Lists, and Create Reports with New Invoice Deal Properties
This update also introduces an all-new “invoice” deal property in 探花精选. That means you can trigger workflows, run reports, and target lists based on the invoice deal property.
For example, create a workflow that sends a follow-up email to customers who have not paid their invoices by the due date. Or, build a workflow that sends a celebratory Slack message to your team each time you collect a payment. If you’re a sales rep, you want to make sure the deals you close actually end up bringing money into the company. You could use the invoice deal properties to create custom reports so you (and your management) have full visibility into the income you’re bringing into the business.
The new invoice deal properties include:
- Invoice amount billed
- Invoice recipient
- Invoice number
- Invoice status
- Invoice due date
All the features above are available in the accounting extension API.
Premier Accounting Apps
In addition to the accounting extension API, you can also use one of the four apps already built using the API:
- : Built by 探花精选, this app is now live and includes all of the functionality available for the accounting extension API outlined above.
- Built by 探花精选, this app is now in public beta and includes the ability to sync NetSuite contacts into 探花精选 and add existing NetSuite invoices into 探花精选.
- Built by Xero, this app is now live and can create Xero invoices within 探花精选, send contacts from Xero to 探花精选, and more.
- Built by Nubox, this app is now live and can add existing Nubox invoices into 探花精选.
The accounting extension API is now live and available in all languages for 探花精选 users and developers. For individual apps, please see app listing pages in the 探花精选 App Marketplace for more details on required products or tiers of 探花精选 necessary for use.
Check out to learn more about using your accounting software with 探花精选.