As businesses grow, it’s essential to have a robust customer relationship management (CRM) system to manage interactions and transactions with clients. With that said, integrating your CRM with your accounting software is crucial in ensuring the smooth flow of your business operations. Integrating E-conomic with Simply CRM comes in handy.
E-conomic is an online accounting software designed for small and medium-sized businesses to manage their financials with ease. On the other hand, Simply CRM is an all-in-one CRM solution designed to help businesses manage their customer relationships, streamline communication, and increase sales. With these two tools, businesses can manage their accounting and customer relationships in one platform.
In this article, we’ll explore how to connect E-conomic with Simply CRM, the benefits of integrating the two systems, and the steps to follow for a successful integration.
Benefits of integrating E-conomic with Simply CRM
Integrating E-conomic with Simply CRM comes with a host of benefits, including:
Eliminates manual data entry
Manual data entry is not only time-consuming, but it’s also prone to errors. Integrating E-conomic with Simply CRM eliminates the need for manual data entry, as the two systems communicate with each other, allowing for seamless data flow.
Real-time updates
Integrating E-conomic with Simply CRM ensures that all data is up-to-date in real-time, thus improving the accuracy of your financials and customer data.
Improved customer service
With E-conomic and Simply CRM integrated, businesses can access all customer data, including their purchase history, account information, and communication history in one platform, making it easier to provide personalized customer service.
Improved efficiency
Integrating the two systems improves efficiency by eliminating the need to switch between different software systems, thus saving time and reducing the likelihood of errors.
Steps to connect E-conomic with Simply CRM
Connecting E-conomic with Simply CRM is a straightforward process that involves the following steps:
Step 1: Create an E-conomic account
The first step in connecting E-conomic with Simply CRM is to create an E-conomic account. To do this, visit the E-conomic website and sign up for an account. Once you’ve signed up, log in to your account and navigate to the integration section.
Step 2: Generate an API key
To connect E-conomic with Simply CRM, you’ll need to generate an API key. This key allows the two systems to communicate with each other, ensuring seamless data flow. To generate an API key, navigate to the ‘API’ section on your E-conomic account, and click on ‘Create new API key.’
Step 3: Enable the API in Simply CRM
Once you’ve generated the API key, the next step is to enable the API in Simply CRM. To do this, log in to your Simply CRM account and navigate to the ‘Integrations’ section. Click on the E-conomic integration and enter the API key you generated in step 2.
Step 4: Map your fields
The next step is to map your fields. Mapping your fields involves matching your E-conomic fields to your Simply CRM fields, ensuring that the data flows seamlessly between the two systems.
Step 5: Test the integration
After mapping your fields, the next step is to test the integration. To do this, create a test transaction in E-conomic and ensure that it flows seamlessly into Simply CRM.
Step 6: Finalize the integration
Once you’ve tested the integration and everything is working seamlessly, the final step is to finalize the integration. This involves updating your preferences to ensure that all data flows seamlessly between the two systems.
Integrating E-conomic with Simply CRM is a game-changer for small and medium-sized businesses, as it eliminates manual data entry, improves efficiency, and provides real-time updates. By following the six easy steps outlined above, businesses can streamline their operations, provide personalized customer service, and boost their bottom line.