Integrate SugarCRM with accounting software.

[paolodina]

Hi all, I'm quite new in the CRM world. Glad to have found SugarCRM, it seems a very interesting product!

Internally to our company we are using an accounting software developed in Java, that exposes some functionalities via webservices.
Is is possible in some way to interface it with SugarCRM?

TIA,
Paolo

[PrimalBlue]

SugarCRM is very SOAP friendly (web services) and with a few modifications it would have not trouble interacting with any other web service.

Without knowing your end goal, it'd be hard to provide additional details. But in short, yes it can be integrated with other web services.

[SugarLoveJp]

This is actually a nice topic. It would be great if SurgarSales data being compatible
with third party accounting softwares, it would boost up our business. I hope to hear
from the officials soon!!

[clint]

Hi there all-

Yes, Sugar is very SOAP friendly and call easily exchange information with other systems through SOAP.
We've had a fair amount of interest in integrating with Quick Books for sharing account/contact information as well as order information. Is that what you had in mind?

Regards,

[longreach]

I tthink one or two charts on the Dashboard of financial metrics pulled from the database of one of the most popular small business accounting packages would be very well received - in addition to syndicating CRM data to the Accounting software. Not sure who is market share king in SMB/SME accounting these days - QuickBooks? Simply Accounting?

I think the key is always to remain complementary to the accounting function, not to get right on top of it. But an integration of executive data view and drill-down capability steers clear of that danger., while making the Dashboard a more comprehensive company overview.

I think charts on the Dashboard should be on collapsible tabs - each one expanded when it is needed.That will leave room for many more in future.

[paolodina]

Hi clint, hi *.

CRM interconnected to accounting software, and in general CRM used as a specialized GUI for accounting software opens a world of possibilities, from accomplish basic tasks to complex business processes like order fulfillment.

Thanks you all for the valuable opinions, in the near future I'll bug you again asking some technical details/hints, maybe in the most appropriate "Developer" list.

Paolo

[ROIson]

This is a great topic. Has anyone completed an integration to a financial system? If so which sytem - Quickbooks, Great Plains...?

Thanks,

Randy Olson

[engelbert]

wow, I am actually looking for a way to tie in the crm to quickbooks. I simply want sales staff to creat a quote/sales order to import it into quickbooks.

[alexie0830]

Hi Everyone,

Actually, there are quite a few products on the market that will provide you with CRM+Accounting, these types of processes are called Quote to Cash, Opportunity to Cash or even as far as Campaign to Cash...
A few of the vendors that provide such capability is Oracle, SAP, PeopleSoft, GreatPlains.
Oracle has products for small companies that calls Oracle Small Business Suit, and you have about 120 modules from Accounting to Inventory, Cash management, Business Intelligence , etc.... everything is realtime...
Also, if you are a larger company you could use Oracle interprise Suit.... SAP is only for large companies... Where is GreatPlains concentration is around small to mid markets.... GreatPlains will provide you pretty much the same thing that Oracle will provide but in Microsoft Format.

If i understand this application correctly (SugarCRM) , it has been designed only for the sake of keeping information such as customer base, some items and high level opportunity details for a very basic company...
If you have a little more complexity around pricing calculations or you would like to actually track P&Ls and Ballance Sheets, check your inventory (kanban, cicle count, costing and montly allocations) this is definitely not the software.

I think this software has the potential to become close to mini - mini - mini Siebel, but i would strongly recommend for developers to take a look at the functinalities what Siebel has to offer and get an understanding of how it would tie in an overall process of the company....

So far, i havent been able to enjoy this Product as having many problems with installation... But from what i have seen from the demo, its a good product for a very small company , possibly start up.

Hopefully developers didnt get offended...
I hope that you appreciate my two cents from fella Techy (4 years at Oracle Development)

Regards,
Alexie

[fryguy]

Keep it open source and intergrate it with TurboCash via TurboCash Extension/Plug-in.