RemoteLink 6.x to Quickbooks Real-time Integration - Project of the Month on Sugar Forge

Congratulations to our Sugar OEM Partner Remotelink

Description of project

This solution provides real-time, bi-directional integration between Sugar 6.x (including on-demand) and Quickbooks. Create itemized QB Invoices directly from Sugar Quotes/Products, synchronize Sugar Account and QB Customer information and much more.

Trove Info
Application Integration, Opportunity Mgmt, Quotes and Products
Development Status 5 - Production/Stable
Intended Audience Other Audience, System Administrators
License Other/Proprietary License
Natural Language English
Operating System OS Independent
Programming Language Other
Sugar Edition Sugar Community Edition, Sugar Enterprise, Sugar Professional
Sugar Versions Version 6.0, Version 6.1

Why are you a leading contributor in the SugarCRM community? What are the benefits that you experience from your involvement?

RemoteLink, a SugarCRM Gold Partner, is new to the SugarCRM community; however, we have been developing custom software and providing infrastructure services since 1995. We hope this project is the start of a long-term and mutually beneficial relationship with the SugarCRM community.

What inspired you to create this project?

We noticed some duplication of effort and some manual data translation in our own internal processes between our SugarCRM and Quickbooks instances. We leveraged this opportunity to make our own internal processes more efficient, and developed the solution as a commercially available product.

What business pain points were you solving specifically?

At various points in the sales cycle, there is data that needs to be transferred from SugarCRM to Quickbooks. In the absence of a true integration solution, this data has to be transferred manually between the two systems. This manual data translation leads to operational delays, errors in translation, and ultimately longer and less efficient cycle times for customers.

Additionally, when sales people need access to real-time financial data about a customer, they require a separate login to Quickbooks in order to obtain this information. This wastes time, as the sales person has to log into a separate system, and money, as additional Quickbooks licenses have to be purchased.

Is there anything that the users should know about those? Something hidden/new in this project? Think of this as an opportunity to describe how it works to a user?

Our base package is designed to perform the most common data translations with the touch of a custom button in SugarCRM. Detailed, itemized Quickbooks invoices are created from the SugarCRM Quote and available SugarCRM Products. Customer information, including account balance and 30/60/90 aging data, are synchronized between SugarCRM and Quickbooks.

Optional packages add automatic, real-time synchronization, and add additional, synchronized data translations between SugarCRM and Quickbooks. Available data translations include:

* Sugar Account/Contact <-> QB Customer
* Sugar Product <-> QB Item
* Sugar Opportunity <-> QB Job
* Sugar Quote (customer-level) <-> QB Invoice, Sales Order, Sales Receipt and Estimate
* Sugar Account/Contact <-> QB Vendor
* Sugar Quote (vendor-level) <-> QB Bill, Check, Purchase Order

What do you want to build next for Sugar?

We plan to release eCommerce, ePayment and Google integrations for Sugar 6.x in the near future.

InterWeave Smart Solutions Integration with SugarCRM 6.0 to Benefit Businesses

By Mini Swamy, TMCnet Contributor

Integration Technologies, is a pioneer in the development of smart solutions for uniting systems, legacy applications, databases, workflows, and Web services, announced an OEM tie-up with RemoteLink, Inc., a SugarCRM (News - Alert) partner providing SugarCRM 6.0, the leading CRM Software for the small-to-medium business (SMB) marketplace.

SugarCRM is the leading open-source software-solution vendor which produces the Sugar Customer Relationship Management system that is now integrated with QuickBooks and other applications. This open-source CRM system is accessible from anywhere in the world 24 hours a day, enabling businesses to be run online.

Robert Clinkert, partner of RemoteLink, Inc., said that undoubtedly, SugarCRM was the best open source system that adequately met the requirements of SMB customers. He also added that the affordable, robust and turnkey CRM solution was now offering extended incorporation with QuickBooks, and other applications, and the partnership with Integration technologies had allowed them to offer InterWeave Smart solutions integration with SugarCRM 6.0 and other products, services and solutions. This wide spectrum of choices allowed customers the flexibility to choose what was right for them.

Bruce Magown, CEO of Integration Technologies agreed that it was a value-priced solution for SMB customers as the partnership would turn out to be extremely beneficial for customers with a leading edge CRM integrated into leading financial applications. The company's smart solutions were easy to adopt as it required no technical skill, and most importantly, the application knowledge that was required was supplied in a configurable form.

There are a variety of InterWeave smart solutions available, including CRM, financial, ERP, e-commerce, billing, telephony, customer service, and more.

RemoteLink, Inc., a cloud computing evangelist, has a demonstrated tradition of enhancing collaboration through web and telecommunications services and a variety of custom hosted IVR solutions for over 15 years.

In a related news release, Integration Technologies, Inc., announced the partnership with Trapp Online, a premier provider of online accounting solutions for small to mid-sized businesses with its My Accounting Cloud QuickBooks Hosting Service.

Mini Swamy is a contributing editor for TMCnet. To read more of her articles, please visit her columnist page.

Edited by Tammy Wolf

New InterWeave Partner - RemoteLink offers Real-time Integration between SugarCRM and Quickbooks

RemoteLink offers Real-time Integration between SugarCRM and Quickbooks

RemoteLink, Inc offers and fully integrates best-in-class, stand-alone, cloud services including: SugarCRM 6.x, Quickbooks, Magento and Google Apps. These cloud services, unified with RemoteLink's leading Internet marketing and search engine optimization systems, combine to create a full-cycle, customizable, cloud computing business platform. RemoteLink, a cloud computing evangelist, has a demonstrated tradition of enhancing collaboration through web / telecommunications services and a variety of custom hosted IVR solutions for over 15 years.

Product White Paper:
Click here to download our white paper: SugarCRM_Quickbooks_Integration Data Sheet

Product Details:
For a quick quote or to discuss solution options with a consultant, please visit http://www.remotelink.com/Quickbooks-SugarCRM-Integration--Quickbooks-CRM, call 800-362-9446, or email us at CloudAnswers@remotelink.com

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