Bizlinc

Description

Cloud Builders builds web-based applications for business. Our suite of applications and connectors introduce the concept of ‘holistic, connected CRM’ to Salesforce.com customers by extending fantastic sales automation processes with operational and management applications.

Their loyal customers include financial firms, service delivery companies, bakers, electricians, green energy, telecommunications, clothing & retail, government and wholesale, manufacturers, drop-shippers and many others in-between.

They believe in fast, responsive customer service and simple, efficient user experiences and the power of connecting core business applications in order to minimise unnecessary data handling.

The Bizlinc to Saasu connector is available to Cloud Builders customers at a fixed annual organisation-wide price (not a per-user licence price). More pricing information can be found on the Cloudbuilders pricing page.

This connector solves the issue of 360 degree integration between CRM, Sales, Operations and Accounting. By leveraging the functionality of Bizlinc and connecting this to Saasu, businesses can take full advantage of cloud-based enterprise solutions.

So what the connector do exactly? From the outset, we didn’t want to simply develop a solution that only synchronised basic CRM data between the two systems, rather we set out to ensure complex accounting, inventory and account information was all seamlessly synced in BOTH directions. The following data displays exactly which object data is pushed to Saasu and the Saasu data pulled into Bizlinc (this is quite technical – but it provides a good insight in to the comprehensive level of synchronisation that can be achieved).

Screenshots

Features and Benefits

Account / Contact Synchronisation

Contact/Account -> Company/Contact

• Contacts and Accounts are only pushed when associated to records eg Invoices, Purchase Orders, Items
• The connector checks if Contact and Account exist in Saasu by First Name, Last Name, Account Name
• If only a Contact exists with no Account, then only a Contact is created in Saasu

Contact/Account <- Company/Contact

• Contacts and Companies are only pushed when associated to records eg Invoices, Purchase Orders, Items
• The connector checks if Contact and Company exist in Bizlinc.
• If only a Contact exists with no Company, then only a Contact is created in Bizlinc
• If only a Company exists with No Contact then an Account and Contact is created in Bizlinc and the Contact pushed back to Saasu

Account/Contact <- -> Company/Contact

• Two-way updates on existing Account & Contact records in both systems.

System Table Synchronisation

Tax Codes <- Tax Codes

• Contacts and Accounts are only pushed when associated to records eg Invoices, Purchase Orders, Items
• The connector checks if Contact and Account exist in Saasu by First Name, Last Name, Account Name
• If only a Contact exists with no Account, then only a Contact is created in Saasu

Financial Accounts <- Chart of Accounts

• Saasu is the source of all Chart of Accounts
• Chart of Account sync is ONE WAY for Create / Update and Delete to ensure Saasu is the master source
• Saasu has Default equity Chart of Accounts used when an Chart of Account has not been allocated to a transactions – these are also created in Bizlinc
• Bank Accounts and Default Bank Account are managed in Saasu and updated in Bizlinc

Items -> Items

Production Items -> Combo Item

• Items from Bizlinc will only push to Saasu when attached to a records eg Invoice, Purchase Order Production Run
• Inventory Levels will not push from Bizlinc – a stock take in Saasu will need to be done to update Inventory levels.
• TIP:It is best to create Inventory related items in Saasu with stock levels and push to Bizlinc

Items <- -> Items

• Items from Saasu will push to Bizlinc on Creation
• All non COMBO items in Saasu will push to Bizlinc with a type of ‘Product’
• Inventory Levels will push from Saasu to Bizlinc
• TIP: It is best to create non inventory items in Bizlinc eg Service, Agreement and push to Saasu

Items <- -> Items

Production Items <- -> Combo Items

Items Stock on Hand & Avg Cost <- Items Stock on Hand / Avg Cost

• Two way updates on existing records

Invoicing and Payments

Invoice -> Sales Order/Invoice

• Once an Invoice is pushed any updates are one way Bizlinc to Saasu (excluding delete)
• Saasu Sales Order created if not enough stock on hand for Inventory Items

External Invoice ID <- Invoice ID

• The connector will return the Saasu Invoice ID back to Bizlinc. This can be used as a reference or link in Bizlinc to the Invoice in Saasu
• Payments (Multiple) <- -> Payments (Multiple)
• Payments can be created in either Bizlinc or Saasu. The design leverages the Bank Feed feeds in Saasu and update the Amount owing in Bizlinc.

Purchase Orders & Receipting

Purchase Order -> Purchase Order

• Receipt in Bizlinc any Purchased Order raised. Once an Purchase Order is receipted it will be pushed to Saasu for payment
• Once an Purchase Order is pushed any updates are one way Bizlinc to Saasu (excluding deletes)

PO Reference <- PO Reference

• The connector will return the Saasu Purchase Order ID back to Bizlinc. This can be used as a reference or link in Bizlinc to the Purchase Order in Saasu

Production Runs / Builds

Production Run -> Combo Item Build

Item Stock on Hand & Avg Cost -> Item SOH / Avg Cost

PO Reference <- PO Reference

• The connector will return the Saasu Purchase Order ID back to Bizlinc. This can be used as a reference or link in Bizlinc to the Purchase Order in Saasu