How to integrate your CRM and accounting software with iPaaS

Do you want to save time and improve accuracy by syncing your CRM and accounting software? In this blog post, we will show you how to do that using SmartSuite as the CRM system and Xero as the accounting software.

Why integrate your CRM and accounting software?

Integrating your CRM and accounting software can help you:

• Save time and increase productivity through automation and integration
• Reduce manual duplicate data entry and minimise costly mistakes
• Send invoices efficiently and more accurately to your customers

Full video explanation

How? A possible CRM and accounting integration

Integration between CRM and Accounting

Integration between CRM and Accounting leveraging an iPaaS platform

Integration process diagram between SmartSuite CRM and Xero

The process consists of the following steps:

1. Invoice is marked for processing by the user in the CRM.
2. The iPaaS platform requests the invoice and their line items from the CRM and the CRM returns the invoice data to the iPaaS platform.
3. The iPaaS platform requests the account information from the CRM for the invoice and the CRM returns the account data to the iPaaS platform.
4. The iPaaS platform checks for the matching account in the accounting software.
5. If the account does not exist in the accounting software, the iPaaS platform creates a new account, using the data from the CRM.
6. If the account exists in the accounting software, the iPaaS platform updates the existing account, using the data from the CRM.
7. If the account is newly created, the iPaaS platform updates the CRM with the account id from the accounting software for the account, for future updates.
8. The iPaaS platform creates an invoice draft in the accounting software using the invoice data from the CRM and links it to the corresponding account in the CRM.
9. The iPaaS platform updates the CRM with the invoice ID, number, and URL from the accounting software for the invoice.
10. The user within the CRM can click on the URL of the invoice to open the synchronised matching record.

Productivity gains with automation

Integration process diagram between SmartSuite CRM and Xero - Productivity gain

Tray.io, our iPaaS of choice

Our partner Tray.io is our iPaaS platform of choice!. Tray.io is easy to use, flexible and scalable and can help your business throughout. From an accounting to CRM integration, to anything else your business might need in terms of orchestration, automation or integration.

Tray can help mid-size to large-size businesses, automate and integrate all internal business processes.

Do you want to know more about Tray.io and automation?

Reach out to us about Tray.io for an initial conversation. We will talk about your current business pain points and how automation and integration can be beneficial to increase efficiency within your business.