Want to load data from Xero or Saasu?
We’ve added more functionality to our highly successful product, RIO Readymade Inventory Plus. You can now transfer data from Xero or Saasu to RIO Readymade Inventory Plus.
Can I use other csv data files?
Yes! The program can also handle any csv file in the required format.
How does it work?
- Send us an email at firstname.lastname@example.org and we’ll send you the job.
- The upsert uses Skyvva data loader. Skyvva can be downloaded for free.
- Install Skyvva (this app is available on Appexchange).
- Install our job
- Download the data from Xero/Saasu
- Follow the instructions to upload your data to Salesforce.
What if I need some help?
Videos and documentation are available here.
Build on Salesforce features. Can I automate it?
Subscribe to Skyvva and you can email the data to automate the process
We’ve explained the different types of picklist available in our previous blog. This time, we are going to talk about what are the ways to maintain picklist where its value is represented by ID via API.
Usually, we can create a cross-reference table within the integration process to store the picklist values and their corresponding IDs. We can then retrieve the IDs and the matching values via the cross-reference table when needed. However, this approach may require a technical person to maintain the picklist values and IDs, as non-technical person may find it difficult to maintain as it require amending the cross-reference table via the integration process.
Alternatively, we can externalize the picklist cross-reference table within an application instead. For example, when integrating between Netsuite and Salesforce, we can create a picklist cross-reference table in Salesforce to store the picklist values and IDs. When a picklist ID is retrieved from Netsuite, the integration process will be able to retrieve the corresponding values from this table and insert into Salesforce.
With this approach, a non-technical user too can access and maintain the picklist values as well as IDs flexibly.
Check out our Integration Planning guide, it’s simple and should help you get going.
MYOB Accounting Plus and Premier use an underlying data file to hold the records.
In the current versions this is not a relational databae, making traiditional integration difficult.
MYOB have over the years released a series of ODBC drivers. These have allowed programs such as Word and Excel to extract data and in some cases, insert data to MYOB. WDCi have taken this ODBC driver and created connectors for several integration platforms.
These connectors enable the integration of MYOB into nearly any platform or application, whether hosted or on-premise.
With this framework it is now cost effective to have an online eCommerce site integrated directly with MYOB to post order or invoice data and extract product data. Alternatively you can connect your CRM or ERP system into your MYOB accounting system.
The main objects that are typically integrated are:
– Company and individual contact information
– Product (Item) information
– Opportunity and Sales data to an Orders/Invoices within MYOB
– Shopping cart invoice and payment replication to MYOB
Anything in MYOB can be exposed and integrated to a vast array of applications, once you know how. For more information contact us or check out our ReadyMade solutions for pre-built MYOB integration solutions.
The Salesforce to Saasu RIO ReadyMade integration solution now includes payment information updated to Salesforce. Here’s the new application integration process flow:
Looking for more details, check out the product documentation or contact us.
Thanks to www.dryicons.com for the above people icon.
We’ve been working with the Talend Open Studio for some time and we like the product. We’ve expanded our capabilities with an OEM of the Talend ETL product to enable us to build out rapid integration solutions for our customers at a low-cost point. Thanks to Talend for working with us to make this happen, this will enable us to deliver ETL solutions to any market at the right price.