Tag Archives: saasu

Need your Salesforce Inventory linked to Xero or Saasu?

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?

  1. Send us an email at support@wdcigroup.net and we’ll send you the job.
  2. The upsert uses Skyvva data loader. Skyvva can be downloaded for free.
  3. Install Skyvva (this app is available on Appexchange).
  4. Install our job
  5. Download the data from Xero/Saasu
  6. 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

Case Study: Express Solar implements an end-end solution through Salesforce, Saasu and cloud integration

Challenges

Implement a solution for sales automation, a solution for accounting and nance and integrate the applications. Deliver a cost-eective solution that will scale and enable rapid response to our customers.

Solutions:

  • Salesforce Sales Cloud
  • Saasu online accounting
  • WDCi – Salesforce – Saasu Integration Sync

Read more on the case study.

 

Wedid: Force.com Application and Saasu Integration

Challenges

The customer had a custom Force.com application that provided Sales automation, Task & Job management as well as product configuration management. Inventory and Financial management was handled by Saasu. They needed an integration solution that synchronised key information between the systems as well as handling their complex inventory management requirements. The solution was also required to take Saasu Sales and generate Force.com Opportunities to provide visibility into sales metrics.

Solution:

force.com-saasu

Purpose Deliver a flexible, automated solution to synchronise Product, Contact, Account, Task and Job information. Generate Opportunities from Sales.
Applications Force.com
Saasu
Versions Saasu Online Accounting
Tool Salesforce connector and Saasu Connector
Information Force.com Contact <> Saasu Contact
Force.com Custom Object > Saasu Combo Item
Force.com Contact Task <> Saasu Activity
Saasu Company > Force.com Account
Saasu Sales > Force.com Custom Object
Saasu Sales > Force.com Opportunity
Data Formats XML
Volumes < 3000/day
Process Product management is tracked within Force.com whereas the inventory and financial management is handled by Saasu. When sales are created in Saasu, the integration process will ensure that all products are synced to Saasu. As customers are tracked in both systems, the process will also create a customer if required.Force.com ongoing tasks are synced over to Saasu activities to provide task visibilty for users when logged on in either system.
Schedule < 20 days
Error Handling The user can choose to configure the email alert to receive email error notifications
Complexity Complex

 

Wedid: Salesforce and Saasu Integration With Multiple Currency And File

Challenges

Customer uses Salesforce to track sales opportunities and Saasu as their accounting system. Multi-currency is enabled in Salesforce to track the sales from different transactions. In Saasu, they will track the financial records for each transaction entity located in Australia, New Zealand and Singapore using multiple files.

The transactions need to be manually created in Saasu according to the entity. See the following diagram for illustration:

mult

Solution:

sf-saasu-multiple

Purpose Automate the invoice creation to multiple Saasu files based on the allocated entity for the SF Opportunity contact role
Applications Saasu
salesforce.com CRM
Versions Saasu
Salesforce
Tool RIO Salesforce-Saasu Sync (HTTP Callout and SF managed package)
Information Salesforce Contacts > Saasu Contacts
Salesforce Opportunity > Saasu Order/Invoice
Saasu Payment > Salesforce Opportunity
Data Formats XML
Volumes < 15/day
Process When an Opportunity is ready to be synced to Saasu, user can execute the creation via sync button. Contact and order/invoice are created in Saasu.
Schedule Manual
Error Handling All errors are handled and displayed inside Salesforce.
Complexity Medium

 

Wedid: Salesforce and Saasu Integration

Challenges

Customer uses Salesforce to track sales opportunities and Saasu as their accounting system. When Opportunities are “Closed Won” in Salesforce an Order or invoice was created manually in Saasu. In addition the Contact and Product information is not in sync between the two systems.

Solution:

sf-saasu

Purpose Automate the invoice creation, product and contact synchronisation. Ideally customer will receive an invoice from email automatically
Applications Saasu
Salesforce.com CRM
Versions Saasu
Salesforce
Tool Salesforce-Saasu ReadyMade <Demo>
Information Salesforce Contacts > Saasu Contacts
Saasu Items > Salesforce Products
Salesforce Opportunity > Saasu Order/Invoice
Saasu Order/Invoice Number > Salesforce Opportunity (Invoice Number)
Data Formats XML
Volumes < 15/day
Process When an Opportunity is in the “Closed Won” stage in Salesforce, an order or invoice is automatically created in Saasu. Items in Saasu are created and updated as Products in Salesforce.
Schedule Hourly
Error Handling All errors are handled inside Salesforce.
The user can choose to configure the email alert to receive email error notifications.
Complexity Simple

 

Salesforce and Multiple Saasu Company Files Integration

We have recently implemented a customised solution for Salesforce to Saasu integration. This solution does not limit to just single currency or company file as it allows integration between Salesforce and multiple Saasu company files.

When there are transactions coming in from different regions many customers will naturally:

  • track SF transactions by enabling multi-currency
  • use different Saasu company files with multi-currency to track respective sales

Below is good illustration of the above scenario:

In the given scenario, it raises a dilemma on knowing which transaction shall be synced to a certain company file. Customers may also have preferences in wanting to have transactions created into the company file based on the set of given contacts as Saasu is a contact based application. To overcome the dilemma, we have extended the scope to:

  1. firstly identify the SF contact that will be associated with the respective company file
  2. associate the SF contact with the company file id
  3. ensure the integration will sync the transactions based on the establishment from Step 2

For more technical details, please refer to a case newly published here.

Saasu Integration : Generate Invoice Number

When we build an integration with Saasu, you may need to create Invoice/PurchaseOrder. How do you generate the correct Invoice/Purchase Order Number? There are two ways of achieving this:

Method  1: Use Auto Number

Instead of putting the invoiceNumber manually, you can let Saasu decide the latest invoiceNumber. This behavior is applicable to Purchase Order too. Your request will look like this:

<tasks>
  <insertInvoice>
    <invoice uid="0">
      ...
      <invoiceNumber>&lt;Auto Number&gt;</invoiceNumber>
      ...
    </invoice>
  </insertInvoice>
</tasks>

By using this feature, you should not create duplicate Invoice/Purchase Order.

Method 2: Maintain unique Invoice/PurchaseOrder number in another system

This scenario is applicable if you are integrating Saasu with another system. For example: If you are integrating Saasu with Salesforce, you can use Salesforce Auto-Number custom field to generate the Invoice/PurchaseOrder number. Salesforce will take the responsibility of maintaining the unique Invoice/PurchaseOrder number.

Saasu – Company information via the API

If you are using Saasu and looking to integrate with Salesforce or a CRM that has a Company object, you’ll need to handle this differently with Saasu.  With the Saasu API you are able to create/update a Contact’s Company information via the Contact page as Company in Saasu is not a separate object.
 –> 
To retrieve or create the Company information, we can do this via the Contact Object. In a Contact profile, Saasu utilizes the following elements to associate with the Contact’s Company:
organisationName, organisationAbn, organisationWebsite
Following is an example of a insertContact Request profile which consist of the Company information (see the bold section):
<?xml version=”1.0″ encoding=”utf-8″?>
<tasks>
  <insertContact>
    <contact uid=”0″>
      <salutation>Mr.</salutation>
      <givenName>John</givenName>
      <familyName>Smith</familyName>
      <organisationName>Saasy.tv</organisationName>
      <organisationAbn>777888999</organisationAbn>
      <organisationPosition>Director</organisationPosition>
      <email>john.smith@saasy.tv</email>
      <mainPhone>02 9999 9999</mainPhone>
      <mobilePhone>0444 444 444</mobilePhone>
      <contactID>XYZ123</contactID>
      <tags>Gold Prospect, Film</tags>
      <postalAddress>
        <street>3/33 Victory Av</street>
        <city>North Sydney</city>
        <state>NSW</state>
<postCode>2000</postCode>
        <country>Australia</country>
      </postalAddress>
      <otherAddress>
        <street>111 Elizabeth street</street>
        <city>Sydney</city>
        <state>NSW</state>
<postCode>2000</postCode>
        <country>Australia</country>
      </otherAddress>
      <isActive>true</isActive>
      <acceptDirectDeposit>false</acceptDirectDeposit>
      <directDepositAccountName>John Smith</directDepositAccountName>
      <directDepositBsb>000000</directDepositBsb>
      <directDepositAccountNumber>12345678</directDepositAccountNumber>
      <acceptCheque>false</acceptCheque>
      <customField1>This is custom field 1</customField1>
      <customField2>This is custom field 2</customField2>
      <twitterID>Contact twitter id</twitterID>
      <skypeID>Contact skype id</skypeID>
      <saleTradingTerms>
        <type>1</type>
        <interval>7</interval>
        <intervalType>1</intervalType>
      </saleTradingTerms>
      <purchaseTradingTerms>
        <type>2</type>
        <interval>14</interval>
        <intervalType>1</intervalType>
    </purchaseTradingTerms>
    <defaultSaleDiscount>15.75</defaultSaleDiscount>
    <defaultPurchaseDiscount>12.50</defaultPurchaseDiscount>
    </contact>
  </insertContact>
</tasks>
For example, when creating/updating a Contact, the operation would use the organisationName value to find for matching Company Name and if there is no match, the defined Company will be created in Saasu instead.