Become A Champion of CRM

Salesforce CRM integration ERP connection

Cloud Data Exchange for Salesforce is a cloud-based integration solution that will revolutionise data communication within your business.

The Salesforce Cloud Data Exchange connector allows you to connect and integrate Salesforce with several other types of business applications such as ERP, Accounting and Ecommerce systems.

The following can be automated using Cloud Data Exchange for Salesforce;

Salesforce CRM Integration Tool

Import and Export Accounts

Automatically transfer account information between Salesforce systems such as your ecommerce, ERP or accounting system, saving you time and eliminating manual errors. This can be new creating new accounts or updates to existing accounts

Export Account Balances

Automatically transfer account balance information straight to your other business systems such as your ecommerce, ERP or accounting system, ensuring you and your customers can always get an accurate and up to date view.

Export Credit Limits

Automatically transfer credit limit information straight to your other business systems, ensuring you and your customers can see when they are approaching their limit.  This will allow you to know when a payment needs to be made or when a customer’s account needs to be put on hold.

Export Pricebooks

Automatically transfer your pricing information straight to your other business systems such as your ecommerce, ERP or accounting system ensuring you get accurate and up to date product pricing and discounts across all platforms.

Export Orders

Automatically transfer orders straight to your other business systems, ensuring you always have an up to date and accurate view. This will also help you process these orders accordingly.

Import and Export Opportunities

Automate the transfer of opportunities between Salesforce and systems such as your ecommerce, ERP or accounting system, ensuring you have an up to date and accurate view of all potential and completed orders.

Import and Export Products

Automatically transfer product information between Salesforce and your other business systems, ensuring your product information is always up to date.

Import Prices

Automatically transfer price information straight from your other business systems to ensure you have accurate and up to date pricing across all platforms.

Become A Champion of CRM with our Salesforce Connector

With the ability to transfer data in real-time, or at customisable intervals, you have full flexibility to control where and when data is transferred.

The Salesforce Cloud Data Exchange connector enables your business to connect to other back-end systems like NetSuite, Sage, Amazon, eBay and Shopify.

  • Streamline and automate processes.
  • Automatically sync accounts and products to your Salesforce system.
  • Export accounts, orders, opportunities and products to other platforms.
  • Receive email notifications for errors that can be resolved in real-time.

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Cloud Data Exchange Integrations

Salesforce
Oracle and NetSuite Data Integration
Data Transfer for Xero Accounting
QuickBooks Data Transfer
Shopify
Magento
Amazon
Sage 200 2016, Sage 200 Extra, Sage One and Sage Live Data Exchange
ebay
FTP - File Transfer Protocol
freshdesk

Cloud Data Exchange is compatible with Sage 200c, 2016, Sage 200 Extra and Sage One