CRM & accounting connectors

If you already run a CRM or an accounting package, SalesPoint360 can keep them in step rather than making you key everything twice.

Accounting

Finance → Accounting connects your accounting system. Authorise the connection, map your accounts, and sales, payments, invoices and bills flow across on a schedule. Sync Log shows what went over and what failed.

Each record syncs once, so a retry after a network problem cannot double-post. QuickBooks Desktop is supported through a file import instead of a live connection, under Settings → QuickBooks Desktop.

CRM

Settings → CRM Sync connects a customer relationship system so customers and their purchase activity appear alongside your sales pipeline. Choose the direction that matches how you work — SalesPoint360 as the source of truth for customers, the CRM as the source, or two-way.

Mapping is the whole job

Take time over the account and field mapping. A sale posted to the wrong account is quiet and cumulative, and unpicking a month of it is far more work than getting the mapping right once. Sync a few days, check them against the other system, then let it run.

Two-way sync and conflicts

When both sides can edit the same record, decide which wins. Two-way syncs generally resolve last-writer-wins, which is fine for contact details and dangerous for anything financial. Keep money one-directional.

Watching it

Check the sync log weekly. Failures accumulate silently, and the moment you notice is usually the moment you need the data — a period close or a VAT return.

Other connectors

Settings → Bank Connections brings in bank transaction feeds for reconciliation. Webhooks and the API cover anything a packaged connector does not.

Note: your business can rename menu items (Settings → POS Configuration → Menu Labels), so the names in your menu may differ from those shown here.