Add CRM Module "Customer" to Accounting Customer" Automatically.

Home Forums Accounting Add CRM Module "Customer" to Accounting Customer" Automatically.

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    • #7588
      CyberLoft
      Participant

      Currently, we have to go “around the world” to create an Accounting Module Customer from a CRM Customer.
      Even if the CRM Contact has the Status of “Customer”, it is not found as a “Customer” in Accounting.

      We have to:
      1. Go to the CRM Module and locate the e-mail address listed in the CRM Customer.
      2. Go to the Accounting Customer Tab and Add Customer
      3. Type in the e-mail address from the CRM Customer
      4. Agree to Import the CRM Customer as an Accounting Customer
      5. Save the new Accounting Customer
      6. Go to the Accounting Sales Tab and create a new Invoice.
      7. THEN we can select the Accounting Customer for use with our Invoice/Sale.

      WHEW! A lot of steps given todays technology. I guess I could simply write a DB script to pull the data automatically when I change the STATUS to Customer in the CRM, but I would have thought WP ERP would do that.

      Is it possible at all to have it where an Accounting Module Customer is automatically created when we change the Status for a CRM Contact from, Lead or Opportunity to Customer?

    • #7593
      Shawon Chowdhury
      Moderator

      @cyberloft,
      Thanks for your post.
      Your steps are perfect for now. But we do have a plan to add an automation in future so that whenever a new customer is added in CRM, it will also be added in Accounting. Hope we will add this feature in WP ERP by this month.

      Cheers 🙂

      • #8781
        CyberLoft
        Participant

        Also, from your reply, you mention that “when a new ‘CRM Customer’ it adds it as an Accounting Customer as well. Will the new functionality ONLY add the CONTACT when the Life Stage is changed to Customer in the CRM or will it simply add it when ANY NEW CONTACT is added to CRM?

      • #8904
        Shawon Chowdhury
        Moderator

        @CyberLoft,
        I think logical will be to add a customer in Accounting automatically when a customer (life stage = customer in CRM -> Contacts) is added in CRM -> Contacts.

        And we are expecting that this feature will be available by this month.

        Thanks 🙂

    • #8432
      adaniieel
      Participant

      Good morning, I’m also interested in implementing this functionality. I will be following up on the subject, and knowing when to launch this update. Good job, this week we are assigning a developer to start evaluating paid plugins, but we want to make sure the standard system is fully functional.

    • #8480
      Shawon Chowdhury
      Moderator

      @adaniieel,

      Thanks for writing. You will be surely notified once this functionality is available in WP ERP. And that is going to happen very soon!

      Cheers 🙂

    • #8780
      CyberLoft
      Participant

      Any updates on this functionality? I’m trying to avoid having to write our own script :). If not already available (did not see anything new), is there a tentative date as to when this might be available?

      Thanks
      CyberLoft Technology Solutions
      Atlanta, GA

      • #8905
        Shawon Chowdhury
        Moderator

        @cyberloft,
        You are right. This feature is not available till now.
        We are expecting that this feature will be available by this month.

        Cheers 🙂

    • #9299
      MEHDI MOUSSA
      Participant

      Hi any news about this feature 🙂 ? thank you

    • #9301
      CyberLoft
      Participant

      Yes, we are anxiously awaiting this. I was wondering why you would need to “separate” the CRM and Accounting database with regard to “Customer Information”.

      When a CRM Contact is changed to “Customer” the CRM Customer Information fields in their existing table could simply become accessible TO THE Accounting Module instead of using a separate table. I would not have a problem with making it mandatory that all customer information edits be done via the CRM, in fact that makes more sense so you don’t have a new address in the customer’s Accounting Module table and an old address in the CRM.

      It’s like displaying a form with fields from multiple data sources instead of creating separate data sources full of duplicate information. This would simplify the modifications necessary to make this happen. Keep it simple I always say. displaying fields in ANY AREA of WordPress is merely a database “CALL”. Currently, if I am correct, you guys are populating two entirely separate tables for CRM and Accounting, when customer information should be stored in ONE TABLE yet accessible by all modules. This way, no matter where you EDIT the customer information, it shows up with the modified data in every place within WP-ERP.

      Just babbling here, but anxious to see it in action.

    • #9308
      Shawon Chowdhury
      Moderator

      @cyberloft,

      You are absolutely right! And yes, this feature will be available very soon.

      Thanks for being with us 🙂

    • #10115
      konnor
      Participant

      @shawon786
      Any updates? Is this feature available already? I am searching for ERP solution for my company and this feature is quite an argument to choose WPerp

    • #10152
      Shawon Chowdhury
      Moderator

      @konnor,

      Yes, this feature is ready and will be added in the next release.
      Hope we’ll release a version by this Thursday!

      Thanks 🙂

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    • #64315
      hpa105
      Participant

      It seems to be not applied. I cannot see any customer in CRM module in Accounting module. In addition, I also cannot create new customer in Accounting module.

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