Accredo is accounting software for small business and has achieved a significant market share in Australasia. The Salesforce® integration significant extends the capabilities of the product by making the account data available to a much wider audience of authenticated users.
The Accredo to Salesforce integration lets you connect your cloud based CRM with the popular and powerful accounting package, Accredo.
The Accredo accounting software is purpose-designed for small to medium sized businesses and is highly recommended by users from a wide range of industries. In fact, it's so comprehensive and fully featured that many Salesforce users are preferring to use Accredo ahead of cloud-based offerings.
The Accredo to Salesforce integration lets you push and pull Accredo information to and from Salesforce. While the current connector works with Salesforce accounts, contacts, products, opportunities and quotes, the data from any other Salesforce object can be integrated with little effort. Data can even be mapped, in both directions, from custom objects and fields. Synchronization between the two systems can be configured to execute manually, or at regular time periods using a Windows or Web Service.
The benefits of making Accredo data available in Salesforce include:
Integrating Salesforce with Accredo lets you easily develop custom Salesforce functionality such as Visualforce pages and workflows to enrich the Accredo information for your company’s mobile salespeople and administrators.
The Accredo to Salesforce integration has components installed in two environments:
The integration requires a dedicated Accredo user to be assigned for transacting information between the systems. Salesforce Enterprise or Unlimited is recommended although Salesforce Professional Edition can be used if the Partner API is enabled for the instance.
Ready to join the integration revolution?
Get started and enjoy the benefits sooner