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On this page
  • Supported Integrations
  • Supported Flows
Integrations

ERP

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Please contact our commercial team if you are interested in using this functionality.

To automate invoicing processes, Solvimon’s integration with ERP systems harmonises billing data seamlessly, reducing errors and providing a unified view of financial transactions within the organisation.

You can find the supported integrations in Solvimon Desk under Menu → Settings → Integrations.

Supported Integrations

We currently support the following integrations:

  • Exact Online
  • Xero
  • NetSuite

Supported Flows

We currently support multiple workflows for syncing data across ERP systems and our Solvimon Platform.

Below is a comprehensive overview of these workflows. These workflows can be enabled or disabled in the integration configuration settings of the specific integration.

WorkflowDescription
Sync CustomersCreates customers on the Solvimon platform from ERP
Sync ContactsCreates contacts for customers
Sync Billing EntitiesCreates Billing entities on the Solvimon Platform
Sync BankCreates bank account and maps it to the Billing entity on Solvimon
Sync ProductsCreates and syncs products and offerings on the Solvimon’s platform from the ERP
Sync InvoicesSyncs generated invoices for the customer from Solvimon to the ERP
Sync Credit InvoicesSyncs generated credit invoices for the customer from Solvimon to the ERP

We offer support for custom flows and can provide assistance. To learn more, kindly contact your Sales Executive.