11.3 SAASU INTEGRATION

Saasu integration is a free module that comes with your iGlobe CRM license.

Connecting Saasu with iGlobe CRM for Office 365 means that users can retrieve information about accounts and transactions, in a fast and effortless way. The integration will, among other things, make it easier to get the full overview of each single customer.

  • Import customer information from Saasu to iGlobe CRM
  • Update your customer information from Saasu to iGlobe CRM
  • To ensure consistency between the statements made in the two systems-synchronization of Saasu -customers with CRM-customers
  • To provide CRM user access to customer data by virtue of an economy tab on the company image in the CRM system with Saasu purchase history

Setup

The integration between iGlobe CRM and Saasu is set up in the CRM administrator in the Administration menu. 

 In the Administration menu, select the menu item integration, “Saasu”. This will open the Saasu integration page. Enter your Saasu access key, File UID and finally the financial year start date.

You can now test your connection to Saasu. 

Import of Customers

In the Administration menu, select the menu item integration, “Sassu”.  

iGlobe CRM gives you three options.

  • Import – import your customers from Saasu into iGlobe. You will typically use this feature in connection with the implementation of iGlobe CRM.
  • Import & Update– import new customer from Saasu to iGlobe CRM as well as update existing customers.
  • Update -update of existing customers. This will typically apply in connection with the updating of financial ratios from Saasu to iGlobe CRM. The update function requires that there is a key between the company iGlobe CRM and Saasu. Key on the company will be the customer number in Saasu.

Save your import profiles

iGlobe CRM allows you to save the import routines for reuse. After you have created an import function (see following description) you just need to "Save".

Setting up an import function

In the Administration menu, select the menu item integration, “Sassu”.

  1. Specify an import "title"
  2. Under the "Target", select the "type" you want to import. For Example,;
    1. Companies-CRM Company
    2. Contacts – CRM Contact

Import of Customer

In the "Target”, select CRM Company

This will load a list of fields from the customer card of iGlobe CRM on the left side.

In Source (from Saasu), select "Company". 

Fields from the source [Company] will show in source filed name dropdown list.

Following is the mapping example of customer

[Note: "Title" in iGlobe CRM corresponds to the "OrganisationName" that is, the customer's name]

Field mapping

iGlobe

Saasu

Title

OrganisationName

Company name

OrganisationName

Address

Street

Customer ID

OrganisationAbn

Import ID

OrganisationAbn

Country

Country

State

State

City

City

Zip Coxde

postcode

Sales year to date

SalesThisYear

Last year sales to date

SalesLastYearToDate

Last year sales

SalesLastYear

Difference in %

SalesDifferenceParcent

Difference

SalesDifference

Note the Customer ID in the iGlobe answering to your customer number in the Saasu. This is the key to finding the correct company. 

Importing contacts

In the "Target”, select CRM Contact. In Source (from Saasu), select "Company Contact"

This will load a list of fields from the contact of iGlobe CRM on the left side while the fields from e-conomic displays on the right side. Remember to select a key (OrganisationAbn) that can link the contact with the corresponding company. Use the field “Import ID” from iGlobe CRM and OrganisationAbn from Saasu as key fields.

Import from existing mapping

 From Admin tab select Integration > Saasu it will show the Saasu integration page. Click on an item from item list.

It will show you the mapping details. From here your can change field mapping and importing data from mapping. However, if you want to create new mapping from here then click on the selected item. Then it will deselect the item. Now change the mapping as you want. Click on “Save” button to save mapping or click on “Run” button to perform your selected operation.

[Note: If you select an existing profile then it will always update the existing mapping, but if it is deselected then it always creates new map. If you click on an existing item from item list then it is selected. If you click on the selected item again then it is deselect.]

Update Sales history

In the Administration, select the menu item integration and Saasu. Specify an import "title"

  • In the "Target" select CRM Company
  • In Source (from Saasu), select "Company"
  • Under type of import, select "Update"

Field mapping

iGlobe

Saasu

Title

OrganisationName

Customer ID

OrganisationAbn

Sales year to date

SalesThisYear

Last year sales to date

SalesLastYearToDate

Last year sales

SalesLastYear

Difference in %

SalesDifferenceParcent

Difference

SalesDifference

Note, the Customer ID in iGlobe should be mapped to the customer number in the Saasu. This is the key to finding the correct company.

Save your import profile. Now press “Run” and update of sales stats begin.

On the Sales statistics tab, you will be able to see sales information from the specific customer. These now lies as a copy in the CRM database. The tab does not display a real time lookups in Saasu. The program copies the information into CRM system when the administrator imports/updates from Saasu.