KashFlow and WeCanDoCRM – networking, marketing, sales and invoicing all together!

18/09/2009 at 4:50 pm 1 comment

WeCanDoCRM has launched ready to integrate with leading accounts system KashFlow!

Not yet a KashFlow user?
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The detail you need to follow:

Step 1 – enable the KashFlow API settings

  1. Log in to your KashFlow account and navigate to Settings > API Settings
  2. CHECK the box “Enable the API for my KashFlow account” and UNCHECK the box “Only allow specific IP addresses to access my account via the API”
  3. Save the updates.

Step 2 – Enter login details to WeCanDoCRM

WeCanDo.BIZ Social CRM > Settings > Integration tab (click to enlarge)

WeCanDo.BIZ Social CRM > Settings > Integration tab (click to enlarge)

  1. Sign in to your WeCanDo.BIZ account
  2. Click on the Social CRM button
  3. Click the Settings link in the top right hand corner, then choose the Integration tab
  4. Within Integration, click the button to Configure your KashFlow settings
  5. Enter you KashFlow Username and Password to enable WeCanDoCRM to integrate with your KashFlow account.
Adding your KashFlow Username and Password (click to enlarge)

Adding your KashFlow Username and Password (click to enlarge)

All done!

KashFlow allows you to keep track of quotes all the way from initial leads through to sales.  This integration is designed to synchronise with your WeCanDoCRM accounts, letting you work seamlessly with your everyday billing process.

Start using KashFlow and WeCanDoCRM

Once you’ve followed the two step process above you can now synchronise your accounts from KashFlow to WeCanDoCRM by returning to the Integration tab and clicking the Synchronise Customers button at any time (we advise you do this each time you know new Customers have been added to KashFlow).

Synhcronise Customers from KashFlow to WeCanDoCRM (click to enlarge)

Synhcronise Customers from KashFlow to WeCanDoCRM (click to enlarge)

Within WeCanDoCRM you can find the KashFlow options within the Sales dropdown. You will have a whole new tab which will be for KashFlow.

Accessing KashFlow options from with WeCanDoCRM (click to enlarge)

Accessing KashFlow options from with WeCanDoCRM (click to enlarge)

From within the KashFlow options you are able to view existing invoices to your Customers; or to add new ones.

Raising a KashFlow invoice from with WeCanDoCRM (click to enlarge)

Raising a KashFlow invoice from with WeCanDoCRM (click to enlarge)

Feel welcome to come back to us with feedback or any questions you have — just post below!

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