This is how the integration works
Full flexible integration between webCRM and Uniconta, ensuring real-time customer update and order data between the systems.
The solution keeps your customer data up to date in both systems, so you always have the relevant data available both for your accounting and salespeople, with customer contact data, and contact person information.
Item information and orders are also synchronized!
Item information is automatically retrieved from Uniconta to webCRM, and deliveries are transferred as orders in Uniconta, ready for invoicing. Deliveries are updated automatically and set as completed when the order is invoiced in Uniconta. Your salespeople are always updated.
*Requires Wedoio WebHook plugin installed in Uniconta and a Uniconta server user.
The subscription automatically changes according to the number of users in the webCRM subscription.
Prices are per month, and subscription is charged annually.
Installation price: €1349 (charged directly by Wedoio Integrations).
Note: the solution requires a Uniconta Server User and installation of Wedoio's WebHook Plugin in Uniconta (included in the price). If necessary, contact your Uniconta Partners. Adjustments are made by agreement and at the normal hourly rate, otherwise agreed. Migration and initial synchronization of data between webCRM and Uniconta takes place by the prior agreement and may be associated with additional costs.
All prices are stated exclusive of VAT. See also Wedoio's EULA.
Automate the process with webCRM - Uniconta Integration
Avoiding duplication of work, both systems are kept up to date with all relevant information. The solution is flexibly built on Wedoio's IPAAS solution, and can therefore be expanded and adapted to the individual company.
Organization <-> Debitors always have the same relevant information
Your active customers' data is automatically updated in both systems in real-time.
Product information is maintained somewhere
Maintain product information and pricing in Uniconta in a natural way, and get the webCRM information updated automatically.
Deliveries -> Sales Order
When an opportunity is set as "Won" in webCRM, a sales order will be created in Uniconta, ready for further processing and invoicing.
Automatic termination of Deliveries
When a sales order is invoiced in Uniconta, the delivery is updated in webCRM, a PDF copy of the invoice is added and is automatically set to Completed.
BEFORE WE GET STARTED
Worth knowing before installing the integration
Before setting up the solution in your Uniconta, we need the following:
- Access to your webCRM account
- webCRM API key
- Uniconta server user (username and password)
- Uniconta support user with full access - our Support user is free to create and MUST be created under the username "Support".
- Review of data field mapping before putting the solution into test/operation.
You and your Uniconta partner should be aware that Wedoio Integrations installs a "Webhook plugin" in Uniconta based on the Uniconta "Page". In some cases, this may conflict with other Uniconta customizations made by your Uniconta partner. Wedoio Integrations has other options, but cannot take responsibility for situations where such conflicts may arise.
Reservations are made for any data migration and mapping, in connection with setting up the solution. I.e. transferring data from one system to another, and/or linking existing data in both systems. This can be done on an hourly basis. If necessary, ask for an estimate.