Integration of "BAS Accounting. CORP" with "KeyCRM". Medical clinic.
Tasks implemented within the project:
- Integration of "BAS Accounting" with "KeyCRM". Standard integration implemented:
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Real-time download of deals from KeyCRM into the "BAS" database;
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Two-way exchange of order statuses between KeyCRM and "BAS";
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Automatic creation of counterparties in "BAS" when downloading a deal from KeyCRМ.
Additional integration functionality implemented:
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Added a check for an existing contract when creating a new counterparty, and automatic creation of a new contract if none is found.
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Added display of Order No. and status in the "Sales of Goods and Services" document form when the document is created based on a KeyCRM order.
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Added an indicator to the "Sales Invoice" document list showing that the document was imported from KeyCRM, along with the order number and current state.
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Added a payment status indicator for KeyCRM orders to the list.
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Added configuration and analysis of the "posted" status during order import.
Added a check for an existing contract when creating a new counterparty, and automatic creation of a new contract if none is found.
Added display of Order No. and status in the "Sales of Goods and Services" document form when the document is created based on a KeyCRM order.
Added an indicator to the "Sales Invoice" document list showing that the document was imported from KeyCRM, along with the order number and current state.
Added a payment status indicator for KeyCRM orders to the list.
Added configuration and analysis of the "posted" status during order import.
Configuration: "BAS Accounting. CORP".
LLC "NCT"
Direction of automation: CRM. Business-processes Integration with cloud-based CRM Medical companies Other configurations Planning of sales, purchases, money Insurance and assistant companies
Industry: Medical clinics, medical institutions
Typical products: BAS Accounting
