Integration with CRM SalesDrive for BAS Small Business, BAS KUP, BAS ERP, BAS Accounting, BAS UT 3, UNF, FinLite and other configurations on managed forms. Two-way exchange of BAS with SaleDrive

Implemented for configurations:

• BAS Accounting, edition 2;

• BAS KUP. BAS Integrated business management;

• BAS Small Business;

• UNF. Managing a small company.

Why Choose Our Solution:

• More than 50 integrations over 4 years;
   
• We have been working in this area since 2021.
• Ability to change the exchange settings between "SalesDrive" and BAS in the "Enterprise" operating mode, not via the "Configurator". From "BAS Enterprise," you can configure everything except the algorithms, specifically:
• matching the document type in "SalesDrive" ("Deal"/"Agreement") to the document type in "BAS" ("Customer Order" or another);
• matching the requisites (fields) of the "Deal" in "SalesDrive" to the requisites of the selected document type in "BAS";
• matching the directory/catalogue values in "SalesDrive" to the directory/catalogue values in "BAS" (For example: you can set correspondences for deal statuses in "SalesDrive" to the corresponding statuses of customer orders in "BAS", similarly for directories - "Delivery Types", "Payment Types").

 

 





Fig. 1. Exchange scheme with SalesDrive.




The integration functionality includes:

1. Integration with CRM SalesDrive will allow you to upload the application database to BAS and eliminate the double work of manual data transfer.

2. Data synchronization between systems occurs automatically when data changes. There is no need to perform additional exchange.

3. The module for managed forms does not make changes to the BAS configuration. The solution is implemented as an extension, which ensures further technical support of the database from the supplier.

4. The SalesDrive integration module setup takes little time and can be done by the user independently. Flexible settings for the correspondence of requisites in BAS are organized at the database level. No need to work in the configurator and program in the code.

5. Prompt exchange of information on requests, goods and prices allows you to control the balance of goods and generate management reports.

6. Bidirectional data exchange via API creates orders in BAS, exchanges order statuses between BAS and SalesDrive, automatically records contractors, searches for products by article.

7. Additional data exchange contained in the Webhook application is transmitted in the post json format. These are product characteristics, contacts, delivery service data, consignment notes, advertising campaigns, etc.

 

Basic functionality capabilities




1. The SalesDrive settings are used to set up exchange parameters. 

The exchange of clients can be made for one specific counterparty in BAS, specified in the parameters, or new ones can be created. If it is necessary to obtain the order number for changing the status, the corresponding mark is set. Removing the mark for creating/changing orders stops the exchange of documents.




Fig. 2. Creating a record with SalesDrive module settings. 




The API interface does not imply editing the order amount when exchanging in the opposite direction from BAS to cloud CRM. The note is written in the order comment to BAS, the line "Attention, the changed order amount is 0000.00 UAH" is added and the comment value is sent to SalesDrive.

 

2. Setting up an exchange entity.

The exchange entity is supplemented with the details that are exchanged with the cloud CRM. The peculiarity of filling is the assignment of the ID of the corresponding field transmitted in the post json format. The names of the fields are contained in the data description on the SalesDrive system side (section Settings - General integration settings - Other services - Webhook.






Fig. 3. Creating a "Counterparty" element in the exchange entity.




In the exchange entity, a group "Related objects" and a new element "Status" are created.





Fig. 4. Creating a "Status" element in an exchange entity.





Fig. 5. Names of field IDs for recording in exchange entities.

 

3. Directories and their filling.

The module contains reference books "Order statuses", "Delivery types", "Payment types".

Values ​​from the corresponding sections of CRM SalesDrive are added to the reference books.




Fig. 6. Reference books to fill out.




Example of filling in the "Order Statuses" directory. Only the name needs to be filled in.




Fig. 7. Directory "Order Statuses".




4. Setting up a correspondence between the values ​​of the BAS and SalesDrive reference books.

Each cloud CRM value must have a corresponding record created for the value in the BAS system for all reference books.



Fig. 8. Establishing correspondence between reference book values.




5. Exchange of applications.

The request from CRM is recorded in BAS as a document "Customer Order".

An additional SalesDrive tab, a link to the order ID, and a separate order status entry appear in the document.




Fig. 9. Customer order in BAS.




The organization is filled with the value of the established correspondence in the reference books.

A search is performed for the counterparty by phone number. If the number is not found, a new counterparty is recorded in the BAS for the application.




6. Exchange of goods.

Products requested in the CRM are recorded in the table section "Products of the customer order document".




Fig. 10. Items in the customer's order.




According to the nomenclature, a match is established by the key field SKU (article in BAS). On the SalesDrive side, the SKU field must be filled in.





Fig. 11. Filling in product codes.




7. Exporting payment data from BAS to CRM "SalesDrive".

Data on non-cash payments in BAS is exported to SalesDrive. The payment is visible in the customer card within CRM "SalesDrive" as unlinked to deals, and it can be manually linked to the specific deal for which the payment was made.




8. Integration logging.

The extension logs the exchange process. The user can check all the data transferred from the application to the order.





Fig. 12. Exchange logs.

 


Solution Cost: 

Standard functionality cost		12000.00
Additional functionality cost		Price, UAH
1.	Importing products from "SalesDrive" CRM to BAS while maintaining the nomenclature folder structure	4000.00
2.	Exporting products from BAS to "SalesDrive" CRM	3000.00
3.	Exporting stock balances to "SalesDrive" CRM	3000.00
4.	Importing payments from "SalesDrive" CRM to BAS, with linking to customer orders	4000.00
5.	Exporting payment data from BAS to "SalesDrive" CRM	4000.00
6.	Uploading payment receipts from CRM "SalesDrive" to BAS	3000.00
7.	Importing additional deal characteristics from "SalesDrive" CRM to the BAS database	3000.00
8.	Using nomenclature characteristics when uploading deals to BAS	8000.00
9.	Exporting prices to "SalesDrive" CRM	3000.00
10.	Exporting cost price to "SalesDrive" CRM	2000.00
11.	Automatic generation of sales invoices in BAS based on customer order/proforma invoice by "Ship" order/invoice status	3000.00
12.	Formation of the document "Closing the buyer's order" based on the document "Buyer's order", if the order status is "Cancellation"	2000.00
13.	Formation of the document "Invoice for return of goods" in BAS, based on the "Outgoing invoice for goods", if the outgoing invoice exists and the status "Cancellation" appears in the buyer's order	3000.00

   

Rights to the module are protected (Certificate No. 139214). We provide favorable terms of cooperation for partners.

   
Developer: LLC "NCT"

 www.nct.ua

info@nct.ua