Integrations

Integrate seamlessly with myob, quickbooks and xero

Updated over a week ago

Factory's accounting package integration allows your company to speed up its bookkeeping processes, reduce double handling and decrease manual errors by automating the creation of Customers, Suppliers, Quotes, Invoices, Partial Invoices, Purchases and Bills as they're created in Factory.

Integration overview

Locating this section in app: Settings > Integrations

Select your Accounting package (MYOB, Xero or Quickbooks) to import Customer and Supplier details into Factory.

πŸ—’οΈ Note: the integration creates a corresponding entry in Factory, that will automatically link data between Factory and your Accounting package.


Accounting packages we integrate with

Factory automatically send quotes, sales, invoices, purchase orders and bills (dependent on the which Options have been enabled) to:

πŸ—’οΈ Notes:

  • A user name and password, of an Administrator for your Accounting package, is required for integration.

  • Once your user name and password have been added you'll be asked to select which Customers and Suppliers you'd like to sync with Factory.

The Import customer and Import supplier tools will also import all delivery addresses and contacts (name, email, phone) from your Accounting package.


How to integrate with Factory

πŸ—’οΈ Notes:

  • The following steps are applicable to customers with a subscription to an Accounting package

  • Your Accounting package login details are required at this stage.


Importing Customers/Import Suppliers

In order to automatically create Quotes, Invoice, Purchase Orders and Bills in your accounting package, when Orders are processed in Factory, each Customer/Supplier within Factory must be linked to a corresponding Contact/Customer/Supplier) in your accounting package.

Customers/Suppliers can be linked manually, or automatically when they are created in Factory, or they can imported from your accounting package.

πŸ—’οΈ Notes:

  • Importing Customers/Suppliers from your accounting package automatically creates a corresponding Customer/Supplier within Factory

  • Imported customers and suppliers are imported with all address and contact data and are automatically linked back to the corresponding Contact/Customer/ Supplier in your accounting package.

When Import Customers and/or Import Suppliers is selected, a popup window appears to select Customers/Suppliers for importing.

  • Select Import Customers and/or Import Suppliers to create a corresponding entry in Factory

  • In the Import Customers/Import Suppliers popup window tick/check specific Customers/Suppliers to be imported, then select Options > Import selected Customers/Suppliers

  • To import All Customers or Suppliers select Options > Import select customers/suppliers)

  • Factory will confirm once the import is completed, and will ask you if you want to important more Customers/Suppliers.

πŸ—’οΈ Note: the Customers/Suppliers can be imported periodically; this action doesn't need to be a once of action, it can be repeated over time.

Already linked and imported Customers/Suppliers

  • The import tool denotes, with tick or cross, whether or not a Customer/Supplier:

    • Has previously been imported, and will prevent duplicates from being imported as a result

    • Is currently linked to an existing Factory customer.

Use search, filter and sort to view a list of Customers/Suppliers that are in your Accounting package.

πŸ—’οΈ Note: greyed out Customers/Suppliers with an i already exist in Factory.


Integration details, settings and options

Once integrated with an Accounting package review Settings and Options to ensure the correct options are enabled.


Creating an integration with a newly created Customer/ Supplier

This is applicable when adding/creating new Customers or Suppliers in Factory.

If Create customer/supplier in accounting package is enabled, when adding a new Customer or Supplier in Factory, then a corresponding entry will automatically be created in your Accounting package.

πŸ—’οΈ Note: if Create customer/supplier in accounting package and the Customer/Supplier hasn't been added to your accounting package, an error message will appear when pushing an Order through.


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