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Accounting System Integration Workflow

Improve Quality of Financial Management and Speed of Business Process

The accounting systems handle the data and activities associated with the finances, incomes and expenses what promotes business evolving, but require a place to scale and analyze.

How to integrate

1) Create an account at our Developers’ Portal and

  • provide your organization name,
  • choose a username,
  • provide your email and phone number, and
  • select a password.

Then, choose a plan or run a trial version. You also can sign in with your GitHub account.

2) After submitting the form, you will receive the email with a brief overview of service, your username and link for the account activation.

By clicking the link, you will be directed to the sign in page - where you enter your username and password to log in.

Then, you will see a dashboard and your unique API credentials for authentication and API requests.

3) For the authentication, you need 2 parameters in the header of request.

  • X-API2CRM-USER-KEY defines the client who makes the request. It must be used for all requests sent to Data2CRM.API.
  • X-API2CRM-APPLICATION-KEY defines the application you are going to work with. It must be used for all resources apart from application and platform.

Send a test request to see how the service works. For instance, you want to get a list of CRMs, so send the following API request:

curl -X GET --header 
"Accept: application/json" --header 
"X-API2CRM-USER-KEY: YOUR_API_KEY" "https://api-2445581398133.apicast.io:443/v1/crm"

4) Then define your data mapping - determine how your app’s entities will correspond in supported in CRM entities. See data flow recommendations.

5) To add your CRM, you click on CRMs on the dashboard. Then hit “Add CRM” button and select a type of CRM (i.e. Hubspot, Salesforce, Highrise, etc.) After that, you need to provide the credentials - the required information differs in each CRM platform.

Let’s say you want to add Insightly CRM, so here you need to enter your API key and hit the “Submit” button.

After you will see your unique X-API2CRM-APPLICATION-KEY.

6) Next step is to Install the SDK: you can click “Explore” to see how to use it or hit “Git Repository” to download it. SDK helps you to add/review and delete CRMs, as well as work with entities in CRM platform (i.e. lead, contact, opportunity, task, attachment, etc.)

Before getting down to your CRM integrations, explore our documentation and discover all the functionality of the API service.

Suggested Data Flows

Elevate the functionality and polish the business process flow to raise productivity and income rates significantly.

Exchange the clients’ information seamlessly
Client base
Contacts
Synchronize the records to keep the data relevant and clean
Accounts
Accounts
Ensure every business option is checked and tracked
Quotes
Opportunities
Gather and manage data efficiently within systems
Invoices
Opportunities
Monitor the expenses for the improved assets management
Expenses
Attachments
Collect the timely data to keep the pulse of updates
Payments
Attachments
Check up the gathered information for the further optimization
Reports
Attachments

Get Even More

Utilize filters to any record fields and set any conditions to proceed with data management

Check Filters

Explore the supported API methods to get the insights on how to proceed with CRM integration

Supported Methods

Check up the workable code patterns to handle the accounting system integration easily

Code Samples

Transform your solution and open new opportunities with Data2CRM.API! Contact our expert and find out all the details and personal integration roadmap.

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Data2CRM.API representative will contact you at any convenient for you time and offer industry insights, service functionality details and optimal value proposition to meet your goals.