Overview
SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable, and affordable customer relationship management (CRM) solution on the market. QuickBooks is the most popular accounting and ERP software package in the world. It only makes sense to integrate the software so that companies can use both packages together without missing out on integration critical to streamlining operations and minimizing double work.
The Faye Sugar – QuickBooks Online Integration Application addresses this. It allows the two software packages to “talk with each other” by synchronizing customers, inventory items, non-inventory items, service items, invoice and sales receipt history, and sales orders/estimates between Sugar and QuickBooks. The synchronization between the packages is set to run on a scheduler, typically every 10 minutes.
Key Benefits
- Eliminates double entry of customers in both Sugar and QuickBooks
- Updates Sugar with critical invoice and sales receipt history information that can be used for marketing campaigns and salesperson inquiries
- Provides access to product lists in Sugar without having to manually key in items
- Eliminates double entry of estimates/invoices in both Sugar and QuickBooks Online
New Features and Changes/Release Notes
- v2.1.2
* Adding additional logging into the token expiration checking code and switching up the date generation to leverage date and gmdate - v2.1.1
* Added in code to allow the sync to still be triggered through the entry point for backward compatibility. New requirement is &from_entry_point=1 in the URL
* Moved some of the code out the sync constructor into its own function in order to confirm if the sync can proceed before proceeding with actual api calls
* Updated the start sync button to inject a new job into the queue - v2.1.0
* Implemented the new scheduler for the sync and converted the sync.php file contents into a new sync class called fbsg_qbo_sync
* Removed more echo statements and replaced them with logMe calls - v2.0.0
* Removing echo statements from the code as we prepare to change the sync class to a Sugar scheduler compatible class - v1.3.16
* Updating the subpanel layout files to ensure that the new subpanels for the accounts and product templates are appended to the existing list and not overwriting the existing subpanels - v1.3.15
* Removed the PHP 4 constructors from the dashlet classes - v1.3.14
* Updates to the qbsi_util::prepareValue to utilize an array containing more data types to ensure that incoming data is properly converted to the datatype for Sugar
* Updates to the items to Sugar classes to properly use the sync item by name
* Updated the admin links to look for Sugar 7 or greater - v1.3.13
* Updated the Quote Processor to supply 0 values as strings to ensure that the XML generator will include the 0 value in the XML - v1.3.12
* Updates to the Quotes pre-check XML generator - v1.3.11
* Minor Language file updates - v1.3.10
* Updated the customer to accounts sync to update the NULL values in a fetched row to blank ('') when the integration is updating the record
* Updated the logging message for the incoming data to group the incoming data values into 1 message
* Updated the header menus for the fbsg_QB_I_Config and fbsg_QB_Mapping modules to remove the options for creating and importing
and replacing them with links to the pre-check pages, mapping page, and configuration page - v1.3.9
* Updated the default mapping to remove invalid names from the Sales History Mapping
* Updated the Sales history line items sync to resolve an error that was preventing successful saves - v1.3.8
* Updated the Customer update to only send the fields that are mapped and have values
* Updated the quotes to QB to include the Exchange Rate when the Quote is NOT using the default currency - v1.3.7
* Made more fields audited by default
* Updated the Quotes to QBO currency to always have a currency set IF the currency sync is in use
* Modified the incoming currency code to switch the rates from foreign => home to home => foreign
* * Example: 1 GBP = 1.388021 USD to 1 USD = 0.7204501949178 GBP - v1.3.5
* Updated the sales history lines to inherit the currency ID from the parent sales history record
* Resolved an issue that was preventing the customer update from being successful
* Updated the account precheck XML code to properly return the XML
* Added in the Allow Payments (Credit Card and ACH) fields for the custom Quotes to Invoice mapping
* Added in isTrue to the utilities class to help process multiple acceptable true values into boolean true
* Altered the account vardefs to ensure that certain studio changes are preserved on updates - v1.3.4
* Updated the config.tpl file to have the URL for our documentation library - v1.3.3
* Shifted the version number from 4 parts to a 3 part version number
* Adding in the custom field types to the customer class - v1.3.2.11
* Minor updates to language files
* Fixing spelling mistakes in the comments
* Added in more logging for debugging and updated some of the logging to be more compact and useful - v1.3.2.10
* Update to the Mapping page to fix an issue where the Quotes to QB Purchase Order field mapping was returning the incorrect mapping - v1.3.2.9
* Resolved issue with Quotes to QB Sync which would sometimes result in no quotes syncing
* Added in this README.md - v1.3.2.7
* Added in support for QB Custom fields from Sugar to QB
* Updated the field mapping to allow certain Quotes to QB Transaction fields to be mapped in the fbsg_QB_Mapping module - v1.3.1.4
* Resolved issue with the Quotes record.js file and Internet Explorer
* Resolved issue terms lock feature in Sugar 7.9+
* Created option to set user-defined Quote Stage field - v1.3.1.1
* New sync: QB Departments to Sugar dropdown list
* New sync: QB Currencies to Sugar Currencies
* Multi-currency support for sales history - v1.2.2.1
* Created qbosi_quoteProcessor class to handle the bulk of the Sugar Quotes to QBO Transaction functions - v1.2.2.0
* Added in DepartmentRef fields for incoming data - v1.2.1.9
* Updates to support Sugar 7.10 - v1.2.1.4
* Added ability to delete or restore an identmatch from the UI - v1.2.1.3
* Minor updates and file maintenance - v1.2.1.0
* Resolved an issue with the new OAuth2.0 routes that were causing the integration sync to terminate early when the token is refreshed - v1.2.0.4
* Added support for OAuth2.0 - v1.1.0.4
* Automatically add the app center URL to the list of acceptable HTTP referrers in the Sugar config for new installations - v1.1.0.2
* Upgraded the integration to be Sugar 7.9 compatible - v1.0.49.0
* QB payment terms now sync to the Payment Terms Dropdown field in Sugar - v1.0.47.13
* Auto alphabetize Product Categories for better searching in Sugar <= 7.8 - v1.0.47.12
* Order Tax Rates alphabetically in Sugar <= 7.8 and set two sticky options - v1.0.47.11
* Implemented a new function to parse all of the incoming data from QB - v1.0.47.7
* Added in processQuoteAddressLines(&$q) to process the address fields (address lines 0-4) for the Quotes to QB Transactions - v1.0.47.0
* Report directly on the Product Catalog in Sugar
* Disable sending addresses on Quotes to QB Online thereby forcing QB Online to default to the default customer address - v1.0.46.9
* Added support for Item Categories from QB to Sugar Product Categories - v1.0.46.5
* New Sync: Now send Sugar Quotes to QB Online as Invoices
* * You can also define a Deposit amount field
* New Sync: QBO Estimates to Sugar Sales History
* New Sync: Now send Sugar Quotes to QB Online as Purchase Orders
* New Quotes to QB transaction Pre-Check page to show you what is preventing your Quote from syncing to QB
* New Account to QB Customer Pre-Check page to show you what is preventing your Account from syncing to QB as a new customer or as an update to a pre-existing customer - v1.0.46.4
* New process for when the response from QBO contains a Fault/Error - v1.0.46.2
* Added in prependAccountName() which will replace line 1 with the Sugar Account Name - v1.0.46.1
* Moved the getLineItems out of the transaction classes into module/processor class - v1.0.45.4
* Added in the processAddressLines() which will handle processing outgoing address information - v1.0.41
* Manually match a QB Customer to a Sugar Account only when the new Account creation option is turned off
* Updated the studio icons to the FBSG Logo - v1.0.35
* The QB Items to Sugar Product Catalog syn will now match a QB item to a Sugar item based on the QB field that is mapping to the Sugar product_templates name field
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