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 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.
Note: For compatibility with Sugar versions lower than v12.0.1 please contact us at support@fayebsg.com.
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 sales orders/estimates in both Sugar and QuickBooks
New Features and Changes/Release Notes
- v2.5.0
* Updated to support Sugar 12.0.1+ by removing the curl functions
* Updated the vardefs to address issues with integer fields in Sugar 12
* Added in vendormsg field to the sales history module
* Updated the sync code to add in more logging to the quickbooks_log table to help show the records getting imported
* Updated the custom fields sync to store the fields for each QB module they are enabled for and updated the Sales history and quotes mapping code to pull those custom fields
- v2.4.24
* Updates to the integration to support Sugar 12.0.0 and PHP 8 by fixing parts of the QB SDK and updating old PHP code to the newer supported versions
- v2.4.19
* Updating the customer add and mod requests to have more fields configured
* Updated the relationships between fbsg_QB_Classes and Quotes and Accounts
- v2.4.17
* Updated the admin screen URLs to adjust for sugar 11.3.0+
- v2.4.15
* Added the mobile subpanel layouts to the Accounts module
-v2.4.10
* New QB Item Lines modules to support QB Group Item definitions
- v2.3.16
* Included the select2 JS and CSS into the package
* Updated the priority order for the syncs
- v2.3.15
* Updated the standard product sync for items and assembly items to use sugar functions when updating the generic inventory level
- v2.3.13
* Updates to the Product Price Level Lists modules vardefs to clean them up and add in missing parameters and correct existing parameters to adjust for Sugar 10.3.x
* Removed all language files except en_us from the Product Price Level Lists modules
- v2.3.8
* Additional updates to the Class sync code to encode the FromName values when sending the next request to QB
- v2.3.0
* Added in QB Classes module and changed the class sync from a dropdown only sync to sync to the new module
- v2.2.43
* Updates to the product sales history queries to ensure credit memos are subtracting from the YTD Values and YTD Quantity fields
- v2.2.40
* Re-working the classes batch sync as classes do not use an iterator. We got around this by using the name filter option and using the last retrieved name as the starting position
- v2.2.39
* Made the Classes dropdown sync iterate through multiple syncs in the same way that invoice sync (and many others) operate. This was done to accommodate a client that had over 900 options in the classes dropdown and is continually adding new options
* Added sync date config option for the classes sync
- v2.2.38
* Added team security to the product sales history
- v2.2.37
* Added team security to the salespeople module
- v2.2.36
* Added team security to the sales history modules
- v2.2.34
* Added ClassRef_ListID, ClassRef_FullName, TemplateRef_ListID, and TemplateRef_FullName to the list of mappable fields for Quotes to QB
- v2.2.31
* Updated the mapping screen to prevent the custom fields from being duplicated in the quotes custom field mapping dropdown
* removed the field sorting from the get fields functions so that the fields will be displayed in the same ordering as the XML
* Updated the recalculation job to only queue 25 accounts per job instead of 100
- v2.2.26
* Added the "Create Sugar Tax Rate From" configuration option to the configuration screen
* Updates to the logic hook that sets the Sugar Tax Rate values
* Updated the post execute to ensure that the items and tax rates are re-synced when the client instance gets this update
- v2.2.25
* Moved more of the custom field mapping options from the configuration module to the mapping module.
* Made the quotes due to date field optional which if left blank would default to the payment terms to determine the due date
* Added Job fields to the customers' sync class and Add and Mod XML requests
- v2.2.16
* Changes to the sync logs diagnostic screen
* Reducing the batch size for the product sales history job
- v2.2.15
* Added support for Sugar 10 installation
* Payment Terms sync can now be enabled without the Quotes to QB Sync. Payment Terms are still enabled as part of the Quotes to QB Sync
* Removed the SugarSoapService2 call
* Refactored the config screen syncs section for better performance and for easier future enhancements
- v2.2.11
* Added in the Preferred Payment Method FullName and Preferred Delivery name to the Customer Add and Mod requests
* Added more code docblocks
- v2.2.10
* Added greater support for custom field mapping for Quotes and Quoted Line Items
* New configuration option to pick the field used in the name matching for QB Items to Sugar Product Catalog
* Updated the Product Price Level Lists JS code to detect when items are added from the Product Catalog dashlets
* Updated the manifest to allow installation into Sugar 9.1 - 9.3
- v2.1.12
* Updated more of the XML requests to pass back the XML version number provided by the web connector
* Updated the manifest to allow installation into Sugar 9.2 and 9.3
- v2.1.11
* Updated the sales history group item syncs to ensure that group items are properly identified and passed into Sugar
* Updated the relationship and link vardefs to have the Sugar 9 components (bean and module parameters)
* Update the JS Grouping to allow installation into all Sugar 7+ instances
- v2.1.3
* Updated the invoice query request to take the version number provided from the company file
- v2.1.2
* Updates to the vendor import code
- v2.1.1
* Updating the relationship between QB Tax Rates and QB Tax Rate Groups from a 1-M to a M-M
* Added the new XML serializer
* Added the code for handling the requests and responses for the QB Tax Rates and QB Tax Rate Groups
- v2.1.0
* [KOLBE-25] Added in the QB Tax Rates and QB Tax Rate Groups modules, vardefs, and relationships
* [KOLBE-25] Adding in the new sync functions and classes for creating and updating QB Tax Rates and QB Tax Rate Groups from Sugar to QB
* Updating the incoming item sync to include the QB Tax Rate Groups
- v2.0.8
* [FAYBUS-7470] The Product Sales History code has been re-written to utilize multiple Sugar scheduled jobs for a set batch of accounts.
* [FAYBUS-7470] Added new fields to the product sales history module
* [FAYBUS-7470] Updated the product sales history generator to update existing product sales history records instead of deleting and rebuilding
* Updated various indexes to include the deleted column
- v2.0.7
* Updated the documentation link in the configuration page to the new location in our (FayeBSG) documentation library
- v2.0.6
* Module layout and vardef cleanup
- v2.0.5
* Updated the vardefs to shrink the varchar fields depending on the possible max lengths from QB
- v2.0.4
* Updated the server file to schedule the Product Sales History recalculation instead of performing it at the end of the sales history syncs
- v2.0.2
* Updates to the sales rep assignment code to work more consistently with the Sugar to QB Rep assignments
- v2.0.0
* Updates to the integration for Sugar 9 compatibility
- v1.92.18
* Changed how the product sales history is added to the system from a direct SQL insert to a Bean->save()
- v1.92.17
* Updating the Sales by Product dashlet to utilize the date_range settings
* Updated the indexes for the idents table to be compatible with Sugar 7.9.*
- v1.92.16
* Updated the integration log message to include the function name with the remaining count
* Commented out the feature that checks for existing sales history records with the same type and ref number to prevent multiple records from linking to the same sugar record
- v1.92.15
* Updates to the quote processor to enforce a 2 decimal format for the amount field
* Updated the customer sync to set the currency_id if there is a related QB Currency Code
- v1.92.14
* [FAYBUS-7258] Added in a new index (idx_fbsg_itemref_date_entered_id) to the sales history line items table
* Updated the quote processor to round the rate number to 5 decimal places
* Updated the utils class to use the proper variable in the emailer's
- v1.92.13
* Updated the Product Sales History module to add in the related fields array to the related field
* Updated the Product Sales History module's language file and vardefs to set or include all of the label options
* Updated the customer sync to set the currency ID for the Product Sales History records based on the account, the QB Home Currency to Sugar Currency, or to the default -99
- v1.92.12
* Updated the Dashlet classes to replace the old PHP4 constructors
* Fixed a bug in the config screen to set the sales tax sync correctly
- v1.92.11
* Adding in the Exchange Rate field to the Sales History module and to the default mapping
* Updating the various layouts to include the related fields for the relate and currency type fields
* Updating the vardefs to add in the related fields array for relate and currency type fields
* Added the currency code check to the quote precheck code
* [INTELE-35] Added in the relationship and subpanel to display Bill and Payment lines for Journal Entries
* New relationship and field for FBSG QB Currency Code fields in the Accounts module
* Updated the customer sync to set the FBSG QB Currency Code field in the account if the CurrencyRef values are present
* New transaction_line_type field in the Sales History Lines module to define the type based on the parent type
* Updated the qbsi_invoiceLines class to add in more available line item fields
- 1.92.10
* Minor updates to ensure that active currencies from QB get at least a 1-1 exchange rate if no value is provided, which is the case for the home currency
- v1.92.9
* Updated the layouts that use currency fields to have the correct format so that the fields will use the correct Currency ID and display the converted values
* Updates to the Currency code module to allow the user to select the Sugar currency from a dropdown
* Add a new field to the QB Currency Code module to allow the user to define the "Home" currency in QB
- v1.92.8
* Updated the code to handle different currencies by using our QB Currency Code module to tie the Sugar Currency to QB
- v1.92.7
* Updated the Bills and Payments sync and the Journal Entry Lines sync to only locate the ultimate parent when the job customers are being ignored
Comments
0 comments
Please sign in to leave a comment.