Pyramid
Real-time automatic sync of customers, contacts, items and sales statistics.
Integrate Upsales with Pyramid Business Studio. Whether you work in the Pyramid ERP system or use Upsales as your main tool, data is synced between the systems so the relevant data is always in the tool you are working in.
The integration syncs both customers and contacts in both directions between Pyramid and Upsales. It doesn't matter whether customers or contacts are first registered in Pyramid or in Upsales. The sync updates in both directions.
Creating, changing and deregistering items in Pyramid updates Upsales, so an up-to-date item register is reflected in both systems. Sales statistics created in Pyramid when invoicing are synced to Upsales. If other data needs to be synced, more objects can easily be added. All syncing is automatic and happens in real time.
Key features of the Pyramid integration:
- Two-way sync of customers between Pyramid and Upsales
- Two-way sync of contacts between Pyramid and Upsales
- Sync of sales statistics from Pyramid to Upsales
- Sync of items from Pyramid to Upsales
- Receive orders/quotes from Upsales in Pyramid
Required modules in Pyramid:
- CRM
- Order/Stock/Purchasing
- User Studio Design Studio
- Consultant Studio
- Import routines (required to receive orders/quotes)
Devisum is responsible for the integration.
Contact Devisum for more information
info@devisum.se - https://www.devisum.se/
+46 21-83 04 00 | +46 18-470 44 00