1. How does sales channel integration work?

Currently DataQlick is fully integrated with: Three accounting platforms and only one of them can be connected to a single account: QuickBooks Online Xero Sage One Once you connect your accounting software the following information will be exported from QuickBooks or Xero and will be synchronized daily: Items (Products) Chart of Accounts Invoices (sales) Purchase […]

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2. How do I manage new customers from sales channels?

When creating a new connection in the Integration pages, DataQlick creates the new customer. One customer per connection. To create the customer, you need open the menu “Integrations” and select one of the channels on the Connect tab. Press the “Setup now” button, and follow the steps according to the integrations dialog. If your connection […]

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