SaaSync

Integrate QuickBooks online and Xero with ChartMogul

4 followers

Integrate QuickBooks online and Xero with ChartMogul

4 followers

SaaSync retrieves invoices and other data from QBO or Xero. This data is transformed ready for use with ChartMogul. Data that can't be automatically synced appears in a review screen where SaaSync users can edit it before pushing remaining data to ChartMogul.

Launch tags:Analytics•SaaS

Launch Team

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ChartMogul

Hunter

The origin of this new SaaS product came out of a close collaboration between SaaSync, ChartMogul's premium US based system integrator partner, and the team here at ChartMogul. For many years QuickBooks and Xero users have requested an integration with ChartMogul, however, due to the way in which data is structured in these accounting systems it just isn't possible to create a "set and forget" style integration. So we would simply point users to our API or CSV upload features to create a custom integration. However, SaaSync came up with an ingenious idea to create a middleware SaaS app, where data could be ingested from QuickBooks Online or Xero, and any data that wasn't compatible to be synched to ChartMogul would enter a review system (a pending queue) where users could, with a few clicks, cleanup the data so that it's ready to be sent to ChartMogul. It is a "no-code" integration that dramatically reduces the friction of syncing data between QBO or Xero and ChartMogul, all through a UI and without the need to involve engineers or spend hours transforming data. I'm excited for what the future holds for SaaSync and for ChartMogul's partnership with them going forwards. Big congratulations to the founders Travis and Matt for getting to this launch day! 👏👏👏

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6yr ago

SaaSync

Maker

Hey everyone, @mattdelliott and I are excited to share these integrations with you! As QuickBooks users ourselves, we know how limited the reporting is for subscription based businesses. So we set out to build something we use ourselves. Many thanks to @nick_franklin and the folks at ChartMogul for their support and ideas as we developed this. What these integrations do is sync customer info, invoices, credit notes, sales receipts, and payments from QBO / Xero to ChartMogul. If you use recurring invoices or you enter the appropriate information on the invoice line item it's a zero touch process. For invoices that don't have the necessary information to sync, it's a quick process in our UI to add a couple bits of data before sending the data along to ChartMogul. If your business has a special blend or unique way of doing your billing (multiple systems, special billing system configurations, etc) we've also built the integrations so that we can quickly and easily add "side-car" logic so that it can fit your business needs. We appreciate your support and don't hesitate to reach out to us if you have any questions or product ideas.

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6yr ago

Neno

Cool Idea ! :)

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6yr ago

So Great!

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6yr ago

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