Quoting/Invoicing Process Needed - Excel to Sugar to Quickbooks

Using SugarCRM 7.2 - Professional. Trying to figure out what is available as a process, whether it be from a third party or standard Sugar functionality. Tools I think should be using - Excel & Quickbooks Plug-ins.

Early in sales process we tend to create a spreadsheet with various options or offers. We reveiw it with them and make changes during the conversation to narrow it down to what they actually want to buy. Once that is done we would like to import it into Sugar as a Quote with the relevant Quoted Line Items.

I think the Sugar/Quickbooks integration basically takes care of itself

The end result would be only needing to type in the line items once and be able to push that info from Excel into Sugar then push it into Quickbooks.

Is this possible or a pipe dream?

Relatively new to Sugar with no background in coding. I'm a sales guy trying to help the company streamline our Sugar processes. I know my way around Sugar fairly well but I'm no developer.

Any help is greatly appreciated.

0 Amanda Anderson over 10 years ago

Hi there -

What you are hoping to accomplish is absolutely possible in Sugar! I work for Epicom, a SugarCRM partner, and we've done a similar project for other customers. Pushing your Excel document to create a Sugar Quote would be a customization, but again is possible. To get from Quotes to QuickBooks, you could use our QuickBooks plugin. Reach out if you'd like to setup a call to discuss in more detail. http://epicom.com/contact

- Amanda
0 Richard Jenkins over 6 years ago

Hi mzilmer mzilmer
May I suggest you check out Commercient's integration app. They have implemented over 85 integrations between multiple ERP & CRM's Including Quickbooks Online. Their integrations are highly customizable and can be as in-depth or as simple as needed. The app is also available on SugarExchange.

Thanks!
0 Gabe Kressel 4 months ago

You could try importing Excel data into SugarCRM as quotes and syncing to QuickBooks. Tools like Skyvia are one option to simplify this process without coding, or you could explore other integration tools that handle these workflows efficiently.