Sellsy Guide
Sellsy
Sellsy + SalesForce
Synchronise Sellsy with SalesForce
Optimise your Sellsy accounting by integrating with SalesForce to better manage your sales.
Synchronise your Orders
Import or export your orders from one application to another.
Track your Inventory
Keep your inventory up to date by synchronising your stock levels.
Export your Invoices
Replicate your invoices and save your important data.
Optimise your Marketing
Use your customer data to improve your sales.
What solutions does SalesForce offer?
Salesforce offers solutions for sales management, marketing automation, partner relationship management, customer service.
Can I import data from Excel into the Salesforce CRM?
Yes, since you can export data from Excel as a CSV (comma-separated values) file, you can then import it into your Salesforce CRM. You can also import data from Outlook, ACT!, GoldMine, or any program that can export data in the CSV format.
Can I import and export data into Sellsy?
You can import and export the following lists to and from MS Excel or CSV file: Customers, Suppliers, Products and services, Chart of accounts. Plus you can export reports to MS Excel.
What reports types are available in Sellsy?
Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.
Connect Sellsy and SalesForce
No-code platform, start integrating in a matter of minutes.
Synchronisation
Automatically trigger your syncs on predefined events.
Universal Connector
Connect and synchronise your applications without any technical knowledge.
User Interface
Observe in real time the data transferred from one app to another.
Resilience and Security
Enjoy fully encrypted communications and transfers.
Multi-user Account
Work as a team and regulate the permissions of your team members.
Statistics
Follow the frequency of your synchronisations over time.
Integration Guides
Tips to integrate Sellsy and SalesForce easily
Sellsy is an accounting / CRM software that holds sales pipelines, invoices, payment status, and projects under one roof.
SalesForce is an online CRM software for enterprises looking for a SaaS customer management solution. Salesforce is the leader in customer relationship management and will help you better track and understand your sales.
Please note, the platform is still in beta and not all integrations are available. Please contact us to get the current list of supported integrations.
Questions about the integration?
Request more info on Sellsy + SalesForce integration
