Solutions

Customer Data

Synchron offers a list of tools to facilitate your productivity and simplify the implementation of your workflows. Send your data by email, automatically generate Excel files and save time on manual repetitive tasks.

Clients

Invoices

Transactions

Marketing

Customer Data Apps

3 supported apps

Google Sheets

Ease of Use:

Google Sheets is an online spreadsheet software included as part of the Google Drive office suite.

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CSV Files

Ease of Use:

The Synchron CSV tool allows you to easily export any type of data to a CSV spreadsheet. The CSV/XLS tool also allows you to retrieve data from any spreadsheets and synchronise it with your e-commerce store, for example when importing products or orders.

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AirTable

Ease of Use:

Airtable is a cloud-based project management solution targeting small to midsize businesses and focuses on data organisation and collaboration.

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Keeping the application safe and up to date

On a cloud platform, back-ups and software updates become a thing of the past. You’re always logged in to the most up-to-date version of the software, with all the latest functions, tax rates and necessary returns. Also, your work is saved automatically as you go, so you save both time and money on tedious back-up procedures.

Why is it more efficient or sustainable?

With an online storage system, you can significantly reduce your reliance on paperwork. Invoices can be emailed out and shared through storage platforms directly to clients, removing the costs of printing and postage – and speeding up the payment process. Incoming bills and receipts can be scanned and saved directly onto the storage platform with the associated transactions in your accounting software, for example.

Backing up your important data safely

Because your documents are all digitised and stored in the cloud, there is no need to keep the paper originals or store the files on your computer. This helps in backing up your data safely, where you will be able to retrieve it from anywhere and at any time.

Is it easy to work as a team with a storage cloud solution?

Working with colleagues, and sharing data with your advisers, is an extremely straightforward process when you are based in the cloud. Using the old desktop approach, you have limited access to your accounts, which makes collaboration with colleagues and advisers difficult. With a SaaS or online software solution, you, your colleagues, your management team and your advisers can all access the same data instantly, from any geographical location.

Import and Export

Use our Excel converter to import your CSV and XLS files to a third party application or software, such as your e-commerce store or accounting system.

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