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One of our clients asked us to research the best way to integrate Salesforce with QuickBooks Online, and we thought we’d publish what we found as a blog post. The challenge for Charities is that a fundraising charity often receives payments, sometimes directly and individually, sometimes aggregated through their credit card provider, and sometimes through direct debits. Sadly, there is no magic bullet for handling all of this. QuickBooks Online will not ‘know’ about individual donations when it reconciles a single bank transaction containing multiple donations. So a custom solution is often needed. For charities who run a social business or a business-esque branch (such as the Red Cross being paid to deliver First Aid courses in a business) and issue Invoices, the options are a lot brighter. Tons of businesses have grappled with the best way to get financial data back and forth between Salesforce and QuickBooks Online, and if a charity’s business model is similar to that of a business, the integration will be easy. Trigger-based Salesforce QuickBooks Online Integration Trigger-based means that an event in Salesforce fires off an event in QuickBooks Online, or vice versa. Trigger based integration includes the widely know Zapier, which syncs all manner of programs. Zapier is powerful in that it can connect to multiple data sources, but as a result the integration isn’t as tight. Need to specify a custom field in QBO based on a custom field in Salesforce? Either tricky or impossible. Workato is another trigger based integration that talks to multiple data sources. Workato is more Salesforce-focused than Zapier, so OneSaaS is more of a shopping cart...Learn More
Finding the right Email Service Provider (ESPs) for your organisation can be a stressful task. With so many to choose from and many providers offering very little information it is incredibly difficult to fully understand what the pros and cons of the providers actually are. Although Groundwire is no longer around, Sam Knox from the leading nonprofit organisation has provided a great in detail comparison report of Email providers that integrate with Salesforce. Covering everything from features to pricing. If you are in the market for an ESP or just browsing around this guide will provide the perfect overview of the many services available and just how they can help you integrate with your Salesforce smoothly. If you are interested, click the link below to download the PDF copy of the guide. Email Service Providers (January 2012,...Learn More