This guide is designed to help you evaluate whether integrating your accounting package with Commusoft is the right decision for your business. By carefully following the flowchart and instructions, you will gain a clear understanding of the requirements, steps involved, and manual effort necessary for a successful integration.
This preparation ensures that you:
Have a full understanding of your data.
Are confident in the process and the next steps.
Can make informed decisions tailored to your business needs.
We strongly recommend completing this guide before beginning the integration process to avoid potential errors or disruptions.
Flowchart Instructions
Follow the steps below in sequence to assess your readiness for accounting integration:
Step 1. Do you have any Customers/Suppliers in your Commusoft account?
👍 If Yes: Go to Step 2.
👎 If No: Skip to Step 3.
Step 2. Do those same Customers/Suppliers already exist in your accounting package?
👍 If Yes: Read Linking Customers/Suppliers, then go to step 3.
👎 If No: Skip to Step 3.
Step 3. Do you have Customers/Suppliers that you want to import from the Accounting Package in to Commusoft?
👍If Yes: Read Field mapping
👎 If No: Go to step 4
Step 4. After answering the previous questions do you wish to proceed with integrating your accounting package with Commusoft?
👍 If Yes: Read Set-up your Accounting Package
👎 If No: No further action is required for the integration at this time. If you have any questions or uncertainties contact us here.