FreeAgent Integration Module for Perfex CRM

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OVERVIEW

The FreeAgent Integration Module provides a seamless connection between Perfex CRM and FreeAgent accounting software. It allows businesses to synchronise their essential data—customers, invoices, and projects—from Perfex CRM directly to FreeAgent, reducing manual data entry and ensuring financial records are kept up-to-date across both platforms.

WHO IS IT FOR?

This module is ideal for businesses and organisations that:

• Utilise FreeAgent for their accounting and financial management alongside Perfex CRM.
• Want to eliminate double-handling of data between their CRM and accounting systems.
• Need to ensure customer details, invoices, and projects are consistent across platforms.
• Wish to automate financial record-keeping to save time and reduce errors.
• Require a reliable way to push specific records to their accounting software manually or in bulk.

CORE FEATURES

OAuth 2.0 Authentication: Securely connect your Perfex CRM to FreeAgent using OAuth 2.0. The module supports both Sandbox and Production environments, ensuring you can test safely before going live.

Customer Synchronisation: Seamlessly sync your Perfex CRM customers to FreeAgent as contacts. You can do this manually from the customer profile or configure auto-sync to handle it in the background.

Invoice Synchronisation: Push your invoices directly to FreeAgent with a single click or via bulk actions. This ensures your financial reporting in FreeAgent always matches your sales data in Perfex.

Project Synchronisation: Keep your projects aligned by syncing them from Perfex to FreeAgent. This helps in tracking project financials and billing effectively in your accounting software.

Bulk Sync Operations: Save time by syncing all your customers, invoices, or projects at once. The settings page provides easy-to-use bulk sync tools for initial setup or periodic updates.

Detailed Sync Logs: Stay informed with comprehensive logs of all sync activities. View success statuses, error messages, and raw data to troubleshoot any issues quickly.

More features on the way. Feel free to send through your feature request.

INQUIRIES AND SUPPORT

For any pre-sales inquiries, please use the discussion tab to ask any questions you may have.

If you have purchased this module and require support, please open a support query, and we will be glad to assist you.