Faqs

How will you connect to the ERP?

The Commercient Sync agent (which is responsible for communicating with your ERP system) can run either on-premise, or in the Commercient cloud. Usually a cloud based ERP system will be connected to via an API from the Commercient cloud and there will be no local Sync agent on your premises. The API will be used for both read and write operations. For on-premise ERP systems an ODBC, SQL, and API connection is typically made from the Commercient Sync Agent running on a server in your network as a Windows Service, or as a Windows Scheduled Task. A connection to your ERP system is performed either with an ODBC driver, a SQL Server connection, or an API connection, or in the absence of an API being available we will provide the records for your ERP in CSV, XML or a staging table.

Do I need to purchase extra ERP licenses for Commercient?

No, we can SYNC from the ERP to the CRM without additional licenses. An API or SDK license may be required and your ERP vendor may provide this for free or for a fee.

Can we control the data coming from the CRM into the ERP?

Yes! In the integration, we create a new field on each object in the CRM to signify that the selected record should be included in the SYNC. That new field must be selected in order for the data to SYNC. We do this to protect the integrity of the ERP and to allow you to control the flow of data into your ERP.

Do I need to be a HubSpot expert or Sage 100 expert to do this?

Simply put, you don’t need to be an expert in anything other than your business operations. You may find that having a HubSpot expert either on staff or a consulting partner may help you achieve all your goals for HubSpot including this integration.

Should I wait until I have HubSpot up and running?

We find our most successful customers start by SYNC’ing their data first. This eliminates the need to delete, match or decide if you want to keep existing data. This saves you time and money.

What if I have been using Hubspot for some time?

We have an easy Account and Product matching AI tool that helps you match key record in the ERP to key records in Hubspot. This saves you time and money.

What data can sync from Sage 100 to HubSpot?

New Contacts to HubSpot
New Companies to HubSpot
New Deals to HubSpot
New products into the Deal in HubSpot
Update Contact in HubSpot
Update Company in HubSpot
Update Deal in HubSpot
Attach Contact and Company in Deal in HubSpot

Can I limit or control the data that I SYNC?

Yes. You can choose the type of information included in the SYNC by applying various filters.

Does Commercient Sync work with my version of HubSpot?

Commercient SYNC works with all versions of HubSpot which includes:

Starter
Enterprise
Professional

Where is my data stored and will my data be protected?

Commercient products have been taken through a rigorous review to ensure that your data is not compromised through the integration. Everything will be encrypted during each SYNC. We use AWS for the integration. AWS meets the highest security compliance for regional, government, consumer, health and business industry standards.

Can I use the data with third party apps?

Yes, the information that is included in the SYNC becomes native to the HubSpot CRM, meaning that you can use it anyway that HubSpot’s functionality allows. This includes, but is not limited to, using the data with third party apps, in reports and dashboard, and in the HubSpot search bar.

Can I SYNC different tables at different frequencies?

Commercient has amazing proprietary technology that allows us to SYNC only the “net changes” in your ERP system’ s data records. We SYNC all of your desired information at the same scheduled frequency.

Can I hide fields that I don’t want to see?

Yes! After the SYNC is set up, we offer a Screen Layout training where a Commercient expert will teach you how to see the information that you desire.

How much downtime will occur in my HubSpot org while you set up the SYNC?

The SYNC will not affect the operation of your HubSpot org. You will be able to continue using the org throughout implementation.

Can we SYNC my User Defined Fields (UDFs)?

Yes! Integrating your UDFs is not a problem; however, to properly scope out the project, please mention the UDFs to your sales representative.

How long does it take to get set up?

While the installation is handled by Commercient, there are various phases in the process where we ask for customer verification. As a result of this, the timeline is very customer driven. On average, the installation can take anywhere from 3 – 15 weeks.

What access do you need to my systems?

During implementation, we will need access to the ERP and CRM.

How will I know my SYNC is working?

You will have access to a Commercient Customer Panel that provides you with insights as to how many records are SYNC’ing, how much data has been used and even the status of your implementation project.

How are the HubSpot AE, my implementation partner and Commercient different?

The HubSpot AE’s role is to provide you with the HubSpot CRM. The implementation partner will take that HubSpot CRM and customize it to your specific needs. Essentially, they will make HubSpot look and feel the way you want. Commercient will create the integration to bring your crucial ERP data over to HubSpot, providing you with the data that you want to see.

Can I use the data with third party apps?

Yes, the information that is included in the SYNC becomes native to the Salesforce CRM, meaning that you can use it anyway that Salesforce’s functionality allows. This includes, but is not limited to, using the data with third party apps, in reports and dashboard, and in the Salesforce search bar.

Do the MCOs you create in the integration count against my object limits?

No. The Commercient MCOs will not count towards your object limits.

How does the integration affect my data storage limits in Salesforce?

The records included in the SYNC are relatively small pieces of information and,
as such, the individual records require very small storage space. However, in the event that you have hundreds of thousands of records or more, you may be concerned that your Salesforce org would require additional storage space. To prevent this, we can apply filters to only SYNC relevant records within a certain time period.

What resources do I need on my end?

Commercient offers a fully managed service where all that you need is a deep understanding of your business processes. While no other resources are required, you may benefit from having an in-house Salesforce expert or consulting partner to help you achieve your goals.

Can I SYNC different tables at different frequencies?

Commercient has amazing proprietary technology that allows us to SYNC only the “net changes” in your ERP system’ s data records. We SYNC all of your desired information at the same scheduled frequency.

Can I hide fields that I don’t want to see?

Yes! After the SYNC is set up, we offer a Screen Layout training where a Commercient expert will teach you how to see the information that you desire.

Will the data be visible through the mobile app?

Yes! You can add fields from our integration into the compact layouts for easy visibility for team members using the mobile App.

How much downtime will occur in my Salesforce org while you set up the SYNC?

The SYNC will not affect the operation of your Salesforce org. You will be able to continue using the org throughout implementation.

Can I build quotes in Salesforce using the product data from my ERP?

Yes. If you choose to SYNC products, pricebooks, and inventory, that information will become native to Salesforce and you will be able to use it to build quotes from an Opportunity. It can also be used with CPQ.

Can we SYNC my User Defined Fields (UDFs)?

Yes! Integrating your UDFs is not a problem; however, to properly scope out the project, please mention the UDFs to your sales representative.

How long does it take to get set up?

While the installation is handled by Commercient, there are various phases in the process where we ask for customer verification. As a result of this, the timeline is very customer driven. On average, the installation can take anywhere from 3 – 15 weeks.

What access do you need to my systems?

During implementation, we will need access to the ERP and CRM.

Is my data safe?

Yes. Commercient products have been taken through a rigorous review to ensure that your data is not compromised through the integration. Everything will be encrypted during each SYNC. We use AWS for the integration. AWS meets the highest security compliance for regional, government, consumer, health and business industry standards.

Do I need to purchase and maintain an additional user license in Salesforce for Commercient to access my org?

No, we do not need you to purchase an additional Salesforce license.

How will I know my SYNC is working?

You will have access to a Commercient Customer Panel that provides you with insights as to how many records are SYNC’ing, how much data has been used, and even the status of your implementation project.

Should I buy and set up my Salesforce first?

We find that our most successful customers start by SYNC’ing their data first. This eliminates the need to delete, match, or decide if you want to keep existing data. This saves you time and money.

How are the Salesforce AE, my implementation partner and Commercient different?

The Salesforce AE’s role is to provide you with the Salesforce org. The implementation partner will take that Salesforce org and customize it to your specific needs. Essentially, they will make Salesforce look and feel the way you want. Commercient will create the integration to bring your crucial ERP data over to Salesforce, providing you with the data that you want to see.

Why do you need to know the number of users?

We may or may not need your CRM user count depending on the license type and circumstance. As a Licensed Managed Package on the Salesforce AppExchange we must report the usage of the app. We have three licensing models that fit different types of businesses and syncs. The most common license used by small and medium sized businesses is the per CRM user. The Enterprise license is used for larger sized companies and the user count is not required as it covers all user usage. The Platform license is designed for companies that desire a very specific integration. These integrations are usually architected in-house for precise point to point transactions. Platform licenses do not count users, instead they count the number of transaction processes architected.

Do I have to pay by user?

If you are on a Commercient per CRM User license then, yes, you will pay per user. However, this is not the only license type we offer. Commercient Enterprise and Platform licenses do not count the users. For additional information on licensing options, see the FAQ “Why do you need to know the number of users?”

Will the SYNC create duplicates?

No, we have a proprietary Account, Contact, and Product Matching tool that uses human interaction and AI that can ensure that your ERP and CRM accounts marry up properly.

Which versions of Salesforce can you integrate with?

Our Apps have a special license with Salesforce that gives them access to the Salesforce API at no cost in all the editions (Essentials – previously Group Edition, Professional, Enterprise, Unlimited). We are also compatible with the Force.com platform which includes the standard Account and Contact objects. Integration with Force.com adds immediate value by adding the supporting objects that house the ERP data such as Invoices, Orders, Payments, and Inventory. Gov Cloud is compatible, too; however, Commercient does not have FedRamp and other related certifications. We operate on the AWS cloud which may satisfy those requirements, however.

Can I use the data with third party apps?

Yes, the information that is included in the SYNC becomes native to the ZOHO CRM, meaning that you can use it anyway that ZOHO’s functionality allows. This includes, but is not limited to, using the data with third party apps, in reports and dashboard, and in the ZOHO search bar.

What resources do I need on my end?

Commercient offers a fully managed service where all that you need is a deep understanding of your business processes. While no other resources are required, you may benefit from having an in-house ZOHO expert or consulting partner to help you achieve your goals.

Can I SYNC different tables at different frequencies?

Commercient has amazing proprietary technology that allows us to SYNC only the “net changes” in your ERP system’ s data records. We SYNC all of your desired information at the same scheduled frequency.

Can I hide fields that I don’t want to see?

Yes! After the SYNC is set up, we offer a Screen Layout training where a Commercient expert will teach you how to see the information that you desire.

Will the data be visible through the mobile app?

Yes! You can set up your ZOHO CRM mobile app to show the information you desire from the SYNC.

How much downtime will occur in my ZOHO CRM org while you set up the SYNC?

The SYNC will not affect the operation of your ZOHO org. You will be able to continue using the org throughout implementation.

Can I build quotes in ZOHO CRM using the product data from my ERP?

Yes. If you choose to SYNC products, pricebooks, and inventory, that information will become native to ZOHO CRM and you will be able to use it to build quotes.

Can we SYNC my User Defined Fields (UDFs)?

Yes! Integrating your UDFs is not a problem; however, to properly scope out the project, please mention the UDFs to your sales representative.

How long does it take to get set up?

While the installation is handled by Commercient, there are various phases in the process where we ask for customer verification. As a result of this, the timeline is very customer driven. On average, the installation can take anywhere from 3 – 15 weeks.

What access do you need to my systems?

During implementation, we will need access to the ERP and CRM.

Is my data safe?

Yes. Commercient products have been taken through a rigorous review to ensure that your data is not compromised through the integration. Everything will be encrypted during each SYNC. We use AWS for the integration. AWS meets the highest security compliance for regional, government, consumer, health and business industry standards.

Do I need to purchase and maintain an additional user license in ZOHO CRM for Commercient to access my org?

No, we do not need you to purchase an additional ZOHO license.

How will I know my SYNC is working?

You will have access to a Commercient Customer Panel that provides you with insights as to how many records are SYNC’ing, how much data has been used, and even the status of your implementation project.

Should I buy and set up my ZOHO CRM first?

We find our most successful customers start by SYNC’ing their data first. This eliminates the need to delete, match, or decide if you want to keep existing data. This saves you time and money.

How are the ZOHO AE, my implementation partner and Commercient different?

The ZOHO AE’s role is to provide you with the ZOHO org. The implementation partner will take that ZOHO org and customize it to your specific needs. Essentially, they will make ZOHO look and feel the way you want. Commercient will create the integration to bring your crucial ERP data over to ZOHO, providing you with the data that you want to see.

Why do you need to know the number of users?

We may or may not need your CRM user count depending on the license type and circumstance. As a Licensed Managed Package on the Salesforce AppExchange we must report the usage of the app. We have three licensing models that fit different types of businesses and syncs. The most common license used by small and medium sized businesses is the per CRM user. The Enterprise license is used for larger sized companies and the user count is not required as it covers all user usage. The Platform license is designed for companies that desire a very specific integration. These integrations are usually architected in-house for precise point to point transactions. Platform licenses do not count users, instead they count the number of transaction processes architected.

Do I have to pay by user?

If you are on a Commercient per CRM User license then, yes, you will pay per user. However, this is not the only license type we offer. Commercient Enterprise and Platform licenses do not count the users. For additional information on licensing options, see the FAQ “Why do you need to know the number of users?”

Will the SYNC create duplicates?

No, we have a proprietary Account, Contact, and Product Matching tools that can ensure that your ERP and CRM accounts marry up properly.

Which versions of ZOHO CRM can you integrate with?

We can integrate fully with the Enterprise, Ultimate, ZOHO One and ZOHO CRM Plus versions. We can also integrate certain ERPs into the ZOHO Professional version.

Can you integrate into ZOHO Books or ZOHO Desk?

While we do not integrate into the other ZOHO offerings, ZOHO offers integration between those systems and the CRM. If the ZOHO Books or Desk data can be integrated into the ZOHO CRM, we can grab it and move it to the ERP. For more information about integration between the different ZOHO products, click here

Can I use the data with third party apps?

Yes, the information that is included in the SYNC becomes native to the Dynamics 365, meaning that you can use it anyway that the CRM’s functionality allows. This includes, but is not limited to, using the data with third party apps, in reports and dashboard, and in the Dynamics 365 search bar.

What resources do I need on my end?

Commercient offers a fully managed service where all that you need is a deep understanding of your business processes. While no other resources are required, you may benefit from having an in-house Dynamics 365 expert or consulting partner to help you achieve your goals.

Can I SYNC different tables at different frequencies?

Commercient has amazing proprietary technology that allows us to SYNC only the “net changes” in your ERP system’ s data records. We SYNC all of your desired information at the same scheduled frequency.

Can I hide fields that I don’t want to see?

Yes! After the SYNC is set up, we offer a Screen Layout training where a Commercient expert will teach you how to see the information that you desire.

Will the data be visible through the mobile app?

Yes! You can set up your Dynamics 365 mobile app to show the information you desire from the SYNC.

How much downtime will occur in my Dynamics 365 org while you set up the SYNC?

The SYNC will not affect the operation of your Dynamics 365 org. You will be able to continue using the org throughout implementation.

Can I build quotes in Dynamics using the product data from my ERP?

Yes. If you choose to SYNC products, pricebooks, and inventory, that information will become native to Dynamics 365 and you will be able to use it to build quotes.

Can we SYNC my User Defined Fields (UDFs)?

Yes! Integrating your UDFs is not a problem; however, to properly scope out the project, please mention the UDFs to your sales representative.

How long does it take to get set up?

While the installation is handled by Commercient, there are various phases in the process where we ask for customer verification. As a result of this, the timeline is very customer driven. On average, the installation can take anywhere from 3 – 15 weeks.

What access do you need to my systems?

During implementation, we will need access to the ERP and CRM.

Is my data safe?

Yes. Commercient products have been taken through a rigorous review to ensure that your data is not compromised through the integration. Everything will be encrypted during each SYNC. We use AWS for the integration. AWS meets the highest security compliance for regional, government, consumer, health and business industry standards.

Do I need to purchase and maintain an additional user license in Dynamics 365 for Commercient to access my org?

No, we do not need you to purchase an additional Dynamics 365 license.

How will I know my SYNC is working?

You will have access to a Commercient Customer Panel that provides you with insights as to how many records are SYNC’ing, how much data has been used, and even the status of your implementation project.

Should I buy and set up my Dynamics 365 first?

We find our most successful customers start by SYNC’ing their data first. This eliminates the need to delete, match, or decide if you want to keep existing data. This saves you time and money.

How are the Dynamics 365 AE, my implementation partner and Commercient different?

The Dynamics 365 AE’s role is to provide you with the Dynamics org. The implementation partner will take that Dynamics org and customize it to your specific needs. Essentially, they will make Dynamics 365 look and feel the way you want. Commercient will create the integration to bring your crucial ERP data over to Dynamics, providing you with the data that you want to see.

Why do you need to know the number of users?

We may or may not need your CRM user count depending on the license type and circumstance. As a Licensed Managed Package on the Salesforce AppExchange we must report the usage of the app. We have three licensing models that fit different types of businesses and syncs. The most common license used by small and medium sized businesses is the per CRM user. The Enterprise license is used for larger sized companies and the user count is not required as it covers all user usage. The Platform license is designed for companies that desire a very specific integration. These integrations are usually architected in-house for precise point to point transactions. Platform licenses do not count users, instead they count the number of transaction processes architected.

Will the SYNC create duplicates?

No, we have a proprietary Account, Contact, and Product Matching tools that can ensure that your ERP and CRM accounts marry up properly.

Will the integration work with Microsoft Dynamics 365 Professional version?

Yes; however, the professional version does limit you to five third party apps. As long as you are not already connecting five other apps to your Dynamics 365 CRM, Commercient will be able to integrate into the system.

My QuickBooks Desktop is hosted by a third party? Is that okay?

Yes. We can work with most third party hosting providers. If, for some reason we can not gain access to the hosted version, we can offer to host your QuickBooks Desktop version as well to allow for the integration.

What do I need to do to make sure the SYNC works properly?

In order for Commercient to access QuickBooks Desktop to perform the scheduled integration, you must have your server that hosts the QuickBooks instance on and it must be connected to the internet. You must also be logged into the Windows user where the SYNC is installed.

Which versions of Intuit QuickBooks do you SYNC with?

We support all QuickBooks Desktop Pro/Premier, Enterprise versions and QuickBooks Online U.S. versions.

Can you integrate my Work Tags?

Yes. Work tags can be automatically set per the WorkDay user defaults. There is also the option to specify the Work Tags as part of the data that is being imported to WorkDay.

How do you manage the large updates that WorkDays does every six months?

Making sure that the SYNC is compatible with each new software update is part of our managed service. We pride ourselves on getting ahead of these updates to ensure that your SYNC is seamless.

Can you integrate my Jobs and Dispatch tables?