Commercient SYNC Integration for QuickBooks and Tableau

Why Use SYNC for QuickBooks and Tableau

Commercient’s SYNC application makes it possible to see your QuickBooks data in your Tableau. It keeps you up-to-date with changes made to your QuickBooks and Tableau system simultaneously. In your Tableau you can see a mirror image of what’s happening in your QuickBooks system. Commercient SYNC is easy to install. We take care of everything on the back-end. All you need to do it just download and go with easy access to sales and customer data when and where you need it.

Pre-built integration

Installs in weeks not months

No coding or mapping needed

Alerts customers proactively

Win more of your Deals

Tableau and QuickBooks integration include:

Syncing data from QuickBooks to Tableau CRM:

  • Create New Contact in Tableau CRM
  • Create a New Company in Tableau CRM
  • Create New Deal in Tableau CRM
  • Create Products in Tableau CRM
  • Add Products into the Deal in Tableau CRM
  • Update Contact in Tableau CRM
  • Update Company in Tableau CRM
  • Update Deal in Tableau CRM
  • Attach Contact and Company in Deal in Tableau CRM

Syncing data from Tableau CRM to QuickBooks:

  • When a new Company is created in Tableau CRM then a Customer is created in QuickBooks.
  • When a new Contact is created in Tableau CRM then a Contact is created in QuickBooks.
  • When a new Deal is created or reaches a defined stage in Tableau CRM then a Sales Order or Sales Invoice is created in QuickBooks.
  • When a new product is created in Tableau CRM then a Product is created in QuickBooks.
  • We SYNC Engagement activities like calls, notes, emails, tasks, and meetings. This activities can be synced and associated with company, contact, deals, tickets, and other custom object
  • We can SYNC data to all Tableau CRM version including free version.

The above transactions are commonly requested, however, you can choose what you want to be synced above and beyond the list above. You can perform your own custom mappings as needed.

How Commercient SYNC can benefit your business?

  • Commercient SYNC is cloud-based, meaning you can access information from any location
  • Commercient SYNC does not use ETL, mapping, coding, or servers
  • You don’t have to program anything since QuickBooks data is automatically integrated into Tableau or Tableau to QuickBooks
  • SYNC provides a 360-degree view of QuickBooks data in Tableau and vice-versa
  • Your data can be synced as often as you need
  • SYNC saves time on data entry and prevents duplication of data
  • Your sales, customer service, and marketing teams processes will be streamlined
  • Easier access to leads and customer information
  • Better track of sales, orders, invoices, so you can see where your business is and how to achieve sales and company goals
  • And much more!

Compatible Software

Commercient integration compatibility is maintained with the most current release of QuickBooks and Tableau. Prior/older version compatibility is maintained for many years as is feasible, for specific details please contact your Account Executive at Commercient*

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FAQ

Can SYNC integrate ANY QuickBooks version, including Desktop, Advanced, or Enterprise?
Yes, Commercient SYNC works with all versions of QuickBooks, including QuickBooks Online, QuickBooks Desktop, Advanced, or Enterprise. We connect any version with your CRM.
Can you integrate QuickBooks line items (besides headers, sales orders, etc.)?
Yes, SYNC integrates line items and details in QuickBooks, regardless of your version.

See More FAQs…

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See What Our Customers Are Saying About SYNC

“Commercient’s solution works as advertised, I buy a lot of software, I have a lot of projects, and I deal with a lot of vendors, and so far Commercient’s SYNC has responded on every aspect, there’s no issue I can think of where it hasn’t worked like I thought it would.”

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“I have worked with Commercient since 2009. We integrated Salesforce CRM with SYSPRO and the depth of integration Commercient provided is what really sets them apart. I highly recommend them.”

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“With [Commercient] SYNC, our salespeople can see the customer information and accounting records, all together. That cut a huge part of the sales process for existing customers.”

“I would highly recommend this product. Our Sage 100 data is now fully integrated with Salesforce. Commercient has a very good response time and they get the job done.”

“The Commercient ERP Sync is exactly what we needed to see our Sage 100 customer data in Salesforce. We migrated from Sage CRM to Salesforce and the Commercient Sync resolved our #1 issue, silo data.”

“Commercient has delivered exactly what was promised in a timely manner. After their sync, we now have full access to our Sage 100 ERP data in the Salesforce platform”

“Commercient delivered exactly what they said they would. We’re now getting all the data from our ERP, Sage 100, that we wanted and are extremely happy.”

We needed to get our sales reps a more accurate picture of our invoicing situation… Commercient has allowed us to do is put all our information in one central place.”

“I am very pleased with the customer service and the support the Commercient Support Team has shown us, and look forward to continuing to work together.”

“Commercient has been extremely reliable and handles the syncing of data between our ERP, Visual, and Salesforce. Tech support has been exceptional and responds quickly to our needs. Highly recommended.”

“Really professional company that has allowed us to make the full use of the functionality available within our CRM.”

“I recommend this solution for others that need to move data between Sage and Salesforce. We use B2B Commerce, and getting data between Salesforce and Sage is a very complex process; however, Commercient takes on the hard work for us. Love it!”

Get Your Free Demo

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“Commercient’s solution works as advertised, I buy a lot of software, I have a lot of projects, and I deal with a lot of vendors, and so far Commercient’s SYNC has responded on every aspect, there’s no issue I can think of where it hasn’t worked like I thought it would.”

– Gene Horlander

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