SaldeoSMART integration with accounting software and ERP
SaldeoSMART sends documents to the software you already post in, including Comarch ERP Optima, enova365, Symfonia, InsERT and Wapro.
Which software SaldeoSMART works with
The vendor documents integrations for more than forty systems: Comarch ERP Optima, Comarch ERP XL, enova365, Symfonia, InsERT, Wapro, RAKS, Ramzes and less common ones. The posting stays in the software your team already knows.
When the standard data exchange is not enough, we write a solution of our own, for example a bot that moves documents across and posts them at a set time.
What goes across to the software
Depending on the system and the configuration: the document with its line items, the VAT register, the supplier record, the posting scheme, analytical dimensions, payments. With the first company we settle this once and check it on real documents, including what happens with a correction, a duplicate and a foreign currency invoice.
| System | How the connection usually looks |
|---|---|
| Comarch ERP Optima | The best documented route, with the VAT register and the supplier record. For unusual schemes we add extensions of our own. |
| enova365 | Exchange through a separate add-on. A frequent subject is mapping analytical dimensions onto categories in SaldeoSMART. |
| Symfonia, InsERT, Wapro, RAKS | Standard file exchange or a direct connection, depending on the version and the module. |
| Systems outside the list | The SaldeoSMART API. Before we quote, we work out what such a connection costs and whether it pays off. |
What an integration costs
Some connections are included in the price of the product. Some are charged separately. For a few systems there are stronger solutions than the standard one, which replace the basic integration and carry a price list of their own. We do not publish figures on the site because they change; we give them in conversation, before we issue a quote.
When the problem is on the accounting software side
We look for the cause on both sides of the integration. If it sits in the software itself, we pass the case to a trusted specialist in that software and stay on it until documents reach it again. If your software is outside our experience, we will say so straight away and quote the time needed to work it out, or suggest a simpler file export.
Let's talk about your implementation
Write and tell us what you post in and what can't be transferred automatically today. We'll reply with how the integration looks in your system and whether anything has to be written for it.
The same person handles your implementation and the support that follows. Prefer to call? 513 805 506