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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.

Each company has its own Optima synchronisation setup, visible on a single shared list. (Polish interface) SaldeoSMART material

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.

SystemHow the connection usually looks
Comarch ERP OptimaThe best documented route, with the VAT register and the supplier record. For unusual schemes we add extensions of our own.
enova365Exchange through a separate add-on. A frequent subject is mapping analytical dimensions onto categories in SaldeoSMART.
Symfonia, InsERT, Wapro, RAKSStandard file exchange or a direct connection, depending on the version and the module.
Systems outside the listThe 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 We do not publish figures on the site because they change; we give them in conversation, before we issue a quote.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