12d Synergy Connectors
Connectors allow you to integrate 12d Synergy with other software packages in your organisation. For ease of implementation the 12d Synergy development team have written a range of connector integrations for popular software packages such as:
- • Total Synergy
- • Abtrac
- • Workflow Max
- • Microsoft SharePoint
- • Microsoft Dynamics
- • MYOB
- • Xero
- • Custom connectors can be developed, Ask us!
Xero is a cloud-based accounting software platform for small to medium sized businesses. The system has a range of features including invoicing, inventory, payroll, expense tracking, quotes and reporting. You can read more about Xero and their range of features here.
How does Xero connect to 12d Synergy?
Once you have connected Xero to 12d Synergy via the API connector, you set up which information to sync from Xero to the relative 12d Synergy Job or location. The data which can be imported into 12d Synergy from Xero consists of entities and fields.
Entities include information such as clients, jobs and contacts etc. Fields include metadata such as name, created date, contact information such as email, phone number as well as any other custom fields. This data can then be mapped for storing from Xero to 12d Synergy.
12d Synergy’s Xero connector can also save you time by automatically setting up new jobs inside 12d Synergy. When a new job is entered into Xero, you can map a field which tells 12d Synergy that a new job needs to be created. You can configure the system to set up different job types from templates depending on the information entered in Xero.
In practice you might have a standard design job template, when a new job is entered in Xero your new job is created in 12d Synergy. This job template can include things like a folder structure, roles, tasks, workflows and naming conventions/naming rules already built. This saves a huge amount of administration at the start of a job, any customisations needed to specific jobs can then be made after the template is applied.
Xero and 12d Synergy – A Competitive Advantage for Milton Services
Download the free eBook to see how Milton Services leverage 12d Synergy, Xero and Workflow Max to gain a competitive advantage over his much larger competitors.