Connect2Field - Saasu Integration - Item Invoices

Above is an existing Saasu Account for 'CheckMate IT Repairs''
From the Dashboard, click 'Settings'

Within Setting, click 'Web Services'

From here copy your File ID and Access Key numbers.. We need this to input to Connect2Field to integrate the systems..
Also ensure, your Web Services are 'Enabled' as above..

Also, in Saasu, we have set up 2 'Income' Accounts, one for 'Hardware Sales' & 'Software Sales'
We will explain both with examples in the following steps..

Above shows an Item already existing in Saasu account.. Items can be linked to your product list in Connect2Field, else they get added in your Saasu account if they are not present..

Please Note: If you wish to link existing items in Saasu to products in Connect2Field, the 'Item Code' in Saasu should match with 'Product Name' in Connect2Field.. For this example: Logitech Media Keyboard 600.

Also, this item is set up with an 'Income: Hardware Sales' account..

Next, we move to Connect2Field.. Login to your account with your admin credentials..

From your Dashboard, choose:
Options->Integratons->Saasu

Above for the account of 'CheckMate Solutions' we see two panes..
Towards the left is the Connect2Field Invoice pane..
At the right, is the Saasu invoice pane..

1. The Date Selector for your Invoices in Connect2Field
2. Refresh
3. Export your Customers to Saasu. This only exports all customers previously not sent to Saasu.
4. Export your invoices to Saasu
5. Settings for Connect2Field-Saasu Connectivity

Click on 'Settings' in the Saasu pane..

Here we enter the 'File Id' and the 'Access Key' we copied from the online Saasu account, as explained above..

The Default Sales Code: Here is where you choose the Sales Code to which the invoices from Connect2Field should map

Default Tax Code: This is the tax code in Saasu, the C2F invoices should map to. Copy paste the Tax name from Saasu to C2F.

The Invoice Type options are 'Item' & 'Service'.

Here we look at 'Item Invoice'.. Settings as configured above..

Enter the details and hit Save..

Above shows the product Logitech keyboard.. The product name is similar to the 'Item Code' in Saasu to map correctly..

Above, we have created a new job with products added to them..

Above shows an invoice for the same client 'Care Telecom'..

Select the Invoice and Click Transfer button..

From your Saasu dashboard, click Sales..

Here you can see all the invoices which we just inserted from Connect2Field..
Hit 'Edit' button next the the invoice for the invoice we just transferred..

Above shows both the items in the invoice..

The first items 'Logitech Keyboard' gets mapped to the account 'Income: Hardware Sales'
The 2nd item 'Quick Heal Anti virus' was not existing in Saasu, hence it gets inserted in Saasu and gets mapped to the Default Account code we specified in Connect2Field - Saasu Settings page.. ie 'Software Sales'

As this is a service invoice, the product quantities are detailed separately, in cotrast to service invoices, where we do not maintain inventory..

Here you can see, the product got inserted into the 'Items' list in Saasu.. All products inserted from Connect2Field will have a description of 'Created by Connect2Field'

Let us check details of the newly inserted product 'Quick Heal'

As you can see above, the new product got linked with the 'Income: Software Sales' account as it is the default sales account in connect2field saasu setup..

The rule of thumb is:
1) If a product already exists in Saasu, the product gets linked with the Account chosen in 'Sell' Field
else
If the product is not present in Saasu, it gets inserted with the Default Income Account chosen in Connect2Field-Saasu Settings.

The above transaction report shows both products of the same invoice getting linked to seperate accounts as per above example..

Feel free to write to us if you have any questions: support@connect2field.com