Click on the settings icon and select ‘Disconnect from QuickBooks’. Alternatively, you can remove the link between a selected Legrand CRM Company or Contact and the customer record in QuickBooks Online. Go to the Companies or Contacts module in Legrand Cloud CRM to select the customer. Click on the ‘QuickBooks’ tab…
Define the Sync Settings A ‘Xero’ module should appear in the menu once you successfully connect Legrand Cloud CRM with Xero. Go to the Xero module and click ‘Sync Settings’ on the left sidebar to specify the sync settings. NOTE: A valid customer in Xero can exist without a Contact Name or Company…
Click on the Settings icon to open the administration panel and select ‘Accounting Link’ or click the Xero module in the top menu. Select ‘Click here to Disconnect’.
Once you sync data into Legrand Cloud CRM, you can view sales transactions for every customer and open detailed invoices. Select the company or contact record and expand the ‘Xero’ tab to view transactions. Click ‘Get Latest Transactions’ to retrieve the latest sales transactions and select the search icon on the right to view…
Once you define your sync settings, click the ‘Sync’ tab available on the left sidebar. The sync function imports customers from Xero and sales transactions into Legrand Cloud CRM. Depending on the number of requests in the queue, your sync request may take between 3 to 10 minutes. You can continue to…
Go to the Contacts module and select the contact. Click ‘Create in Xero’ in the ‘Actions’ tab then ‘OK’. Once you have created a new Xero contact, you can open the record in Xero from within your CRM database. Simply select ‘Xero’ from the list of actions in Legrand. In addition, sales transactions from Xero…
Go to the Contacts module and select the contact. In the list of ‘Actions’, click ‘Create in Xero’ and ‘OK’ to confirm.
Go to the QuickBooks module and select ‘Import Employees’. You can access employee records in Legrand Cloud CRM via the administration panel. Click on the Settings icon to open the administration settings and select ‘Users’. Legrand Cloud CRM lists employee records under ‘People with no CRM login’. You can now proceed to…
Go to the ‘QuickBooks’ module in Legrand Cloud CRM. Select ‘Import Products Services’. A pop-up confirmation should appear once the process is complete. You can access the list of products and services in Legrand Cloud CRM via the administration panel. Click on the Settings icon to open the administration settings and…
Go to the Companies module to select a company linked to your QuickBooks Online account. Click on the ‘QuickBooks’ tab to show more information. The ‘Financial Summary’ shows the customer’s accounting information, sales statistics and outstanding balances. Click ‘Get Update’ to retrieve an update from QuickBooks Online. Switch to the ‘Transactions’ tab…