Must Read Before You Integrate With Your Accounting Software

Integrating MUST READ Before you integrate with your accounting software with Workshop Software connects the two systems so data flows between them without manual entry. Once set up, this integration saves time and reduces the chance of errors when working across platforms. Follow the steps below to configure the integration.

PLEASE READ CAREFULLY When integrating Workshop Software and ANY accounting system it is important to understand that the 2 applications will “talk to each other”, which is known as “syncing”. Essentially this means that whatever data is in one application, for example Customers & Suppliers, will be automatically “synced” to the other applications. YOU MUST BE CAREFUL TO ENSURE that you do not create duplicates. This most often occurs when you IMPORT your Customers or Suppliers from one system to the other, and then INTEGRATE them together. This will always create duplicate records, which will then need to be removed. The remove of duplicate records will incur a Service Fee. Please be aware that duplicate records created in your Accounting system as a result CAN NOT be addressed by Workshop Software support staff. If you are new to Workshop Software, and have any doubts as to how to proceed, it is strongly advised that you wait until you start the onboarding process.

Good to Know

  • If you experience any issues during setup, contact the Workshop Software support team for assistance.

Frequently Asked Questions

What do I do if the integration is not working?

First, check that your credentials are entered correctly and that both systems are accessible. If the issue persists, check the event log in Workshop Software for specific error messages, or contact the Workshop Software support team for assistance.

Can I disconnect this integration later?

Yes. You can disable or disconnect the integration at any time through the integration settings in Workshop Software. Disconnecting does not delete any data that has already been synced.

What if this does not resolve the issue?

If the problem persists after following the steps above, contact the Workshop Software support team. They can investigate further and help resolve the issue.

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