Integration with Money ERP

Money ERP is a rapidly deployable information system that automates and optimizes business processes in small and medium-sized enterprises.

What can the integration with Money ERP do?

Thanks to one-way integration, you can export Accounts (contact cards) and information about Deals directly to Money ERP, including:

to the database Import XML table for automatic record processing
or to a file with the XML extension for subsequent manual import

In Money ERP, received Sales Orders are created with links to the warehouse and contact database. These Sales Orders create reservations in the selected warehouse. With the Integration module in Money ERP, you can automatically create requests for creating and updating selected data in Raynet. This includes creating product cards and updating their prices. This saves you time by eliminating the need to re-enter records from one system to another.

Export of Deals and Accounts can be performed in Raynet from both list and detail views.

Tip: For reverse creation and updating of some data from Money ERP to Raynet, you can also use custom integration with Money ERP. We elaborate on this integration in the lower part of the article > HERE.

Enabling integration in Raynet

Only an Administrator can enable the integration. In the upper right corner, click on your name » Settings.

From the left menu, select ADD-ONS » Accounting » Money ERP » Activate.

Enter the warehouse code from Money ERP, with which the exported items from Deals will be paired. This option will enable exports to an XML file for subsequent manual import in Money ERP.

You can also fill in the details for connecting to the Money ERP server. The data will then be automatically exported without the need to transfer them via an XML file. The required data will be provided by the vendor or implementer of Money ERP.

Click the Activate button.

From now on, there is an option in Raynet for Exporting to the Money ERP application.

You can continue with the export of Deals or Accounts from Raynet. You can learn more about the export in this article.

The Money ERP integration allows:

To create a record in the Raynet contact database
To create and update Price Lists and Products
To change the status of a Deal based on a processed Sales Order received
To supplement information into optional columns for Accounts, Deals, etc. (turnover, debt, stock quantity, invoice number and date in Money for the processed order)

You can find the description of the integration in this article (only in Czech language) in the section Importing data into Raynet. This is an individual paid service. Details will be clarified by a consultant based on specific requirements.

Contact

Email: podpora.moneyerp.com
Tel: +420 549 522 502