Short answer
First find out what integration options your accounting software offers — an API, import formats or ready-made connectors. Then decide what data needs to move (customers, invoices, payments, products), in which direction and how often, and which system is the "master" for each type of data.
Key questions before integrating
- What data? Customers, invoices, payments, products, stock levels, employees.
- In which direction? From your system to accounting, the other way round, or both ways.
- How often? Instantly, hourly, daily.
- Which system is the master? For example, customer data is maintained in the CRM, and accounting only receives it.
- What happens when there’s an error? A notification, a retry, a log.
Technical options
- API — the best option, if the software offers one.
- Import and export files — XML, CSV or the software’s own format.
- E-invoices — structured invoices that accounting can receive automatically. See how to connect e-invoices to your accounting software.
Accounting programs common in Latvia offer different integration options — they have to be checked for your specific version.
Example
The Valtek dealer management system is integrated with the Horizon resource management and accounting system, so data doesn’t have to be entered twice.
