Netvisor Integration

INTEGRATION TO

Netvisor

Integrate Netvisor with Cloudify and organise and manage your accounting. We enable integration with CRM apps, webshops, inventory and production management systems, marketing apps, and payment gateways that automate invoicing, bookkeeping, sending invoices, sending emails/updates, registering payments, and more.

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Supported Integration

Custom Apps

With CRM systems

Integrate Netvisor with your CRM systems to automatically populate your Netvisor app with customer information and automate processes like creating invoices, orders, or quotations or adding invoiced customers to a specific mailing list in the CRM where a deal has been created in the pipeline.

How does it work?

When your CRM is populated with customer data, you can automatically create invoices, draft orders, and quotes and send them to the customer for further action.

Campaigns

You can manage your campaigns and get real-time data about the campaigns by integrating Netvisor with the CRM app.

Customers

Once the contacts are created/updated in the CRM, they automatically get updated in Netvisor, including billing and shipping addresses.

Products

Any item that is listed in Netvisor will be uploaded as a product in the CRM app, with the functionality of one sales price being mapped in CRM as the standard price.

Orders

The sales orders from the CRM with their current status will be synced as Netvisor sales orders.

Invoice

Payment methods will be synced from CRM to Netvisor for sales for automatic invoice creation.

With Webshops/E-commerce stores

Integrate Netvisor with your webshop and ensure that your webshop customers, products, invoices, and inventories are synced automatically. You can also transfer your orders, create and send invoices, and manage credit notes.

How does it work?

When an order is placed on the webshop, it is automatically transferred to the accounting app or Netvisor in the current case. An invoice is created against the order, with or without the option for payment. Accordingly, the customer and product details are updated according to your needs.

Customers

All customer details, such as shipping address, billing, contact details, etc., are synced to the Netvisor account.

Products

All the product listings are updated and synced with Netvisor with all details. Any modification of the products in the webshop reflects automatically in Netvisor.

Inventory

The exact inventory level is maintained by the real-time stock updates from Netvisor.

Sales Orders

All webshop sales orders will get instantly converted into Netvisor sales orders.

Order fulfillment

The e-commerce stores' shipping methods and charges will be fully mapped with Netvisor so that customers can track their shipments and view the order status in real time.

With marketing systems

Integrate Netvisor with your inbound and/or outbound marketing system and automate your email marketing by adding customers to the outbound mailing lists when they have been invoiced.

How does it work?

When the generated leads or customer data are populated into the Netvisor account for invoicing, the customer details are further synced into the marketing app’s mailing list.

Orders

When an order is placed in the webshop and the details are updated in the Netvisor app, they are transferred to the marketing app, where you can set up targeted email campaigns.

Customers

The customer information can be used in the marketing app. If the marketing app is linked with the CRM and Netvisor, it can also take customer information from there and launch email campaigns.

With inventory and production management systems

Integrate Netvisor with your inventory management system to ensure automatic stock, inventory, and production management. This integration lets you sync data in your Netvisor account and create an invoice when a new order is delivered in the inventory management app.

How does it work?

Sync your complete inventory and import your sales orders by integrating Netvisor with inventory or production management apps.

Orders

When an order is marked shipped or delivered in the inventory management app, it also gets updated in Netvisor.

Inventory

Inventory sync with Netvisor lets you keep track of the stocks and stockouts.

Order fulfillment status

Once the shipment is complete or delivered, the Netvisor account updates the status.

Supported Integration

Custom Apps

With CRM systems

How does it work?

When your CRM is populated with customer data, you can automatically create invoices, draft orders, and quotes and send them to the customer for further action.

Campaigns

You can manage your campaigns and get real-time data about the campaigns by integrating Netvisor with the CRM app.

Customers

Once the contacts are created/updated in the CRM, they automatically get updated in Netvisor, including billing and shipping addresses.

Products

Any item that is listed in Netvisor will be uploaded as a product in the CRM app, with the functionality of one sales price being mapped in CRM as the standard price.

Orders

The sales orders from the CRM with their current status will be synced as Netvisor sales orders.

Invoice

Payment methods will be synced from CRM to Netvisor for sales for automatic invoice creation.

With Webshops/E-commerce stores

How does it work?

Customers

All customer details, such as shipping address, billing, contact details, etc., are synced to the Netvisor account.

Products

All the product listings are updated and synced with Netvisor with all details. Any modification of the products in the webshop reflects automatically in Netvisor.

Inventory

The exact inventory level is maintained by the real-time stock updates from Netvisor.

Sales Orders

All webshop sales orders will get instantly converted into Netvisor sales orders.

Order fulfillment

The e-commerce stores' shipping methods and charges will be fully mapped with Netvisor so that customers can track their shipments and view the order status in real time.

With marketing systems

Integrate Netvisor with your inbound and/or outbound marketing system and automate your email marketing by adding customers to the outbound mailing lists when they have been invoiced.

How does it work?

When the generated leads or customer data are populated into the Netvisor account for invoicing, the customer details are further synced into the marketing app’s mailing list.

Orders

When an order is placed in the webshop and the details are updated in the Netvisor app, they are transferred to the marketing app, where you can set up targeted email campaigns.

Customers

The customer information can be used in the marketing app. If the marketing app is linked with the CRM and Netvisor, it can also take customer information from there and launch email campaigns.

With inventory and production management systems

How does it work?

Sync your complete inventory and import your sales orders by integrating Netvisor with inventory or production management apps.

Orders

When an order is marked shipped or delivered in the inventory management app, it also gets updated in Netvisor.

Inventory

Inventory sync with Netvisor lets you keep track of the stocks and stockouts.

Order fulfillment status

Once the shipment is complete or delivered, the Netvisor account updates the status.

BENEFITS

Benefits of Integrating Netvisor with Cloudify

Centralized Financial Management

Integrating Netvisor with accounting tools consolidates financial data, ensuring accurate bookkeeping, faster reconciliations, and streamlined reporting.

Real-Time Cash Flow Insights

Syncing with analytics apps provides instant visibility into cash flow, revenue, and expenses, empowering businesses to make informed financial decisions.

Automated Payroll Processing

Connecting Netvisor with HR and payroll systems automates salary calculations, tax deductions, and compliance, reducing errors and saving time.

Seamless Invoice and Payment Tracking

Integrations with invoicing and payment platforms enable automated invoice generation, payment reminders, and secure transaction management.

Enhanced Collaboration for Teams

Integrating with collaboration tools ensures finance teams can share reports, approve budgets, and track updates in real time, improving efficiency.

Improved Expense Management

Linking Netvisor with expense tracking apps simplifies capturing, categorizing, and approving employee expenses, leading to better cost control and transparency.

Are you unable to decide for yourself?

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Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Integration

Custom Integration

Company

Contact

About Us

Blog

Careers

Modern and intelligent business process automation and integration platform to connect your enterprise.

Let's get started

Book A Consultation

Terms & Conditions

Implementation

Accounting

CRM

Sales

Marketing

Inventory Management

Solutions

Digital Analysis

Implementation

Integration

Custom Integration

Company

Contact

About Us

Blog

Careers

Modern and intelligent business process automation and integration platform to connect your enterprise.

Let's get started

Book A Consultation

Terms & Conditions