Integrations

ServCraft integrates with SageOne, Xero and QuickBooks to help you keep track of customers, inventory, suppliers, invoices and Purchase Orders as easily as possible.

Customers, Inventory and Suppliers

ServCraft gives you the option on what and how to sync your customers, inventory and suppliers, with 4 options: 

• None – This will make sure data is not synced to or from ServCraft.
• ServCraft To Integration – Customers, Inventory and Suppliers will only be synced from ServCraft to your accounting system.
• Integration To ServCraft – Customers, Inventory and Suppliers will only be synced from your accounting system to ServCraft.
• Bidirectional – Customers, Inventory and Suppliers will sync both to and from ServCraft and your accounting system. This is our recommended option as it will keep all your data up to date on both sides.

ServCraft is continuously updating your customers, inventory and suppliers depending on the direction of sync you have selected.

Financial Information

Quotes, Invoices and Purchase Orders will need to be synced manually when they reach certain statuses:

• Quotes need to be in the “Accepted” status in order to sync to your accounting package and will be synced as an invoice on your accounting package
• Invoices need to be in the Approved/Unpaid or Paid status
• Purchase Orders need to be in the Approved status