Master Data Integration

Following master data integrations are available through our API suite.

  • Team profile
  • Customer/Prospect profile 
  • Partner Profile
  • Product Master
  • Schemes List  

Transaction Data Integration

Transaction data integrations are available for partner transactions and customer transactions.

Customer Transactions

  • Visit Notes
  • Customer Orders
  • Customer Invoices
  • Customer Payments

Partner Transactions

  • Partner Orders
  • Partner Sales
  • Partner Payments
  • Partner Credit/Debit Notes

Other Integrations

  • VM/Campaign Response from field
  • Field Activity Log 
  • Visit Schedule