Scribe

NetSuite (CData)

Scribe has partnered with CData, which offers drivers with connectivity to many business applications. This connector gives you full access to the capabilities of the CData driver for NetSuite, including more than one hundred NetSuite CRM and ERP entities. Integrate NetSuite with CRM systems like Salesforce, Dynamics 365 and SugarCRM; marketing automation systems such as Marketo, Oracle Eloqua, and Pardot; or eCommerce platforms like Magento and Shopify.

Marketing automation to NetSuite possibilities:

  • Creating leads in NetSuite when you convert visitors on your website
  • Tracking activities such as email click-through and webinar attendance

CRM to NetSuite ERP integrations:

  • Sync customer address, phone and email details
  • Automate sales order processing
  • Make invoice data available to salespeople in your CRM

eCommerce to NetSuite options:

  • Sync inventory and product details from NetSuite to your storefront
  • Automatically move orders from your eCommerce platform to NetSuite for processing
  • Make shipping information from NetSuite visible to your customers in your web store

Technical Benefits:

  • Create, read, update and delete more than 100 entities in NetSuite
  • Batch create, update and delete operations for better performance
  • Support for custom objects and fields
  • Native query for complex joins and filtering
  • Works with on-premise and cloud agents

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Microsoft Dynamics NAV

Dynamics AX Sample Maps StarterPak

The Scribe Dynamics AX Sample Maps outline best practices and strategies for dealing with common integration considerations and AX specific integration considerations.  Areas of focus include preventing bounce backs, methods of data transformation, working with related entities, and working with ETags.

The setup package includes not only CRM/AX mappings, but also some TEXT/AX mappings in order for you to have an easier time swapping out the text connection with whatever other systems you require to integrate AX with.

 

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User Guide > 

Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition

Scribe’s Connector for Microsoft Dynamics 365 for offers a solution to quickly customize, automate, and streamline the flow of your internal business data, allowing sales and marketing processes to be supported in your CRM system with financial data from Microsoft Dynamics 365. Scribe can synchronize data flowing between these critical business systems at far lower cost than developing custom integrations, and these data flows can run either in the cloud or on premise. The connector is built on the OData endpoints, allowing Scribe Online to leverage any object or field that has been exposed via OData.

Use Microsoft this connector to…

  • Enable cross functional teams working in silos across multiple applications to see consistent and current customer data
  • Synchronize customer and sales data between Microsoft Dynamics 365 for Finance and Operations, Enterprise edition and your CRM system to ensure accuracy
  • Have a complete cloud solution for your cloud ERP
  • Allow for sales entry of order data in front end systems which can be seamlessly integrated with ERP sales modules
  • Sync Invoice data to your CRM systems
  • Allow for two tier ERP deployments

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AvaTax

The Scribe Labs Connector for AvaTax provides Scribe Online users with an active AvaTax account the ability to include AvaTax data in their integrations. The AvaTax connector allows integration designers to incorporate AvaTax address validation and tax information based on geolocation and tax estimation.  This AvaTax data will help you create a more complete integration to help satisfy your business needs.

Use the AvaTax Connector to:

  • Add sales tax to opportunities in Dynamics 365 Sales based on customer location
  • Quote accurate sales tax on your ecommerce website
  • Automate sales tax calculation for Dynamics NAV and other accounting software

AvaTax Datasheet >

Learn More About Creating Connectors >

Microsoft Dynamics NAV Sample Maps

This StarterPak provides a sample set of integrations utilizing the Microsoft Dynamics NAV Connector for Scribe Online. These maps provide some basic mapping logic and are meant to be a learning tool for you to discover how NAV’s OData connection works and how best to work with the different types of objects that are exposed. You can build upon these sample maps and leverage them in your own customized integration with NAV and CRM.

The setup package includes not only CRM/NAV mappings, but also some TEXT/NAV mappings in order for you to have an easier time swapping out the text connection with whatever other systems you require to integrate NAV with.

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Microsoft Dynamics 365 Business Central / NAV

This connector allows you to easily integrate Microsoft Dynamics 365 Business Central with any other systems within your organization like CRM, service, data quality services or legacy data. The connector includes these capabilities:

  • Also compatible with Microsoft Dynamics NAV
  • Expose entities to create, read, update and delete records
  • Expose Custom Fields making them accessible to the integration
  • Exposes both Entity and Query objects
  • Connects via OData

Use the connector to…

  • Enable cross functional teams working in silos across multiple applications to see consistent and current customer data
  • Synchronize customer and sales data between ERP and CRM systems to ensure accuracy
  • Allow for sales entry of order data in front end systems which can be seamlessly integrated with Dynamics 365 Business Central sales modules
  • Sync invoice data from Dynamics 365 Business Central to your CRM systems
  • Allow for two tier ERP deployments

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Obero SPM

The Obero SPM Connector for Scribe Online & Scribe Insight provides an easy to use interface to bi-directionally integrate
Obero SPM with a broad set of systems. If you already have a Scribe Online or Scribe Insight account, you can find the
Obero SPM Connector in the marketplace. If you don’t have a Scribe Online or Scribe Insight account, sign up for
a free trial.

Obero SPM Technical Benefits:

  • Derive bottom-up sales and revenue forecasts and plans based off the CRM pipeline
  • Configure territory and quota assignments based on the ERP chart of accounts and HCM employee hierarchies
  • Calculate incentive compensation based on CRM opportunities and ERP sales transactions
  • Marry the active HCM employee compensation costs with speculated employee compensation costs
  • Measure profitability by allocating ERP overhead expenses and indirect costs to the salesforce

Use the Obero SPM connector to…

  • Exposes the following main business entities for all operations (create, read, update, delete) to facilitate two-way synchronization and maintenance of key data, such as:
    • Sales and revenue forecast and plan details
    • Territory and quota assignment details
    • Active and speculated employee total compensation details
    • Incentive compensation and MBO credit, earnings and payment details
    • Business segment profitability details
    • Exposes the dimension, hierarchy, subset and property entities for all operations (create, read, update, delete) to
      facilitate two-way synchronization and maintenance of key master data
    • Exposes the workflow, process, collaboration, schedule, user/role, security and audit log entities for all operations
      (create, read, update, delete) to facilitate two-way synchronization and maintenance of key metadata

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Obero SPM Connector Datasheet >

Microsoft Dynamics AX for Insight

Whether running Dynamics AX 2009 or Dynamics AX 2012, Scribe offers an integration solution to quickly customize, automate, and streamline the flow of your internal business data. With a Dynamics AX integration powered by Scribe you can make financial data from Dynamics AX available to key decision makers across your organization that can benefit from that information. Empower sales and marketing teams by allowing them to access key financial data about customers and orders directly in the CRM system they already access. Provide information to services teams so they can answer customer inquiries quickly and accurately. Pre-built mapping templates from Scribe and a library of technology and CRM connectors will help you synchronize data flow between your critical business systems at far lower cost than developing custom integrations. Additionally, the mapping templates provided facilitate a more accurate and efficient application-level integration than can be achieved by manual processes.

Integrate Data with the Microsoft Dynamics AX connector to…

  • Enable cross-functional teams working in silos across multiple applications to see consistent and current customer data
  • Synchronize customer and sales data between AX and your CRM system to ensure accuracy
  • Allow for sales entry of order data in front-end systems which can be seamlessly integrated with AX sales modules
  • Sync invoice data from AX to your CRM system
  • Allow for two-tier ERP deployments

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Microsoft Dynamics GP for Insight

Scribe’s Microsoft Dynamics GP Connectors allow you to easily build integrations with Dynamics GP, whether that be through the standard business objects, or going directly to the tables and stored procedures. You can build simple integrations easily, or deeply complex integrations rapidly using Scribe Connectors for Dynamics GP. The connector provides the ability to:

  • Expose Microsoft Dynamics GP customer, vendor, and address entities to create and update data.
  • Expose order entity to create, read, update, and delete data and also void orders.
  • Expose item and invoice entities to read data.
  • Expose accounting entities to create and read data.
  • Take advantage of application-specific logic built into the connector to perform common actions like assigning sequential IDs.
  • Expose relationships between entities to support more powerful query operations.
  • Support one-way and two-way integrations in the customer, order processing, and accounting areas of Microsoft Dynamics GP.
  • Optionally, connect directly to Microsoft Dynamics GP entities and stored procedures using Scribe’s SQL Connector.

Use the Dynamics GP Connector to…

  • Share financial data the business needs while maintaining control and access to Microsoft Dynamics GP.
  • Synchronize data automatically to sales, service, and support systems.
  • Reduce and remove the need for reports, CSV file extracts, and ad hoc requests from other areas of the business.
  • Augment customer information with key financial data to help the business make better decisions when selling to and servicing your customers.
  • Automate common business operations between Microsoft Dynamics GP and other line-of-business applications.
  • Quote to order and sales order processing.
  • General ledger, accounts payable and accounts receivable batch creation.
  • Optionally, connect directly to Microsoft Dynamics GP entities and stored procedures using Scribe’s SQL Connector.

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Epicor

With Datix Connect for Epicor ERP, integration for all of your enterprise software is affordable, rapidly- deployable and flexible. Datix Connect is a pre-built enterprise connector that delivers seamless integration between Epicor version 9 and 10. It allows businesses to connect their Epicor ERP system to their CRM, ecommerce, marketing automation software, parent ERP, and other enterprise software investments.

Our connector allows your business to add new features related to sales, marketing, finances, and IT that simply could not exist without it. By connecting your Epicor ERP system to these other systems, you can save time and money wasted on dual entries, cumbersome processes, and improve efficiency all across your organization. This creates a singular source of the truth for businesses, and can help mitigate risk during an implementation or help ensure that business opportunities don’t fall through the cracks.

The Epicor 10 Connector Provides Seamless Integration

Datix Connect provides seamless integration in the form of a pre-built, easy to implement connector for organizations of all sizes and complexities. This includes effective integration between Epicor ERP 10 and Salesforce, Dynamics CRM, marketing automation, parent ERP, e-commerce, and other popular enterprise software systems. Datix is a certified Salesforce, Dynamics CRM, and Epicor Gold Partner, and the only certified partner with an enterprise integration product available.

By integrating Epicor version 10 with your CRM or other enterprise investments you can unleash better sales performance, increase business efficiency, improve customer service and deliver more nimble production and inventory management.

Our connector also allows your business to add new features related to marketing, finances, and IT that simply could not exist without it. By connecting Epicor to your other enterprise software or ecommerce platform, you can save time and money wasted on dual entries, cumbersome processes, and access powerful new real-time access to data across all enterprise software.

Business Benefits:

  • Only Epicor 10 connector created by a certified Epicor Partner
  • Low price: Achieve critical data synchronization affordably. Datix Connect is the lowest priced Epicor ERP and Salesforce.com or Microsoft Dynamics CRM solution on the market.
  • Connect to everything else: Rapidly connect Epicor ERP to other software solutions with minimal additional investment. Additional connections include: SugarCRM, Magento, SAP, Oracle Eloqua, Exact Target, Excel, GoToWebinar, HubSpot, Marketo, Microsoft SQL Server, On24, PeopleSoft, Silverpop, and more…
  • Minimal on-site impact: Datix Connect is a solution that can be deployed with no on-site installation, no coding and no maintenance. In other words, minimal impact to your technical resources.
  • Invisible to end-users: Use your CRM and Epicor ERP systems normally while Datix Connect transfers data behind the scenes using web-based synchronization. No new login or interface needed.
  • Flexible usage: Use scheduled processing or real-time data transfer, and choose between cloud-to-cloud, cloud-to-on-premises or on-premises-to-on-premises synchronization.
  • Nimble, rapid customization: Datix Connect maps custom fields using Scribe’s online integration service program. Datix can do this for you, or train your team to take over.
  • Web-based administration: Web access gives your technical staff the ability to trouble shoot, access detailed mappings, and view records of data transfers anywhere in the world.
  • Backed by Datix: Datix is an industry-leading ERP and CRM integration solution implementer. We understand both sides of the ERP and CRM integration challenge.

Technical Benefits:

  • Real-time access to data or access to data on a schedule
  • Access mobile ERP data from the field using CRM mobile applications
  • Merge parent and child ERP financials seamlessly
  • Access end-customer data from ERP using marketing automation software for increased marketing opportunities
  • Import e-commerce data quickly and seamlessly

If you have Scribe Online already, contact our concierge service for Datix’s Scribe Connector

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Exact

Using the Scribe Connector for Exact Online, Exact Globe and Exact Synergy Enterprise, it is easy to exchange data between Exact Online and Microsoft Dynamics CRM, or ExactGlobe/ Synergy and Microsoft Dynamics™ CRM or Salesforce®, and/or your own database. You will only enter data once, while the connector will ensure that it is smartly added to the linked packages.

Eliminate manual, time consuming import/exports with multiple tools – now you have a single, easy way to manage data across Exact and your other databases.

Business Benefits:

  • Provide your sales team access to critical customer data stored in your Exact database by integrating with leading CRM systems such as Microsoft Dynamics CRM & Salesforce.
  • Reduce cost and accelerate the pace of quote to cash by eliminating manual steps and seamlessly sharing data wherever it originates, in CRM, ERP or other applications.
  • Spend less time on administrative tasks, more time on analyzing the business.

Technical Benefits:

The Exact Connector offers bi-directional mapping capabilities of the following objects:

  • Accounts
  • Addresses
  • Bank Accounts
  • Contacts
  • Cost Centers
  • Cost Units
  • Currency
  • Employees
  • Items
  • Projects

The Exact Connector offers one way mapping capabilities (from Exact to target) of the following objects:

  • Invoices
  • Invoice History

Support one-way and two-way customer integrations from Exact Online, Exact Synergy Enterprise and Exact Globe to other business applications and data sources on the Scribe platform. The connector uses the official Exact API, to guarantee safe and consistent data exchange.

FinancialForce

Integrate your FinancialForce deployment with any on premise or cloud based solution. You can run multiple ERP systems at the same time, integrate contract data or sync sales data with CRM systems of your choosing. The FinancialForce connector is built upon the existing Salesforce.com connector, and therefor uses the same Salesforce.com API to interact with the FinancialForce objects and fields.

Use the FinancialForce Connector to…

  • Streamline the billing processby providing out-of-the-box integration between FinancialForce Billing and the customer’s ERP systems of record. The integration eliminates manual processes and assures maintenance of business rules and compliance.
  • Increase cash flowby accelerating the generation of invoices and subsequent collection. An accurate record of a customer’s payment status is also synchronized with the CRM records.
  • Reduce cost and simplify integrationof the billing process by automating transactions, eliminating manual data entry, and reducing errors.

Intacct

The Intacct Connector provides the ability to integrate Intacct ERP with any other system within your organization. You can automate integrations with your CRM, marketing automation, data quality or other legacy databases. The connector will:

  • Expose the following main entities for all operations (create,readupdatedelete) to handle two-way synchronization and maintenance of key data:
    • Customer
    • Vendor
    • Contact
    • Item
    • Project
    • Order Entry
    • AR Invoice
    • AR Adjustment
    • AP Bill
    • AP Adjustment
    • Timesheet
    • Expense
  • Automatically detects and exposes custom Intacct fields in the Scribe interface.

Use the Intacct Connector to…

  • Automate the setup and maintenance of master data so information matches between multiple systems such as CRM and operations.
  • Eliminate manual entering of data into secondary systems.
  • Simplify working processes in an organization by having one key entry point.
  • Offer sales, operations, and financial executives real-time access to the same data.
  • Reduce the time it takes to send invoices, which leads to better cash management.

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Microsoft Dynamics GP

Scribe’s Microsoft Dynamics GP Connectors allow you to easily build integrations with Dynamics GP, whether that be through the standard business objects, or going directly to the tables and stored procedures. You can build simple integrations easily, or deeply complex integrations rapidly using Scribe Connectors for Dynamics GP. The connector provides the ability to:

  • Expose Microsoft Dynamics GP customer, vendor, and address entities to create and update data.
  • Expose order entity to create, read, update, and delete data and also void orders.
  • Expose item and invoice entities to read data.
  • Expose accounting entities to create and read data.
  • Take advantage of application-specific logic built into the connector to perform common actions like assigning sequential IDs.
  • Expose relationships between entities to support more powerful query operations.
  • Support one-way and two-way integrations in the customer, order processing, and accounting areas of Microsoft Dynamics GP.
  • Optionally, connect directly to Microsoft Dynamics GP entities and stored procedures using Scribe’s SQL Connector.

Use the Dynamics GP Connector to…

Share financial data the business needs while maintaining control and access to Microsoft Dynamics GP.

  • Synchronize data automatically to sales, service, ecommerce, and support systems.
  • Reduce and remove the need for reports, CSV file extracts, and ad hoc requests from other areas of the business.
  • Augment customer information with key financial data to help the business make better decisions when selling to and servicing your customers.
  • Automate common business operations between Microsoft Dynamics GP and other line-of-business applications.
  • Quote to order and sales order processing.
  • General ledger, accounts payable and accounts receivable batch creation.
  • Optionally, connect directly to Microsoft Dynamics GP entities and stored procedures using Scribe’s SQL Connector.

Build a connection between Microsoft Dynamics GP and your online marketplace, Web store, or ecommerce platform, such as Magento, to:

  • Automate the flow of orders to your finance and manufacturing, or operations teams.
  • Display current shipment status to customers for orders in process.
  • Synchronize product details and inventory from Microsoft Dynamics GP to your store front.
  • Maintain a single customer database between your financial and ecommerce systems.

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