At ConnectMyApps, we believe one size should not have to fit all, so we have built in features for customizing software integrations.
In our experience, most businesses have some unique processes or ways they record information in their different systems. ConnectMyApps was designed with this in mind, so it has the flexibility to be tailored to fit your specific processes, rather than you having to fit your processes around the limitations of your integration platform.
To put it another way, if an integration workflow does not match your specific processes, you end up doing time-consuming workarounds or manually entering missing pieces of data into a record, which defeats the purpose of integration.
ConnectMyApps lets you tailor your integrations to suit almost any small business process, but at a fraction of the time and cost of custom integration development. There are three main tools for customizing software integrations with ConnectMyApps.
Data mapping refers to matching where the records/data fields in one application should be transferred into another application. For example, your CRM system may have three address options – ‘Visiting’, ‘Delivery’, ‘Postal’ – but your accounting system may only have one address option for ‘Invoicing’. Therefore, a decision needs to be made which address field to sync from the CRM to accounting package.
ConnectMyApps workflows have pre-set default mapping based on common sense and our long experience with business software, but you can change, add or delete mappings if required, giving you full flexibility.
You simply select the data field from one from the dropdown boxes available, and then choose the field in the second app where you want that data to be transferred. This is all done using dropdown boxes making the process straightforward.
Some workflows have many fields mapped, but don’t be intimidated by this. In most cases, ConnectMyApps has done the work for you, so you often don’t need to change anything.
Filters let you exclude records from being transferred during a workflow. For example, if you have connected your CRM and Accounting apps, and chose a workflow ‘Sync Contacts’, every time a new contact is added or an existing contact is edited in your CRM, it will either create or update that contact in your Accounting software.
However, you may want to exclude sales PROSPECTS (i.e. they are not active customers) in your CRM system from being transferred to your Accounting system, where you only want active, paying customers to be recorded.
This is a perfect situation for using a filter. Filters exclude data that match the criteria you specify. For example if you set the following filter:
‘Contact status EQUALS Prospect’
the workflow will exclude contacts who are tagged as Prospects in your CRM system from being transferred to your accounts.
Advanced customization tools
Conditional logic, also called ‘if this, then that’ rules, is an advanced customization tool in the Connect Unlimited plan. It works in a similar way to Boolean logic, letting you customize workflows to fit even complex business processes.
To use the CRM and Accounting software example again, let’s imagine you are a UK company which invoices both domestic and overseas customers in several countries, where different sales tax rates apply. You could select a workflow to ‘Transfer Invoices’ from your CRM software into your Accounting software as sales.
Using conditional logic, you could specify that:
‘If invoice country’– ‘EQUALS’ – ‘United Kingdom’ – ‘Then sales tax rate’ – ‘EQUALS’ – ‘20%’ [standard UK domestic sales tax rate].
You could then set another conditional logic rule:
‘If invoice country’– ‘EQUALS’ – ‘USA’ – ‘Then sales tax rate’ – ‘EQUALS’ – ‘[the appropriate sales tax rate]’
and so on for sales in the EU or elsewhere.
It is very simple to set these rules in ConnectMyApps using dropdown boxes, so there is no messy coding required, and you can set as many customization rules as you require.
Using the three tools above – data mapping, filters and advanced conditional logic – customizing software integrations is easy in ConnectMyApps, giving you truly automated processes.