NYCPHP Meetup

[Greg Rundlett (freephile)]

On Thu, Oct 3, 2013 at 12:17 PM, Dan Horning <dan.horning at planetnoc.com>wrote:

> I have a number of times worked with this, what specific data are you
> actually trying to sync?
>
>
Well, all the current customers are in a spreadsheet, and QuickBooks
handles just financial transactions, so initially the goal is to
consolidate, de-dupe and setup QB as the master.  Then it would be an
export or integration to the CRM in a way that would let all volunteers
access or input information on contacts (including non-financial) without
having the spreadsheet maintainer be the bottleneck.  The catch there is
that the CRM has to be as powerful and simple as a spreadsheet for data
sorting, reporting, entry.  I "think" Civi or Sugar could work - but the
challenge for the organization would be to learn how to use the system.
 Otherwise, with a simple spreadsheet UI like DataTables
https://datatables.net/index and the php library you mention, a custom
solution would allow them to work in any manner they choose.


> some data is easy and other stuff is painful.
>
> here's a php library that rocks for all intuit stuff
> https://github.com/consolibyte/quickbooks-php
>
> I have been using this for deep and simple integrations with all levels of
> qb.
>

> hope this helps!
>

That rocks.  Updated 3 hours ago too, looking at their github page.


> --
> Dan Horning
>
> American Digital Services - Where you are only limited by imagination.
> dan.horning at planetnoc.com :: http://www.americandigitalservices.com
> 1-518-631-3611 :: PO Box 201, Cohoes, NY 12047
>
> ------------------------------
> *From:* "Greg Rundlett (freephile)" <greg at freephile.com>
> *Sent:* Thu Oct 03 12:11:37 EDT 2013
>
> *To:* Boston PHP Talk <Bostonphptalk at bostonphp.org>, NYPHP Talk <
> talk at lists.nyphp.org>
> *Subject:* [nycphp-talk] CRM + Quickbooks Online
>
> I volunteer for a non-profit (Coastal Trails Coalition) who wants/needs to
> marry CRM functionality with
> Quickbooks Online data.
>
> As the leading FOSS solutions, I'm thinking CiviCRM or SugarCRM would have
> an available integration.  In fact, I know that CiviCRM can now be
> integrated with WordPress, which would certainly handle both web presence
> and CRM.  As far as specific solutions that couple CiviCRM with Quickbooks,
> I find an integrations page at
> http://wiki.civicrm.org/confluence/display/CRM/Quickbooks+Integration which
> only touches on theory and NOT any specific ability to integrate CiviCRM
> and QuickBooks.  SugarCRM has an integration module
> http://www.sugarforge.org/content/project-of-the-month/potm-11-2012.php that
> I have not had the opportunity to review.
>
> It's been a while since I played with either Sugar or Civi.  In the
> interest of time, I'm wondering if anyone in the BostonPHP community has
> done this type of integration and can speak from experience on the
> availability of options, completeness of the solution, and especially the
> best way to actually host if there are better choices than renting your own
> VM (ie, is SugarOnDemand a viable option when you start to add custom
> integrations?)
>
> Thanks,
>
> Greg Rundlett
> founder
> eQuality Technology
> http://eQuality-Tech.com
>
> ------------------------------
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