EZ Connector CRM
Fishbowl Inventory CRM Integration
EZ Connector CRM
EZ Connector Integration with SalesForce Video
Check out our LIVE Sales Force demo videos! Just click the video links below!


Sales Force Video, Part 1


Sales Force Video, Part 2



CRM Software Compatibility



 
 
 Others available on request
 NEW Now Imports/Exports from Multiple Sites with One Copy of Software

Money Back Guarantee


 Return the software within 30 days for a refund of its purchase price

Network Requirements


 NO Network Modifications required. No port forwarding or other network modifications needed.
 Operates similar to a web browser by pulling information from a web site. No port forwarding or other network modifications are needed.

Support & Upgrades


 One year of free upgrades
 Unlimited phone support first 30 days
 1 year unlimited call-in support
 Includes three free phone support incidents
 Unlimited Email support
 90 Day Warranty

Easy To Use Interface


 Displays transfer status
 Email notification of import problems for easy unattended use

Product & Inventory Level Updates


 Transfers selected products
 Online price from product price or from pricing table (can be easily changed)
 Transfers custom fields from Fishbowl (requires minor modification)
 Transfers product details (can easily be enabled/disabled)
 Transfers product description (can easily be enabled/disabled)
 Transfer available uncomitted product levels

Customer Account Import


 Imports new accounts
 Assigns customer to a customer group (can easily be enabled/disabled)
 Imports
  • Full shipping address
  • Full billing address
  • Phone
  • Email


Sales Order Opportunity


 Saves order number
 Links the sales order to the customer
 Imports order details
  • Shipping carrier and shipping cost
  • Fishbowl location group (can easily be set, removed, or changed)
  • Online order number
  • Full billing address
  • Full shipping address
  • Tax rate
  • Discount
  • Can optionally assign orders to a default customer account to keep accounts to a minimum
 Imports purchased product details
  • Product number
  • Description
  • Purchase price
  • Taxable / not taxable
  • Quantity
  • Product notes
  • Fishbowl item type (sale, shipping, credit)


Online Order Opportunity Update


 Updates details as they change in Fishbowl
  • Tracking number
  • Order status


Two Types of Automated Import/Export


 Quick update
  • Performs quick actions every few minutes
  • Update interval easily changed
  • Update inventory quantities
  • Download new customers
  • Download new orders
 Full update
  • Update selected Fishbowl products to CRM store
  • Update interval easily changed
  • Update inventory quantities
  • Download new customers
  • Download new orders