Nerd 911 are the IT consultants with 40+ years of experience and a proven track record of helping people solve technical issues. A team of tech-savvy nerds who have been setting some industry benchmarks since 2007. At the point when Nerd911 were already using the accounting app Visma e-conomic for sending invoices, which they made manually.
Nerd911 also implemented Syncro – a cutting-edge MSP platform that helps MSP organisations in managing business activities under a single platform. Giving moment admittance to customers, RMM alarms, charging, billing and far-off access in a single, easy-to-use dashboard which helps in saving a lot of time while distantly helping customers. The essential explanation behind implementing this product was taking care of clients and invoicing.
What did Nerd 911 needed help with?
As Syncro isn’t a bookkeeping framework, the errand of refreshing e-conomic still stayed unfulfilled. They expected to make booked invoices in e-conomic when they sent a receipt to the client from Syncro. Nerd911 needed help integrating e-conomic and Syncro and automating the manual workflows for smooth operational cycles.
How did we approach it?
It was a challenging task to work on Nerd911 automation requirements. Our SaaS experts deeply analysed their business requirements before making the integration. The goal was to create something scalable and easy to use.
Cloudify followed its custom methodology which began with an inside-out examination of their business and cycles, the products they had already been using, the new products that needed to be implemented and which frameworks cooperated with the CRM (if there is any).
We began with integrating e-conomic and Syncro followed by building custom work processes according to their business needs.
- Whenever a new invoice is added to a company's database, a system called Zapier automatically starts a process. This process checks the details of the invoice and performs certain actions based on those details.
- First, it checks if the invoice has a specific identifier called the "invoice number" and if it doesn't have a label called "#processing". If the invoice meets these conditions, the process continues. If not, it stops there.
- The process also includes another small task called "Synchronization of invoices." It makes sure that all the invoices in a system called Syncro are also copied and added to the company's database in MySQL.
Here are the workflows:
- Fetch Invoice details from Syncro: Access the Syncro database by using its API to fetch invoice details, such as invoice number, customer information, line items, and other relevant data.
- Update Syncro invoice as processing: Mark the Syncro invoice as "processing" in the Syncro system to indicate that it is being synced with e-conomic.
- Find or create customers in e-conomic with Syncro MSP: It is essential that the client information in Syncro MSP matches that in e-conomic to ensure accuracy. This workflow creates a customer in Syncro MSP when an invoice is made in e-conomic, and all customers in Syncro are updated with their identical customer numbers in e-conomic.
- Update Syncro Customer with e-conomic customer no.: Retrieve the customer number assigned by e-conomic for the newly created customer, or find the customer number if the customer already exists in e-conomic. Update the Syncro customer record with this E-conomic customer number for future reference.
- Find or Create Products in e-conomic that are in Syncro invoice line items: Check the line items in the Syncro invoice and search for the corresponding products or services in the e-conomic system. If the products or services do not exist, create new products or services in e-conomic with the relevant details, such as product name, description, and pricing information.
- Invoice creation in e-conomic from Syncro database: This workflow automatically creates a booked invoice in e-conomic whenever an invoice is sent to a customer from Syncro. The invoice numbers are renamed in Syncro with the same invoice number in e-conomic for traceability.
- Update Syncro invoice with booked invoice number of e-conomic: Retrieve the booked invoice number assigned by e-conomic for the newly created invoice. Update the Syncro invoice record with this booked invoice number for reference and tracking purposes.
- Invoice Paid: This workflow marks an invoice as paid in Syncro when it is marked as paid in e-conomic.
Automations delivered - SaaS apps that helped Nerd 911 grow:
e-conomic - The accounting app was integrated to generate invoices and automate invoicing as well as sync customer details.
Syncro- Syncro is an RMM alert app that lets the business manage a profitable MSP.
The implementation of these workflows has brought significant benefits to Nerd911 by seamlessly integrating their Syncro MSP and e-conomic systems. Here are the final outcomes achieved:
- Streamlined Invoice Processing: The workflows automated the retrieval of invoice details from Syncro's database and ensured accurate synchronisation with e-conomic. This eliminated manual data entry and reduced the risk of errors, leading to more efficient invoice processing.
- Improved Customer Data Consistency: By synchronising customer info between Syncro MSP and e-conomic, the workflows ensured that client data remained consistent across both systems.
- Efficient Product and Service Matching: The workflows analysed the line items in Syncro invoices and searched for matching products or services in e-conomic. In cases where products or services were missing in e-conomic, they were automatically created with relevant details. This streamlined the billing process and ensured accurate invoicing for Nerd911's products and services.
- Automated Invoice Creation: Whenever an invoice was sent to a customer from Syncro, the workflows automatically generated a booked invoice in e-conomic. The invoice numbers in Syncro were renamed to match those in e-conomic, facilitating easy tracking and traceability of invoices.
- Accurate Invoice Tracking and Payments: The workflows enabled seamless tracking of invoice payments by marking invoices as paid in Syncro when they were marked as paid in e-conomic. This ensured accurate financial reporting and simplified payment reconciliation.
Overall, these workflows have led to improved operational efficiency, reduced manual effort, and enhanced accuracy in Nerd911's invoicing processes. The integration between Syncro MSP and e-conomic resulted in streamlined workflows, consistent customer data, accurate product matching, and seamless invoice tracking, contributing to a more efficient and error-free financial management system.
Why Cloudify become the perfect choice for Nerd911?
Let’s explore the reasons:
- Strong partnerships: The official partnership between Cloudify and e-conomic provided additional benefits to Nerd 911. With this partnership, we have direct access to e-conomic's API and support, enabling the development of more robust and efficient workflows for Nerd 911. The partnership also provided Nerd 911 with access to e-conomic's latest features and updates, ensuring that their workflows are always up to date with the latest industry standards. This helped Nerd 911 to stay competitive and deliver the best possible services to their clients.
- Automation Experts: Our team comprises skilled automation experts who go beyond app implementation. We excel in integrating systems and orchestrating related automation processes. This expertise ensures a comprehensive approach to streamlining operations and maximising efficiency.
- Process Consultants: At Cloudify, we are more than just an automation provider. We serve as your trusted process consultants, guiding businesses towards holistic growth. By leveraging smarter workflows and intelligent processes, we help optimise operations, enhance sales performance, and drive revenue growth.
- Diverse Offerings: Our range of offerings includes digital analysis, SaaS implementation, and automation solutions. This comprehensive suite of services enables us to address various aspects of your business requirements and support your growth journey effectively.
- Marketplace by Cloudify: As part of our commitment to delivering value, we have curated our own marketplace featuring a wide range of apps with predefined workflows. This marketplace serves as a valuable resource for businesses seeking ready-to-use solutions and accelerating their automation initiatives.
- Customisation Capabilities: We understand that every business is unique, and their automation needs may vary. Cloudify excels in providing customised solutions tailored to fit both simple and complex automation requirements. Our ability to adapt to your specific needs ensures that you receive an automation solution that perfectly aligns with your business goals.
About Nerd 911
Products and services
IT consultants on networking design, hardware recommendations and troubleshooting, malware removal, remote and on-site help desk support, etc.