Compiere ERP Connector for Salesforce DATA SHEET
The Leading Provider of Open Source and Cloud-based ERP solutions
Compiere ERP
Connector for
Salesforce
ensures same-view
information on
customers and
orders by
automating the
transfer of
information between
Salesforce.com and
Compiere ERP
and vice-versa
Account Information
Salesforce.com
Accounts, Orders,
and invoices
S
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S
Compiere ERP Connector
The Inte rn et
Compiere ERP
W
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S
V
I
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S
Compiere® ERP Connector
for Salesforce
Integrate. Automate. Synchronize.
DATA SHEET
DATA SHEET
Compiere ERP Connector for Salesforce enables timely and accurate
information for Sales and Finance by automating data updates between
Compiere ERP and Salesforce.com. Bi-directional synchronization of key
information between the two systems improves sales efficiencies and
customer service, as well as accelerates opportunity-to-cash.
AUTOMATED UPDATES
Compiere ERP Connector for Salesforce
This results in more effective sales
execution and accelerated order fulfillment.
streamlines lead tracking, sales order
processing and related financial processes
by eliminating redundant and error-prone
manual data-entry. Utilizing Web services
as the integration method between
Compiere and Salesforce.com, the
Connector automatically updates accounts,
customer orders and invoices between
both systems. The Connector is certified
by Salesforce.com based on its quality
standards.
COMPLETE TRACEABILITY
Compiere ERP Connector maintains
the synchronization details on both
Salesforce.com and Compiere ERP to
ensure traceability and accountability.
When information is added or updated,
the account and transaction details are
logged, along with date and time of
synchronization. You are now able to
audit the log files to track the who,
what or when of any changes that have
BI-DIRECTIONAL SYNCHRONIZATION
Compiere ERP Connector for Salesforce
provides bi-directional synchronization of
your Salesforce.com and Compiere ERP
applications’ business data. Whether you
are updating Salesforce.com or Compiere
ERP, the Connector transfers information
from one system to the other seamlessly.
As an example, the Connector can
transfer information about sales orders
and invoices from Compiere to an existing
account in Salesforce.com, or initiate
account creation in Compiere ERP as
soon as an opportunity is closed won in
Salesforce.com.
been made.
EASY SETUP
Built with Compiere’s unique and
intuitive dynamic Web services model,
Compiere ERP Connector for Salesforce
is easy to setup. Using an intuitive, Webbased user interface, your Salesforce.
com administrator can quickly set
synchronization parameters, such as
processing frequency and schedule,
conflict resolution rules, and transaction
lifespan. Once the setup is complete, the
synchronization process runs without
further user intervention.
Compiere ERP Connector
for Salesforce Benefits
ACCELERATE ORDER
FULFILLMENT
• Automatically initiate
account creation in
Compiere ERP after an
opportunity is closed won
in Salesforce.com
• Leverage fully-automated
account approval and
initiation of order fulfillment
process using Compiere
ERP workflow
IMPROVE OPERATIONAL
EFFICIENCY
• Streamline the lead-to-
invoice process with the
bi-directional Connector
• Eliminate the need to
create new accounts in
both systems
• Provide a single entry to
update both systems
IMPROVE SALES EXECUTION
•Obtain accurate and up-to-
date information on accounts
•Get instant visibility to
an account, order status
and history
Developed for Compiere
by Estuate, a Compiere
Development Partner.
ERP Connector for Salesforce
Summary of Compiere ERP Connector for Salesforce Capabilities
BI-DIRECTIONAL SYNCHRONIZATION OF
CUSTOMER ACCOUNT DETAILS BETWEEN
SALESFORCE.COM AND COMPIERE
• Name
• Address
• Industry
• Employees
• Billing Address
• Phone
• Fax
• Credit Status
• Open Balance
• Life Time Value
• Sales Volume
• Sales Representative
• Business Partner Group
IMPORT ORDER DETAILS FROM
COMPIERE TO SALESFORCE.COM
• Document Number
• Business Partner
• Date Order
• Document Status
• Sales Representative
• Product Description
• Quantity
• Unit of Measure
• Price
• Extended Amount
IMPORT INVOICES DETAILS FROM
COMPIERE TO SALESFORCE.COM
• Document Number
• Business Partner
• Date Invoiced
• Document Status
• Grand Total
• Representative
• Paid Flag
• Product Description
• Unit of Measure
• Price
• Extended Amount
AVAILABILITY
Compiere ERP Connector for
Salesforce is an add-on option
with Compiere Professional and
Compiere Cloud Edition.
Please contact Compiere at
650-517-5900 or info@compiere.com
to discuss your business needs.
SYSTEM REQUIREMENTS
• Salesforce Professional
Edition, Salesforce
Enterprise Edition
and Salesforce
Unlimited Edition
• Compiere Professional
Edition 3.4 and above or
Compiere Cloud Edition
ABOUT ESTUATE
Estuate is a global information
technology (IT) services company
founded in 2005. The company delivers
high-value, cost-effective solutions
to software companies and large IT
organizations. Estuate is headquartered
in Silicon Valley with an offshore
center in Bangalore, India. For more
information, please visit
www.estuate.com
ABOUT COMPIERE
Compiere is the world’s leading
provider of open source and cloudbased ERP business solutions. Founded
in 1999, the company’s award-winning
software has been downloaded over
1.7 million times and is deployed
worldwide by companies of all sizes.
Powered by a revolutionary modelbased platform, the company offers
comprehensive, modern, highlyadaptable and low cost ERP solutions
and support services to its customers
and global network of partners
operating in more than 40 countries.
Compiere ERP solutions are available
on-premise or on the Cloud. Compiere
is privately held and headquartered
in Redwood Shores, CA. For more
information, please visit www.
compiere.com.
Integrate. Automate. Synchronize.
COMPIERE, INC.
3600 Bridge Parkway, Suite 102
Redwood Shores, CA 94065
tel
+1 (650) 517-5900
email
website
Copyright © Compiere, Inc., 2009.
All rights reserved.
info@compiere.com
www.compiere.com
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