Overview

DBSync for Nonprofits can help organisations create more value with a consolidated view across multiple systems and departments. Built for a digital era, DBSync for Nonprofits will seamlessly integrate your preferred/most loved tools - CRM systems, accounting applications, databases etc. - so you can focus on your programmes and services, engage and strengthen your community, collaborate more efficiently and have a better analysis capability. For data driven organizations automated integration is a game-changer. DBSync Cloud Workflow - iPaaS platform makes the time-intensive, complex process of data integration open, user-centric and available to key stakeholders with fewer or no technical experience. We help organizations create transformational value with technology.


Benefits

  • Single data source
    Most non-profit organisations use various systems to record data from various sources. Without integration, human errors, data quality issues and time waste go through the roof. However, with integration data is entered only once, always up to date across all of your systems and stored into a single place.
  • Transparency across all systems
    Focus less on your technology and more on the services you provide to your community. Let DBSync take over your data sync and improve productivity of your respective managers.
  • Automate processes
    Integrating multiple systems in one platform removes the need for double data entry. Collect information and enter it once. Data that is entered will populate across multiple systems, reducing time spent on data entry and reducing the costs associated with bad data.
  • Centralized information
    Integrating your accounting system or ERP with CRM allows for more transparency, less double data entry, and better reporting. Centralizing the information makes it easier to see what dollars are coming in, where they are allocated and how they are being used.
  • Powerful reporting
    Have you ever felt frustrated running reports across multiple data sources and not able to have a real time examination? or data doesn’t match or doubtful? Integrating your CRM data with a back-office application will result in bringing your reporting capabilities and decision making process to a higher level.

Features

  • Pre-Built connector supporting PocketAdvantage API’s
    DBSync Pocket Advantage Connector and template comes with the support for PocketAdvantage FTP, Database and API support. In-built scheduling and queueing of data flow makes sure that critical business objects like Customer, Items, Invoices and Orders are not duplicated and integrity maintained.
  • Direct Connectivity
    The application connects directly to the PocketAdvantage application instance and enable the user to query, add, modify and delete various types of records including customers, Items, Orders, Sales order, Invoice, Credit Memo and many more.
  • Built-in Template
    We provide a standard template to facilitate the integration of various objects between PocketAdvantage application and supported accounting systems. Also supported are ability to customize and extend the templates using something as simple as mapping and data flow or advanced like ApiCode.
  • Support for API methods
    It has been built on new architecture i.e API management so that it supports wide range of API methods like Read Order, Update customers, Update Items, Update Transact, Get Queue and Update Order Status.



Frequently Asked Questions


How does DBSync connect to Pocket Advantage?

DBSync connects to Pocket Advantage through connector called PocketAdvantage connector which has inbuilt API methods that opens a connection to the pocket advantage application for data retrieval.

What comes in the default Connector?

Customer, Item, Vendor, Sales Reps, Invoice and Order

When do we need this additional Integration coding?

DBSync has a standard Template built in for the clients of pocket advantage, if the scope of work involves other than standard data flow supported by the template than addition integration should be written

How does DBSync connect to PocketAdvantage?

DBSync connects to PocketAdvantage through API calls, either web method or API methods should be exposed for other applications to consume it. The API’s translate calls to FTP or other calls as required by PocketAdvantage specifications.

What are the prerequisites for software required for DBSync integration with Pocket Advantage?

The valid account with PocketAdvantage. For most on-premise accounting applications there might be a need of on-premise DBSync instance. Please check with our support team for more details.