Integrate Hanna CRM with your accounting or ERP system and reduce repetitive data entry across different platforms.
Customers, invoices, payment information, products and inventory – connect your sales and accounting workflows to match your business needs.
By connecting Hanna with your accounting or ERP system, your sales team can work with relevant business information while reducing manual data transfers between platforms.
Customer and sales document information can be transferred between systems, reducing repetitive data entry and manual copying.
Depending on the integration, Hanna can display payment records, invoice payment statuses or outstanding balance information received from your accounting system.
Define which data should be exchanged, in which direction and how frequently. Available options depend on the selected accounting or ERP system.
Hanna integrates with a range of accounting and ERP platforms, from local accounting solutions to Microsoft Dynamics 365 Business Central. Each integration has its own capabilities, allowing data exchange to be configured around your business processes.
Exchange customer, invoice, payment, product and inventory data. Hanna provides separate integrations for classic Rivile and Rivile ERP, with different supported features and synchronization options.
Integrate Hanna CRM with Microsoft Dynamics 365 Business Central. We have implemented integrations for multiple customer projects, with data exchange and workflows tailored to each Business Central environment.
Exchange customer, invoice, payment, product and pricing data. Integration capabilities also include retrieving customer outstanding balances and credit limit information.
Synchronize customers, invoices, products and inventory information. Payment-related data and additional document workflows are supported depending on the integration configuration.
Exchange electronic invoices, document statuses and payment status information. Additional capabilities depend on whether the BSS SOAP or API integration is used.
Exchange customer, invoice and payment information through file-based integration processes. Additional capabilities may be implemented according to individual business requirements.
Exchange customer information, sales documents, products and inventory data. Supported workflows and document transfer methods depend on the integration variant.
Connect customer records, invoices, outstanding balances, products and inventory information. Selected implementations also support project-related and material management workflows.
Exchange customer, invoice, order, product and pricing information. Certain workflows also support customer credit limits and order-related processes.
From customer records to invoices, payments and inventory information, Hanna integrations help connect your everyday business workflows. Available data types and synchronization directions depend on the accounting or ERP system you use.
Customer data without repetitive entry
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Connect customer information in Hanna with your accounting system, reducing the need to maintain the same company details in multiple places.
Depending on the integration, customer data can be exported from Hanna, imported from accounting or synchronized in both directions. Records are linked using agreed identifiers.
Create and manage sales invoices in Hanna and transfer their data to your accounting system through the integration.
Depending on the integration, Hanna can also receive invoices created in accounting, external document identifiers or document statuses. Support for advance invoices and orders varies by system.
Knowing whether an invoice has been issued is only part of the picture. Sales teams also benefit from having access to its payment status.
Depending on the accounting system, Hanna can receive individual payment records, invoice payment statuses or outstanding balance information. This helps your team assess customer payments without constantly switching between systems.
Where supported by the integration, Hanna can retrieve product and service catalogs, prices and inventory balances from your accounting or ERP system.
Your sales team can use this information directly in Hanna without maintaining the same data manually in multiple systems. Update frequency and synchronization directions depend on the integration.
