Creating Customers via Integrations (Sage, Eclipse, QuickBooks)
🔄 Customer Creation via Integrations (Sage, Eclipse, QuickBooks)
Ontraccr offers built-in integrations with leading accounting platforms, allowing you to automatically sync customer records from external systems into your Ontraccr account.
This article explains how customer creation works through integrations with Sage, Eclipse, and QuickBooks.
⚙️ Supported Integrations
The following platforms are currently supported for customer syncing:
- ✅ Sage
- ✅ Eclipse
- ✅ QuickBooks
If you use one of these systems to manage your customers, Ontraccr can automatically pull in those records.
🔁 How Customer Sync Works
🔄 Automatic Syncing
- Ontraccr integrates with your accounting system to sync in customer data.
- The sync brings over customer profiles into the Contacts > Customers tab.
🎯 What Gets Synced
- Basic customer information (name, contact details, etc.)
- Any fields mapped during your integration setup
⚠️ Field mappings and syncing logic are configured during your integration onboarding with the Ontraccr team.
💬 Use Cases
- Avoid duplicate data entry between your accounting software and Ontraccr
- Ensure your operations and finance teams are aligned on customer data
- Seamlessly link customer records with downstream workflows like POs and invoices
🔐 Permissions & Access
- Only users with access to integration settings (typically Admins) can configure and manage these integrations.
- Sync behavior is handled behind the scenes—no user action is required to “pull” customers once the integration is active.
🛠️ Setup Process (High-Level Reference)
The specific setup steps depend on the accounting platform you're using.
- Contact Ontraccr Support to initiate the integration
- Provide access credentials (if required)
- Configure field mappings with the Ontraccr team
- Test the sync
- Once activated, synced customers appear in your database