---
title: "Creating Customers via Integrations (Sage, Eclipse, QuickBooks)"
url: "https://help.ontraccr.com/en/article/creating-customers-via-integrations-sage-eclipse-quickbooks"
language: "en"
last_updated: "2025-06-08T18:32:27.557Z"
---

# 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**.

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## **⚙️ 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.

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## **🔁 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.

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## **💬 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

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## **🔐 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.

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## **🛠️ 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

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