[GNC] gnucash in tandem with SuiteCRM or other CRMs

[david whiting]

I don't use a CRM with Gnucash, but you might be able to achieve what you
need - it depends on what you mean exactly by "keeping customer
contacts/accounts up to date". Do you mean:

   1. Adding customers to the CRM,
   2. Importing them into gnucash so that you have the same customers in
   your CRM and gnucash
   3. Using gnucash the handle the invoices and payments

I see that SuiteCRM can export info as csv files, and gnucash can import
customer details, so you might be able to have a workflow that accomplishes
this via csv files. See this page for info on the gnucash csv import
structure:
https://www.gnucash.org/docs/v4/C/gnucash-guide/busnss-imp-customer-vendor.html

David

On Fri, 2 Dec 2022 at 09:02, slidinghorn via gnucash-user <
gnucash-user at gnucash.org> wrote:

> Hello,
>
> I tried to join the IRC via the matrix bridge, but there's no way to speak
> in the room if you aren't registered on the server, and you can't register
> without an IRC client...
>
> Anyway, this isn't really a support request as much as it is a request for
> anyone who uses gnucash in tandem with a CRM (Customer Relationship
> Management) application - most specifically SuiteCRM. I wanted to know if
> anyone does this successfully, how they manage the workflow in terms of
> keeping customer contacts/accounts up to date, if they have to manually
> enter everything in both places, etc.
>
> I'm looking into starting my own small business, and while I think it's
> almost certain to remain small enough that entering that kind of
> information twice won't be *too* much of a hassle, it would definitely be
> nice if someone's figured out a way to not have to duplicate that work.
>
> Thanks in advance for any stories or input you can provide!
>
> P.S. If/when I get a reply, I assume I should "Reply All", correct? It's
> been years since I've used a mailing list, and I'm rusty on the practice,
> lol
>
>
> Sent with Proton Mail secure email.
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-- 
David Whiting