With R365 Bevager & Foodager is able to integrate either via CSV (an export/import process), or via FTP (one click sync). To complete the integration you should select your preferred integration method, and your Implementation Coordinator will set this up for you. Please see information below on both methods in order to make your decision:
The Export/Import process requires you to export out a CSV file of your Bills/Credits from Books, and then import into R365.
Pros: You can review file prior to sync, and sync in real time (no delay)
Cons: No images will be imported into R365 if you have invoice images attached, and this requires a manual import/export.
The FTP option is a "Direct" integration, which means you will simply click "Sync" within Books and your bills and credits will be sent through to R365.
Pros: Invoice images are synced, and simple 1-click sync process
Cons: Time delay. Typically about 15 minutes, but can be longer depending on volume of images being imported into R365. Additionally you do not have a chance to review the file prior to import.
Please let your Implementation Coordinator know your preferred integration type. If you select the FTP option please provide your Implementation Coordinator with the R365 contact who oversees your account, as they will assist us in providing the FTP credentials and database details to complete the integration.
Once your integration is complete please watch the video below to learn how to use Books.
Can I change which integration type I use later?
Yes, this setting can be changed later if you decide you'd like to use the other method. Keep in mind if you're changing from CSV to FTP there may be a delay as we require additional details from your R365 contact.