What a configuration could hand over
Money keeps the documents; the configurator gives the customer a price at the moment they ask. The approved configuration can then enter Money as a quote or a received order with line items, so accounting gains no second system, only more documents. The transfer is verified against your version.
Address book
The customer from the configurator could be written to the Money S3 address book or matched to an existing company by company ID.
Order documents
An approved configuration can become an offer or a received order with items and a price. The Money S3 API supports writing these documents.
Stock cards
Items would point to your stock cards, so stock levels and purchase prices stay intact. Dimensions and the 3D preview link would go into the item text or a note.
Import queue
Every document written would pass through the import queue in Money S3, where your accountant sees what arrived and how it was processed.
What we need to connect it
Money S3 needs the API extension module, with the API installed on the computer running Money and a domain we connect to.
You generate an API key in Money with a Client ID and Client Secret; the user assigned to the key decides which areas the connection may read and write.
So that documents do not need confirming by hand, an S3 Automatic task is set up for the import queue; it runs even when Money is closed.
We test the transfer on a test agenda and agree which stock cards, price levels and numbering series are used.
Worth deciding up front
- Writing to Money S3 is asynchronous: a document is queued first and only exists once processed, so the configurator would check the result afterwards.
- Price levels can be read through the API but not changed, so prices stay in Money and the configurator either reads them or calculates from its own price list.
Questions about this connection
Do we need to buy the XML DE Profi module for this?
An API connection does not need it; the API module is enough. XML DE Profi with an XSLT template is the older file route, which we would only consider if the API cannot be used.
Will the offer exist in Money as soon as the configurator submits it?
The document waits in the import queue first. With an S3 Automatic task in place it is processed on its own; without one your accountant confirms it by hand.
Does this apply to Money S4 and S5 as well?
S4 and S5 share a similar data logic, but the API described above belongs to Money S3. For them we verify the interface separately against your installation.
Other integrations
Put Money S3 to work in your sales.
Tell us what you sell and how an enquiry is handled today. On the demo you will see the configurator, and we will go through which data could flow from it into your system.