Hey guys,
I am looking to show Daily Net Cashflow (Cashflow IN - Cashflow Out, based on yesterday’s data) on my Suite CRM dashboard so I don’t have to leave the CRM to check how the business is doing. Currently we use GoCardless as Payment Processor and Xero for invoicing and I am wondering how would one go about accomplishing something like that?
P.S.
My ultimate goal is to have everything in my CRM.
You need to integrate with GoCardless and Xero , without that you can’t get data in your CRM.
@cloudmatricssolution, thanks for your comment but please try to provide examples or additional assistance than just wont work unless.
Hi @alice,
Here’s a link that might help out;
As @cloudmatricssolution said you would have to integrate with the CRM via ether the API or using a add-on. From my searching i can’t see any that are currently on the market place however looking into a private development team could be a possibility.
Also a very good goal!