Product Catalog Info
Product Code:
SFT-ADD-ACCTINTEGRATION
Product Description:
Links databases between the Manitou and approved, integrated accounting system. Integration package includes the ability to integrate user seats - giving those users access to Manitou from the integrated product.
https://boldgroup.lightning.force.com/lightning/r/Product2/01t6g000002jG23AAE/view
Knowledge Base
Manitou to Managely https://manitou-knowledge-base.knowledgeowl.com/help/manitou-to-managely-integration-entire-process
Manitou to SedonaOffice https://manitou-knowledge-base.knowledgeowl.com/help/manitou-linking-to-sedonaoffice-5ee89af
Pre-Requisite Document
Manitou to Accounting Integration Checklist
https://securityandalarminternalkb.knowledgeowl.com/help/manitou-to-accounting-integration-checklist
Supplementary information
Cost:
(The estimated cost is given as an example. Sales will confirm for each specific customer)
The accounting Integration module is for SedonaOffice and Manitou information push and pull. The MDK runs $367.50/month plus about $2K in services upfront for implementation. The accounting integration module is $78.75/month plus roughly the same in services upfront.
Is MDK required for Accounting Integration?
Both MDK and Accounting Integration add on modules are required for Manitou and SedonaOffice / Managely to communicate.
BoldNet / MDK
If the customer has BoldNet, then they already have MDK
Is there a Manitou to SedonaOffice Linker?
Yes, there is a linker tool
Is there a Manitou to Managely Linker?
No, there isn't a linker tool. Linking will need to be completed manually.
Effort and Process
On Prem
The installation takes approx. 2 hours
1) System Consultant to meet with the customer to capture "Integration Checklist" pre-requisite document
2) PM to book time with a System Consultant and the customer
Hosted
The installation takes approx. 2 hours
1) System Consultant to meet with the customer to capture "Integration Checklist" pre-requisite document
2) PM to book time with a System Consultant to complete the Integration
Questions for the Customer
Question 1 - What accounting system is in use? (e.g. Managely, SedonaOffice etc.)
Question 2 - Is the requirement to enter data in Manitou or the Accounting app? This will determine the direction. All other questions are in the "Integration Checklist" pre-requisite document
IMPORTANT - Integration with Managely can only be linked automatically using a conversion before Data Conversion. Manual linking will be required after Data Conversion.
Training
How to link from accounting is part of the standard training.
