Enterpryze

Enterpryze is a cloud-based business management platform for managing business operations.

The Enterpryze Widget connects Enterpryze with OnePageCRM, allowing you to view transaction feeds linked to your CRM contacts directly in OnePageCRM.

You need an Enterpryze account to connect it to OnePageCRM.
Only Account Owner or Administrators can configure and manage the integration.

Enable/Disable the Enterpryze Widget

Request API access from the Enterpryze Support Team to get the API Username and API Password.

"Hi there,
Can you please enable the API Access for my Enterpryze account?
Thank you."

Go to Enterpryze under Apps and Integrations → click Install.

OnePageCRM | Apps and Integrations page | Enterpryze

Under Configuration → add the API Username and API Password → click Connect to Enterpryze.

Enterpryze configuration | Connect

Find/Use the Enterpryze Widget

Open a contact → find the Widget above the Contact Timeline → click to expand.

Click on the Enterpryze widget to expand it.

Once expanded, it will display:

Date - The date & time when the Transaction was recorded.

Description - The type and number of the Transaction, and a link to Enterpryze

Amount - The total amount of the Transaction.

Expanded Enterpryze widget, displays Date, Amount and Description, including a URL link.

💡The widget checks the first 10 email addresses saved for the contact and displays any matching data.

Types of transactions displayed in the Enterpryze widget inside your CRM:

Leads (no amount value)
Sales Reserve Invoice
Service Calls
Incoming Payment
Sales Credit Note
Sales Delivery

Sales Invoice
Sales Order
Sales Return
Outgoing Payment
Purchase Credit Note
Purchase Deliveries

Purchase Invoice
Purchase Order
Purchase Return
Sales Quote
Goods Receipt

Enterpryze

In this article:

Enable/Disable the Enterpryze Widget

Find/Use the Enterpryze Widget

Types of transactions displayed in the Enterpryze widget inside your CRM:

Related Articles