Enterpryze

Enterpryze is a cloud Business Management Platform, and with the help of the Enterpryze Widget in OnePageCRM, users can quickly integrate the two systems and easily review Transaction feeds connected to contacts saved in the CRM.


  • 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

Before you are able to connect your Enterpryze account to OnePageCRM for the first time, you need to request API access from the Enterpryze Support Team. Once granted, they will send you an email providing you with an API Username and API Password to add to OnePageCRM.

You can use the following template to request API access from the Enterpryze Support Team via email (support@enterpryze.com).

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

1
Go to Enterpryze under Apps and Integrations → click Install.

Apps and Integration page l Enterpryze


2
On the Configuration tab add the API Username and API Password to their respective fields → click Connect to Enterpryze.

Enterpryze integration page l Connect button


Find/Use the Enterpryze Widget


1
Open a contact → scroll down to the Enterpryze widget above the Contact Timeline → click on it to expand.

Click on the Enterpryze widget to expand it.


2
Once expanded, it will display:

  • Date - Date and time when the Transaction was recorded.
  • Description - Type and the number of the Transaction, with the link to this Transaction in your Enterpryze account.
  • Amount - The total amount of the Transaction.

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


    Notes:

    • The 20 most recent transactions are displayed by default. Click Show More to load the next 20.
    • 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
    Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

    Still need help? Contact Us Contact Us

    Related Articles