How can I integrate CRM into POS billing system

Customer Engagement Technical
1

Hi Gang! I need your help. I am looking for expert advice on How can I integrate CRM into POS billing system and wondering if anyone can shed some light on their experiences

2

Hi Sheetal! You have a few options, mostly of what path you take depends on who your POS billing system is AND what version of CRM you’re on.

If you’re on premise, you might have a few more steps to make a connection/integration.

If you’re online, you might be able to save some time and effort (depending on your POS).

  • Option 1: Check if your POS system has a connector in Power Automate! You can look at www.connectorreview.com or www.flow.microsoft.com. (This is still possible with On Premise CRM, but you’ll need to first configure the On Premise Gateway connector.)
  • Option 2: Make a custom integration between CRM & your POS. The most popular tech used to do this is by using Scribe or KingswaySoft.

Those are your two best options! Let me know if you have specific questions - I’ve done both and am happy to help if you need it!

3

Hi [mention:c34fb1c266f840ddb11d77891c2d2cc6:e9ed411860ed4f2ba0265705b8793d05] - did this answer your question.

4

Hey HeidiNeuhauser,

Thanks for your thoughts, it helped.