Now that you've selected Autofy for integration, here are a few steps to follow to make sure that your implementation goes as smoothly as possible.

Look at your lists

Before integrating two systems, it's important to maintain your master data so it stays as clean as possible once records start getting synced. Master data is data that persists through time, like your customers or items - not transactions like Invoices.  For instance, if you have a customer in QuickBooks:
 Sally Johnson
 123 Fun St.
 Anywhere, MN 55044
 and in Salesforce you have:
 Sally Johnston
 123 Fun St.
 Anywhere, MN 55044
Then you're about to create a duplicate! How, you ask? Look carefully at Sally's last name in Salesforce: Johnston! Autofy, like any software program, will consider this a separate customer record and actually make sure both records appear in both systems.
 Overall, here are the record types to check:

  • Customers
  • Products
  • Classes
  • Payment Methods

So it's important that you review your customer AND item records prior to implementation and make sure there aren't any spelling errors.

Do you use QuickBooks?  Back up your data

It's important to back up your QuickBooks data for a bunch of reasons, so if you haven't yet, follow this guide from Intuit to make sure your data is safe.

Syncing Salesforce?  Decide on level of access

If you can, create a sandbox for Autofy to connect to during testing. If that's not possible, simply decide on a login for it to use on your production account. 

Get everyone on board

Last and certainly not least - before you get started, make sure anyone that manages or maintains your various apps are involved. This could be your bookkeeper, accountant, partner, Finance Director...even the owner.
Getting all the relevant people to the table early will ensure that there are no show-stopping questions once you dive in. As always, chat us below, or email us for more help!

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