Not strictly Kashflow but hopefully one of you developers can help or point me in right direction. Client sells on ebay and all transactions are via Paypal. He uses Kashflow for accounts and info is imported via Paypal API. However he also wants a CRM system where he can generate emails, letters etc and record marketing activity and contact with each customer. I thought that I would be able to find a CRM (possibly Open Source) which could link to Paypal and download the same info as Kashflow downloads, otherwise everything has to be re-entered. Salesforce has been suggested as CRM software but there are others (Sugar, Vtiger, ZohoCRM, Splendid etc). Don't unduly mind which one is used so long as it's not too expensive. Does anyone know of CRM software which can use the Paypal API - or, if not, how easy would it be for someone to write the necessary code? jpcentral
I don't know of any that have built-in support for the PayPal API. But if you go for any of them with an API then someone could write something to sit in the middle to pull from PayPal and push to the CRM.
Duane That's what I'm looking for - someone who could write that piece of code. I must admit I am surprised that there isn't anything available because I can't imagine I'm the first to be looking for this solution. jpcentral
Hi, It would be better to coordinate with some freelance programmer. Some of them will provide you free of cost service just only for portfolio. Find them on freelancers communities or student related forum/blogs or social networks.
Integration options Ok, so you're already using paypal to get data into Kashflow (single account or generating an account per transaction?). Either way you should now go from Kashflow to the CRM. That's already done with the Really Simple Systems crm integration. Sure, your have to pay the yearly charge but the coding alternative is v. expensive and the manual alternative (export/import) is do-able but boring although it can be semi-automated with some effort. Take your choice.