Kashflow CRM integration enhancements

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We’ve overhauled our KashFlow integration and added these features:

  • There’s a new wizard that sets the integration up between your CRM and KashFlow for you
  • You can then import all your Customers from KashFlow directly into the CRM
  • Suppliers in the CRM can now be linked to Suppliers in KashFlow, and created and updated from the CRM
  • You can add a Quote Reference to Opportunities in the CRM for KashFlow Quotations and Invoices

Even more KashFlow integration features are also in the pipeline!