The Integrations Tab on the Item Profile allows you to easily associate your Canix products with products from various platforms, including LeafLink, QuickBooks Online (QBO), and Sage Intacct. This article will guide you through setting up and managing these integrations to streamline your workflow.
Supported Integrations
1. LeafLink Integration
If you have successfully configured the LeafLink integration in Canix, you can now search for and associate products directly from your LeafLink account.
- How to Search LeafLink Products: Navigate to the Integrations Tab on the Item Profile. You will see a search bar that allows you to look for active products in your LeafLink account.
- Updating Associations: Once a LeafLink product is selected, it will be linked to the corresponding Canix item. If the association is updated when creating a Canix Sales Order from a LeafLink Order, this update will be saved to the Item Profile.
- Managing Associations: You can easily update or remove product associations using the search functionality within the Integrations Tab.
2. QuickBooks Online (QBO) Integration
For users with a configured QuickBooks Online integration, you can now search and link QBO products to Canix products.
- How to Search QBO Products: In the Integrations Tab, use the search function to browse active products in your connected QuickBooks Online account.
- Updating Associations: Once a QuickBooks Online product is selected, the Canix Item and QBO product will be associated. If the association is modified when creating a QuickBooks Online Invoice from a Canix Sales Order, the change will be reflected on the Item Profile.
- Managing Associations: As with other integrations, QBO associations can be updated or removed as needed through the search.
3. Sage Intacct Integration
For facilities using Sage Intacct, Canix now allows you to search and link products from your Sage Intacct account.
- How to Search Sage Intacct Items: From the Integrations Tab, search for active items in your Sage Intacct account(s).
- Updating Associations: Once a Sage Intacct Item is selected, it will be linked to the corresponding Canix item. Updates made when creating a Sage Intacct Invoice or Purchase Order from a Canix Order will be saved.
- Managing Associations: You can modify or remove Sage Intacct product associations as needed within the Integrations Tab.
Backfill Support for Existing Integrations
If you have previously associated Canix items with LeafLink, QuickBooks Online, or Sage Intacct products, these associations will automatically appear in the Integrations Tab. This backfill feature ensures that all existing configurations are maintained and accurately reflected in the new interface.
FAQ
1. How do I configure my LeafLink, QBO, or Sage Intacct integration?
- To set up any of these integrations, follow the instructions in the Canix Integrations Guide. Once configured, the search functionality will become available in the Item Profile's Integrations Tab.
2. Can I associate multiple products from different platforms to a single Canix item?
- Yes, you can associate a Canix item with products from multiple platforms (e.g., LeafLink and QuickBooks Online) as long as those integrations are configured in your account.
3. How do I remove a product association?
- To remove an association, go to the Integrations Tab on the Item Profile, search for the associated product, and select the option to remove the link.
By centralizing these integrations, Canix helps streamline your product management process across multiple platforms, improving efficiency and accuracy when handling orders, invoices, and product tracking.