Do you support my accounting, CRM or ERP system?
Assuming you're able to export the data, we can almost always find a way to support any accounting, CRM or ERP system with our Trade Exchange program.
Of course, whenever possible, we recommend that you automate the process and have built integrations that automate the process for many popular accounting platforms.
- If you're platform is supported, then, of course, we recommend you follow the process on this page: Automate Adding Trade Payment Data
- If you're accounting tool requires a manual submission, we've prepared details under: Preparing your File for Manual Submission
And if you don't see your accounting tool below, don't be concerned. Reach out and we'll figure out a way to work with your system.
|Sage One or Sage 50||Automated|
|Sage 300 or Sage 500||Manual|
|QuickBook (Desktop, Pro or Online)||Automated|