Work 365 Integration with Accounting systems:

Work 365 has out of the box integration with various Accounting Systems.

Key Points

• It’s common to have multiple accounting system connectors when:
  • A single CRM system serves multiple businesses.
  • Each business needs to integrate customers and invoices into different accounting systems.
• All connectors follow a similar integration model:
  • Accounts, Products, and Invoices are integrated between Work 365 and the Accounting System.

⚠️Important Considerations

• Work 365 is NOT a synchronization tool

  • It does not keep data in both systems fully in sync.
  • Its purpose is to integrate billing and invoices into the accounting system for financial reporting.

• Since Work 365 is built on Power Platform, you can:

  • Use Dataverse and data exports to extract invoicing data.
  • Import that data into your accounting system if needed.

Invoice Behavior

• When an invoice is synced into the accounting system:
  • Its status reason changes to “Billed” in Work 365.
• Invoices can be automatically synced if:
  • Billing Automation is enabled.
  • Auto-Sync is turned on for the Billing Contract.