To adapt the solution to your business, several important decisions must be made about how the integration should work. These decisions will affect the setup process and the customization options available to you:
Systems to be integrated: #
Confirm if you want to integrate other systems beyond Intempus and Uniconta, such as other financial tools or project management systems.
Data sync preferences: #
Decide what data you want to sync. For example:
- Reports: How often should they be synced?
- Projects: Should they be synced automatically or only when they are marked as “In Progress”?
- Stock and customers: Should all items and customers be synchronized, or only those marked as active?
Requirements for customization: #
If you have customized workflows or specific requirements, such as additional validation rules or specific data fields, these customizations will be discussed during the setup process. Remember that customizations can affect the total price.
Error message preferences: #
Decide who should receive error messages and how often they should be sent. You can choose to receive notifications via email or through your dashboard.