UBS Accounting Software Integration
Automatically import orders including Sales Orders, Invoices, Quotations, and more into UBS accounting while syncing real-time pricing and stock levels to our salesman app.
Key Integration Features
Bi-Directional Sync
Data flows seamlessly both ways. When a salesman closes an order in the sales app, it appears in UBS Accounting Software instantly. When stock is updated in UBS accounting, the sales app reflects it immediately.
Document Automation
No more manual entry. Convert app orders into UBS Accounting Software Sales Orders, Sales Invoices, or Delivery Orders with a single click or full automation.
Credit Limit Control
Sync customer credit limits and overdue aging from UBS Accounting Software to prevent salesmen from taking orders from blacklisted or overdue accounts.
Multi-Location Stock
Support for multiple warehouses. Salesmen can see stock availability across different locations directly from UBS Accounting Software stock data.
How to Get Started
Provide your UBS Accounting Software Version
Our technical team will verify compatibility and prepare the secure connection bridge needed for data exchange.
Go Live
Once configured, our team will assist with data mapping and your team starts syncing live orders immediately.
Data Synchronization Details
| Module | Direction | Frequency | Sync Status |
|---|---|---|---|
| Customer Information | UBS ➔ Sales App | Real-time | ✓ Fully Sync |
| Stock & Inventory | UBS ➔ Sales App | Real-time | ✓ Fully Sync |
| Pricing & Multi-UOM | UBS ➔ Sales App | Instant | ✓ Fully Sync |
| Sales Documents SO/IV | Sales App ➔ UBS | Instant | ✓ Fully Sync |
| Credit Limit & Aging | UBS ➔ Sales App | Daily / On-demand | ✓ Fully Sync |
Ready to automate your UBS Accounting Software workflow?
Contact our technical team today for a live demo for the integration.
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