Connecting DEAR Systems software to Salpo CRM - Control Panel access required.
Creating an API key
Go to Salpo CRM Control Panel > click Integrations > click Connect button embedded on the DEAR Systems panel.
Click on "Your DEAR Systems API key page" to access API token generating page in DEAR Systems.
Or log in to DEAR Systems. Click the INTEGRATION tab on the top menu bar and click the DEAR sign within the API block.
Create a new API by clicking on button under Applications in DEAR systems.
Name your API key and hit Save. The API tokens are saved in a list view. Access the saved API key by clicking on the name given to the API key in DEAR API set up page.
Integration step 01
Copy the API data and navigate back to the Salpo CRM. Paste the value in the appropriate DEAR System integration window field.
The Account ID in DEAR Systems = Account ID Salpo CRM
API key in DEAR Systems = Application Key in Salpo CRM
Integration step 02
Information selected on this step will be considered when syncing contacts.
Default customer taxation rule
DEAR Systems requires that all customer type contacts to contain a tax rule. All tax rules available in DEAR Systems will be available in the Default customer taxation rule drop-down.
The tax rule selected will apply to all contacts which sync with DEAR systems.
This tax rule is applicable only for contact syncing, and will not be applicable for any product synchronisation.
Default payment term
The specified range of payment terms in DEAR Systems will be available to select in Default payment term drop-down. Your selection will apply to all contacts you sync with DEAR Systems.
Default account receivable
Any account type in - Asset / Equity / Expense or Liability, set to accept payments & listed in the Chart of accounts in DEAR Systems will be available under Default account receivable filed.
Default revenue account
All account types listed under Revenue in DEAR Systems > Chart of accounts will be available in Default revenue account.
Hit to integrate with DEAR Systems.