We understand that most businesses have many functions, and communication is a key part to any business. It is therefore important that your bespoke accounting solution is not a disjointed arm in your processes.
Here at Pastel, we can integrate your other business processes through custom developed APIs to help your business run more efficiently. This could be anything from your existing stock function to your CRM, bringing all your processes together to form a highly cost effective total ERP solution.
API stands for 'Application Programming Interface', but basically describes one way to plug your website into another. Commercial sites make some parts of their code or data available to developers so that they can built tools for the site. The code they expose is called the API and the stuff they build - the tools and widgets - are called applications.
Our expert developers at Pastel can build custom APIs so that they can talk to existing APIs your internal processes may already have.
Still not make sense? Want to talk to us about our custom integration options? Get in touch
What you need:
How do I get started?
1. First, go into your Pastel Account and select the Subscription Management Tab. Tick and pay for the Capsule integration.
2. Then, either choose a Free or Professional subscription from Capsule's website Visit Capsule Now! or go to your existing Capsule account. Once in Capsule, click on your Account Name (on the top right hand side next to the search window) and select "My Preferences" from the dropdown. On the bottom left menu, please select the "API Authentication Token". Once on this page, you will need to copy your unique API Token code.
3. Now go to your Pastel account and select the "Company" tab from the top menu and then click on the "Capsule Import" from the dropdown.
a) Paste in your unique API Token you copied from Capsule
b) Insert your unique capsule URL (ex: www.johndoecapsulecrm.com)
c) Once both fields are filled in, please click the Import button. You will then see all your contacts from Capsule listed below. To complete the import, please make sure all contact fields are correctly set to either customers or suppliers (category cannot be changed later on – all are defaulted to customers) and then tick the selection box to approve. Once you are happy please hit Insert to complete the import.
What does it sync and how does it work?