Connecting "Edara CRM" to "Edara" and Pushing Deals as Sales Orders

When the sales team works in one system and accounts and warehouses in another, reps re-enter the customer, items and prices for every sale, names drift apart between the two, and records get duplicated. Reps don't see the real stock or what the customer bought before, and when the customer says yes the order is copied over by hand, so it reaches the warehouse late or incomplete.

When the two are connected, reps get every customer and item with its prices, stock and order history exactly as in "Edara", and each rep keeps their own customers. When the customer agrees, the deal becomes a sales order in "Edara" in one click, with the same lines and prices, so the warehouse starts preparing it right away without retyping anything.

Follow the Steps #

You connect to "Edara" once from Settings, then push deals to it as sales orders or link them to existing orders.

Connecting to "Edara" #

You connect once from "Settings → Edara", which is for admins only. One click sets up the link and imports your customers, products and sales orders:

• In the side menu, click "Settings", then "Edara" under "Integrations". The "Edara Connection" card shows "Not Connected".
• Click "Connect to Edara". A progress bar follows the import, entity by entity.
• When it finishes, the badge reads "Connected" and the "Synced Entities" table appears.

What Comes In from "Edara" #

The "Synced Entities" table shows what came in, how many records of each kind are linked, when each was last synced, and a tick once it has synced:

• "Currencies" become the system currency.
• "Classifications" become product categories.
• "Stock Items" and "Service Items" become products, with their sales, dealer and super dealer prices and the item photo.
• "Salespersons" are mapped to CRM users.
• "Customers" become organizations.
• "Sales Orders" become the order history on each organization, used by Revenue actions and the AI assistant.
• "Stock Balances" become product stock.

Syncing Again #

Updates come in from "Edara" on their own once you're connected, and you can also sync by hand at any time:

• On "Settings → Edara", click "Sync Everything" to pull your catalogue, customers and sales orders in one run.
• Watch the progress bar under the buttons. You can keep working anywhere else in the CRM while it runs, and if you come back to the page you'll see its progress.
• To refresh just one thing, click "Advanced sync" and choose "Refresh classifications" or "Refresh stock balances".

"Test Connection" checks that the link to "Edara" works. At the bottom of the page, "Recent Sync Activity" lists the latest operations and whether they worked.

Choosing Where Pushed Orders Come From #

"Edara" issues each sales order from one warehouse or one sales store, so first choose where the orders pushed from deals are issued from:

• Click "Advanced settings" on the "Edara" page to expand it, then click "Push Destination". The "Where pushed orders are issued from" dialog opens.
• Pick one of your "Warehouses", or one of your "Sales stores".
• If you pick a sales store, also choose the warehouse under "Stock comes from": a sales store sells but holds no stock.
• Click "Save". You'll see "Push destination saved ✓".

Every order pushed from a deal uses this destination, and a rep can send a single deal elsewhere from the push dialog.

Mapping Salespersons to CRM Users #

Each "Edara" salesperson is mapped to a CRM user, so their organizations move to that user, who then sees them:

• Under "Advanced settings", find the salesperson list. It shows the "Unmapped Salespersons" first; click "Show all" to see everyone.
• Click "Auto-map from Edara" to link every salesperson that matches a CRM user. Salespersons also link by themselves on every sync.
• For the rest, choose a user in the "Mapped to" column. The salesperson's organizations move to that user.

To invite salespersons who have an "Edara" user but aren't in the CRM yet, click "Invite reps", tick them and click "Send invite(s)". They sign in with "Edara" and join as Sales Persons. A salesperson with no "Edara" user isn't listed, so create their "Edara" user first.

Pushing a Deal to "Edara" as a Sales Order #

When the customer agrees, the deal becomes an "Edara" sales order from the "Edara Orders" card on the deal itself. First make sure the deal has an organization and at least one product:

• Open the deal, and on the "Edara Orders" card click "+ Push". The "Push deal to Edara" dialog opens.
• Check what will be sent: the lines, discount, tax and "Order total", and where the order posts from. Click "Change" to send this one deal from a different warehouse or sales store.
• If some products aren't in "Edara" yet, the dialog lists them, and they are created in your "Edara" catalogue before the order.
• Click "+ Push", or "Create 1 product & push" when there are new products. You'll see "Edara order created" with the order code, and the order shows on the card.

If the organization has no "Edara" customer yet, the "Link this organization to Edara" dialog comes first. Link it to a customer "Edara" already has, or click "Create customer in Edara", and the push carries on:

Linking a Deal to an Existing "Edara" Order #

If the sales order was created in "Edara" directly, link it to the deal instead of pushing it again:

• On the deal's "Edara Orders" card, click "+ Link". The "Link Edara Order to Deal" dialog opens.
• Type the document code in "Search by document code…", then click "Search".
• Click "Link" next to the right order.

To detach an order from the deal, click "Unlink" next to it and confirm. On an organization, the "Edara Orders" tab lists the sales orders synced for that customer; it appears once the organization is linked to "Edara".

Disconnecting from "Edara" #

Disconnecting stops the updates and removes the sync data, but your organizations, products and deals stay as they are:

• On the "Edara Connection" card, click the red disconnect button at the end of the row.
• Read the confirmation, then confirm.

Your records keep their "Edara" IDs, so connecting again re-links the same records without duplicates.

Important Things to Know #

Try It Yourself #

Sample data — it doesn't affect any real data. Click "Connect to Edara", then open a deal from "Deals" and click "+ Push" on the "Edara Orders" card.

You May Be Wondering #

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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