With hundreds of payments and invoicing requirements hitting their desk every week and with over 3,000+ instant quotes being processed every month, ShipMyCar have had to try and automate every stage of their business as much as possible.
One of the biggest hurdles was having to duplicate invoice data from their custom CRM into their accounting package (at the time, Sage / TAS Books). Sage was starting to cost a significant amount of money in licensing fees and the Windows installed software meant remote working was very difficult.
Firstly, we had to migrate them from their old accounting package into Xero. Xero is cloud based which solved the high licensing costs from Sage as well as allowing much easier remote working. As their year-end was approaching this was very straightforward and a seamless transfer.
We then used the Xero API to create a migrate button on their CRM invoice page. Once a client invoice was ready to be migrated, they can now do so with just a click of the button.
The automated integration then sets up the invoice in Xero and makes it available for bank reconciliation immediately.