Connect TargetCRM with AutoCount
Stop double data entry. Automatically sync your Customers, Invoices, and Payments between your CRM and Accounting software.
Stop Potential Errors
Manual data entry leads to mistakes, lost invoices, and unhappy customers. Automate the flow to ensure 100% accuracy.
- ✕Double Data Entry
- ✕Mismatched Customer Balances
- ✕Slow Invoicing Process
The 2-Way Sync Solution
Our middleware sits between TargetCRM and AutoCount, ensuring data flows smoothly in both directions.
Why Integrate?
Unlock efficiency by connecting your sales and finance operations.
2-Way Customer Sync
Create a customer in CRM, it appears in AutoCount. Update address in AutoCount, it reflects in CRM.
One-Click Invoice Posting
Sales teams generate invoices in CRM. Finance teams approve and post to AutoCount with a single click.
Live Stock Balance
Salespeople can see real-time stock availability from AutoCount directly within the CRM quotation screen.
Technical Specifications
A deep dive into how TargetCRM communicates with AutoCount. Our middleware is designed for stability and data integrity.
System Specifications
Field Mapping Guide
| TargetCRM Field | AutoCount Field |
|---|---|
| Customer Name | Debtor Name |
| Billing Address | Billing Address 1-4 |
| Shipping Address | Delivery Address |
| Tax Code (SST) | Tax Type |
| Terms | Credit Terms |
| Currency | Currency Code |
| Sales Agent | Sales Agent / Promoter |
Industry Use Cases
See how different businesses leverage the TargetCRM x AutoCount integration.
For Wholesalers: Streamline Bulk Orders
Wholesalers often deal with hundreds of debtor accounts and complex pricing tiers. TargetCRM syncs 'Price History' and 'Credit Limits' from AutoCount, ensuring your sales reps never oversell to a risky client or quote the wrong price. Orders taken in the field sync back to AutoCount immediately for packing.
For Retailers: Unified Customer Loyalty
Connect your POS data (via AutoCount) to TargetCRM's marketing engine. When a customer buys in-store, the transaction syncs to CRM. You can then trigger automated WhatsApp messages for post-purchase reviews, warranty reminders, or birthday vouchers, driving repeat footfall.
For Service Providers: Progressive Billing
Project-based companies need to bill progressively. With TargetCRM, you can track job milestones and generate partial invoices (e.g., Deposit, Progress 1, Final). These invoices post to AutoCount as they are generated, keeping your accounts receivables accurate without manual intervention.
Why Automate?
The hidden cost of manual data entry vs the efficiency of automation.
| Process | Manual Entry | TargetCRM Sync |
|---|---|---|
| Data Accuracy | Prone to typos (Human Error) | 100% Accurate (API Based) |
| Speed | Delayed (Batch entry at end of day) | Instant / Near Real-Time |
| Stock Visibility | Sales blindly quotes stock | Live stock check before quoting |
| Credit Control | Sales sells to overdue clients | System blocks orders if credit exceeded |
| Cost | High (Salary for data entry clerk) | Low (Fixed software subscription) |
How It Works
Setup is simple and usually takes less than 24 hours.
Connect
Install our lightweight middleware on your AutoCount server.
Map
Map your CRM fields to AutoCount fields (e.g., Debtor Code, Area).
Sync
Turn on the scheduler and watch your data flow automatically.
Frequently Asked Questions
Does it work with AutoCount Cloud?
Yes, we support both AutoCount 2.0 (On-Premise) and AutoCount Cloud Accounting.
Is the sync real-time?
For Cloud, yes. For On-Premise, it runs on a scheduler (e.g., every 5-15 minutes) or can be triggered manually.
What happens if I change a price in AutoCount?
The updated price will sync back to TargetCRM during the next scheduled run, ensuring your sales team always uses the latest pricing.
What happens if my internet goes down?
Don't worry. targetCRM works offline. You can continue to create orders and capture leads. The middleware queues all data locally and automatically pushes it to AutoCount once the connection is restored.
Does it support Multi-Currency?
Yes. If you trade in USD, SGD, or RMB, the system respects the currency settings in AutoCount. Invoices generated in CRM will carry the correct currency code and exchange rate logic as defined in your accounting software.
Can I filter which customers sync?
Absolutely. You can set up 'Sync Rules'. For example, only sync customers with the status 'Active' or 'Confirmed'. This keeps your accounting data clean from unqualified leads or junk data.
Is the integration LHDN e-Invoice compliant?
Yes. Since the data flows continuously into AutoCount (which is LHDN compliant), the e-invoice submission process remains standard. We also capture necessary TIN and Registration numbers in CRM to ensure the final invoice is valid.
Do I need a server for AutoCount On-Premise?
Yes, if you use the On-Premise version, the middleware needs to be installed on the PC or Server where the AutoCount database resides. It runs as a background service.
What is the detailed setup process?
1. We install the 'Connector App' on your server. 2. We configure the API Secret Key. 3. We map your Debtor, Item, and Tax codes. 4. We run a 'Initial Full Sync' to pull existing customers and stock items into CRM. 5. We enable the 'Delta Sync' for ongoing updates.
How do you handle 'Item Batch' and 'Serial Numbers'?
Currently, we support standard item syncing. For complex Batch/Serial number tracking, we offer a customized module that prompts the user to select specific batches during line item creation.
Ready to Sync Your Business?
See the integration in action. Book a demo with our technical team today.