The Best CRM for SQL Account Users
Eliminate manual double entry. Sync your SQL Account data with TargetCRM to unlock mobile sales and automated follow-ups.
Is Your Sales Team Disconnected?
Your accounts team uses SQL, but your sales team sends WhatsApp quotes. Bridging this gap manually is a recipe for disaster.
- ✕Manual Import/Export
- ✕Disconnected Sales Data
- ✕Delayed Commission Calculation
Seamless SQL Sync
Our Firebird SQL compatible middleware ensures a robust, 2-way connection between your operations and finance.
Why Integrate?
Unlock efficiency by connecting your sales and finance operations.
Auto-Create Debtors
When a lead converts to a deal in CRM, the Debtor account is automatically created in SQL Account.
Sync Invoices & Payments
Invoices generated in CRM post directly to SQL. Payments recorded in SQL sync back to CRM.
Project Code Tracking
Assign sales to specific 'Projects' in SQL for accurate P&L reporting per job or branch.
Technical Specifications
Built specifically for the Firebird database architecture used by SQL Account.
System Specifications
Data Mapping
| TargetCRM Field | SQL Account Field |
|---|---|
| Account Name | Debtor Name |
| Billing Address | Address 1-4 |
| Salesperson | Sales Agent |
| Product Code | Item Code |
| Tax Type | Tax Code (SST/GST) |
| Currency | Currency Rate |
| Terms | Terms Consignment |
Who is this for?
SQL Account is popular in Trading and Construction. Here is how we help.
Stock Visibility on the Go
Sales reps can check 'Available Stock' (Stock - Reserved) directly from their phone before taking an order. No more calling the office to check if an item is in stock.
Project Costing Alignment
Every quotation in CRM is tagged to a 'Project'. When synced to SQL, expenses and invoices align under the same Project Code, giving you an accurate Profit & Loss statement.
Serial Number Tracking
Sell machinery with serial numbers in CRM. The serial number syncs to the 'Description' or 'Batch' field in SQL for warranty tracking.
Manual vs Automated
Why modern SMEs are switching to automated syncing.
| Activity | Manual Import | TargetCRM Sync |
|---|---|---|
| New Customer Entry | 5-10 mins per customer | Instant |
| Invoice Creation | Double keying (Excel -> SQL) | Single Entry (CRM -> SQL) |
| Payment Updates | Sales rep asks Finance | Sales rep sees status in App |
| Human Error Risk | High (Typos, Wrong Code) | Zero (Machine-to-Machine) |
How It Works
Setup is simple and usually takes less than 24 hours.
Install
Deploy our 'SQL Connect' agent on your server.
Configure
Point the agent to your `.fdb` database file.
Automate
Set the sync interval (e.g. every 5 mins) and forget it.
Frequently Asked Questions
Is the sync real-time?
It is 'Near Real-Time'. We typically set the scheduler to run every 5 minutes to balance server load.
What happens if I change a Customer Name in SQL?
It syncs back to TargetCRM. We treat SQL Account as the 'Master' for financial data.
Which versions of SQL Account do you support?
We support all versions running on Firebird 2.5 and above, which includes most versions from 2015 onwards.
Do I need to buy extra 'API Users' from SQL?
Usually no. Our middleware connects directly to the database backend, acting as a background service. However, we recommend checking your specific license agreement.
Can it handle Multi-UOM?
Yes. If you sell in Pcs, Boxes, and Cartons, we map these UOMs correctly so the stock deducts accurately in SQL.
Is it e-Invoice ready?
Yes. We capture the necessary TIN, BRN, and SST fields in CRM and push them to the correct columns in SQL Account for LHDN submission.
Ready to Sync SQL Account?
See the integration in action. Book a demo with our technical team today.