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Connect™

Kashflow + Salesforce Integration

Clarity Connect™ integrates Kashflow with Salesforce, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Kashflow and Salesforce through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Kashflow and Salesforce.

Implementation Timeline

Go live with Kashflow + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Kashflow and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Kashflow + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

Integration Architecture: iPaaS as the Central Hub

A modern iPaaS forms the intelligent backbone of the Kashflow-Salesforce integration, providing a flexible, scalable, and secure platform to orchestrate complex data flows and business processes.

Data Flow Steps

Event-Driven Integration: Utilize Salesforce Platform Events and Change Data Capture for real-time triggers, reducing latency and API polling, ensuring immediate data consistency.

Canonical Data Model: Define a standardized data model within the iPaaS for common entities (Customer, Product, Invoice) to simplify mapping between Kashflow and Salesforce.

API-First Approach: Leverage the robust APIs of both Kashflow and Salesforce, orchestrated by the iPaaS, for reliable and secure data exchange.

Idempotent Operations: Design integration flows to ensure that repeated requests do not create duplicate records or unintended side effects, especially for Kashflow invoice creation or Salesforce updates, enhancing reliability.

Master Data Management (MDM) Principles: Apply MDM concepts within the iPaaS to establish a 'golden record' for key entities like Customer/Account, resolving conflicts and ensuring data quality.

Data Touchpoints

Salesforce Instance: Source/target for CRM data (Accounts, Contacts, Opportunities, Orders, Products, Payments).
Kashflow Instance: Source/target for accounting data (Customers, Sales Invoices, Purchase Invoices, Payments, Products, Bank Transactions).
iPaaS Platform: The central orchestration engine, hosting pre-built connectors, integration flows, visual data mappings, business logic, and comprehensive monitoring tools.
iPaaS Connectors: Optimized, reusable connectors for Salesforce and Kashflow, abstracting API complexities and handling authentication.
Transformation Engine: Within the iPaaS, handles data mapping, enrichment, validation, and data type conversions.
Event Bus/Queue: Manages event-driven triggers (Salesforce Platform Events, webhooks) and asynchronous processing within the iPaaS for high-volume, real-time data flows.
Monitoring & Alerting: Integrated dashboards and notification systems for real-time operational visibility and proactive issue management.

"The architecture typically features Salesforce and Kashflow as independent endpoints, with the iPaaS residing in the cloud, acting as the central integration broker. Pre-built connectors for each system handle API communication securely. Data flows through the iPaaS, undergoing transformation, validation, and intelligent routing. External systems like payment gateways or eCommerce platforms might also connect to the iPaaS, feeding data into Kashflow or Salesforce to enrich the ecosystem."

Pricing

Simple, transparent pricing for Kashflow + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Kashflow

Integrating Kashflow fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Customer / Account & Contact

Synchronizes customer records to ensure a unified view across sales and finance, preventing data silos and duplicate entries.

Kashflow Fields

CustomerID (Kashflow ID) Name ContactName Email Address1 Postcode Telephone AccountReference

Salesforce Fields

Account.Name Account.BillingAddress Account.ShippingAddress Account.Phone Contact.FirstName Contact.LastName Contact.Email Contact.Phone Account.ExternalID_c Contact.ExternalID_c

Mapping Notes

Kashflow's 'Customer' entity typically maps to Salesforce's 'Account' for company details and 'Contact' for individual contacts. Kashflow's 'AccountReference' should map to a custom 'ExternalID_c' field on Salesforce Account/Contact for unique identification and efficient upsert operations. Address fields require careful parsing and mapping for consistency.

Next Steps

See Kashflow + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Automated Opportunity-to-Invoice Generation

When a Salesforce Opportunity reaches a 'Closed Won' stage, automatically create a Sales Invoice in Kashflow, complete with customer details and line items, accelerating the billing process.

Integration Steps:

  1. 0 Salesforce Opportunity status changes to 'Closed Won'.
  2. 1 iPaaS detects the event via Salesforce Platform Events or Change Data Capture (CDC).
  3. 2 iPaaS extracts Opportunity details, related Account, Contact, and Opportunity Line Items.
  4. 3 iPaaS checks for existing Kashflow Customer; if not found, creates a new one from Salesforce Account/Contact.
  5. 4 Kashflow Sales Invoice is automatically generated with corresponding line items.
  6. 5 Invoice status or ID is updated back in Salesforce (e.g., on the Order or Opportunity object) for sales team visibility.

Business Outcome

Faster invoicing, improved cash flow, reduced manual data entry for finance, accurate revenue recognition, and streamlined order-to-cash cycle.

Frequency

Real-time (event-driven)

Implementation Timeline

Go live with Kashflow + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Kashflow and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Kashflow + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PUT /v2/customers Manage customer records for sales invoices and contact management.
GET, POST, PUT /v2/invoices Create, retrieve, and update sales invoices for billing and revenue tracking.
GET, POST /v2/payments Record payments received against invoices or other transactions.
GET, POST, PUT /v2/products Manage products and services, including pricing and inventory (if applicable).
GET /v2/bankaccounts Retrieve bank account details for reconciliation and transaction posting.

⚡ Transformation Logic

  • Data Type Conversion: Convert Salesforce date formats to Kashflow's required format (e.g., MM/DD/YYYY to YYYY-MM-DD), or numerical string to decimal.
  • Field Concatenation/Splitting: Combine Salesforce FirstName and LastName into Kashflow's ContactName. Split Salesforce address fields into Kashflow's Address1, Postcode, etc.
  • Lookup & Enrichment: Look up Kashflow Customer ID based on Salesforce Account External ID. Enrich Salesforce records with Kashflow Invoice Status or payment details.
  • Conditional Logic: Apply tax rates based on customer location or product type. Only create invoices in Kashflow if Salesforce Opportunity Stage is 'Closed Won' and amount is greater than zero.
  • Default Values: Assign default GL accounts, payment methods, or invoice prefixes if not specified in the source system.
Pricing

Simple, transparent pricing for Kashflow + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General FAQs

▸ What is the best way to integrate Kashflow with Salesforce?
The most effective way is through a modern iPaaS (Integration Platform as a Service). It provides pre-built, optimized connectors for both Kashflow and Salesforce, enabling real-time, event-driven synchronization of customers, invoices, payments, and sales data without extensive custom code. This approach offers scalability, robust error handling, and low-code development for faster deployment.

Technical FAQs

▸ Which Kashflow and Salesforce entities are commonly integrated?
Commonly integrated entities include Kashflow Customers and Sales Invoices, which map directly to Salesforce Accounts, Contacts, Opportunities, and Orders. Payments recorded in Kashflow are often synced to a custom Payment object or updated on the Order/Opportunity status in Salesforce. Product/Service catalogs are also frequently synchronized to ensure consistency across sales and finance.
▸ How does an iPaaS handle API rate limits for Kashflow and Salesforce?
An iPaaS intelligently manages API rate limits for both systems by queueing requests, implementing exponential backoff for retries, and utilizing batching mechanisms (like Salesforce Bulk API 2.0 or Composite API) for high-volume operations. This prevents your integrations from hitting limits, ensures continuous data flow, and maintains system stability.

Use Cases FAQs

▸ Can I automate invoice creation in Kashflow from Salesforce Opportunities?
Absolutely. This is a primary and high-value use case. When a Salesforce Opportunity reaches a 'Closed Won' stage, an iPaaS can automatically trigger the creation of a Sales Invoice in Kashflow, pulling all relevant customer and line item details directly from Salesforce. This significantly speeds up the billing cycle and reduces manual errors.
▸ Can I automate bank reconciliation with Kashflow through Salesforce integration?
While direct bank reconciliation is primarily a Kashflow function, integrating payments from Salesforce to Kashflow (e.g., updating invoice status upon payment) significantly streamlines the overall reconciliation process by ensuring Kashflow has accurate, timely payment records to match against bank feeds. AI can further assist in categorizing and matching complex bank transactions in Kashflow.

AI FAQs

▸ How does AI enhance my Kashflow-Salesforce integration workflows?
AI can significantly augment these workflows by providing intelligent data extraction from documents (e.g., expense receipts), suggesting optimal field mappings, detecting anomalies in data flows, automating data validation, and even proposing resolutions for common integration errors. This reduces manual effort, improves data quality, and accelerates problem-solving.

Customization FAQs

▸ Is it possible to sync custom fields between Kashflow and Salesforce?
Yes, a robust iPaaS solution allows for seamless mapping and synchronization of custom fields in both Kashflow and Salesforce. You can define specific transformation rules for these custom fields to ensure data consistency and integrity, extending the standard integration to fit your unique business requirements.

Security FAQs

▸ What security considerations are important for Kashflow-Salesforce integration?
Key security considerations include using OAuth 2.0 for secure API authentication, enforcing HTTPS/TLS encryption for all data in transit, storing API credentials securely in an encrypted vault, adhering to the principle of least privilege for integration users, and ensuring compliance with data protection regulations like GDPR and PCI DSS (if handling payment data).
Implementation Timeline

Go live with Kashflow + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Kashflow and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Kashflow + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Kashflow + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Kashflow + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo