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Kashflow & Syspro Integration: Unify Your Finance and ERP Operations

Achieve Real-time Financial Visibility & Automated Workflows with Intelligent iPaaS Connectivity

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The Challenge

The Challenge of Disconnected Finance and ERP Systems

Running a business with Kashflow for accounting and Syspro for ERP means managing two powerful but often isolated systems. This disconnect leads to a host of operational inefficiencies, data discrepancies, and delayed insights that hinder growth and productivity.

  • Data Silos: Critical financial data in Kashflow is separate from operational data in Syspro, creating a fragmented view of your business.
  • Manual Data Entry: Re-keying sales orders, invoices, payments, and customer details between systems is time-consuming, error-prone, and resource-intensive.
  • Delayed Reporting: Financial reports in Kashflow don't reflect real-time operational changes in Syspro, impacting decision-making and cash flow forecasting.
  • Operational Bottlenecks: Inefficient handoffs between sales, fulfillment (Syspro), and accounting (Kashflow) slow down order processing and customer service.
  • Reconciliation Headaches: Matching payments, invoices, and bank transactions across systems becomes a complex, manual task, prone to errors and audit risks.
Integration Diagram
Solution Illustration
The Solution

The Intelligent Solution: Kashflow & Syspro Integration with iPaaS

Our Integration Platform as a Service (iPaaS) provides the intelligent, low-code solution to seamlessly connect Kashflow and Syspro. By automating data flow and orchestrating complex workflows, we transform your financial and operational processes, delivering real-time accuracy and efficiency.

  • Real-time Data Synchronization: Keep customer, sales order, invoice, payment, and inventory data consistent across Kashflow and Syspro.
  • Automated Workflow Orchestration: Design and automate end-to-end business processes, from order placement to invoice generation and payment reconciliation.
  • Bi-directional Data Flow: Ensure updates in one system are immediately reflected in the other, maintaining a single source of truth.
  • AI-Powered Data Handling: Leverage AI for intelligent mapping, validation, anomaly detection, and error resolution, minimizing manual intervention.
  • Robust Error Handling & Monitoring: Proactive identification and resolution of integration issues with detailed logging, alerts, and retry mechanisms.
Implementation Timeline

Go live with Kashflow + Syspro 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 Syspro, 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 + Syspro deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Real-time Data Synchronization: Keep customer, sales order, invoice, payment, and inventory data consistent across Kashflow and Syspro.
  • Automated Workflow Orchestration: Design and automate end-to-end business processes, from order placement to invoice generation and payment reconciliation.
  • Bi-directional Data Flow: Ensure updates in one system are immediately reflected in the other, maintaining a single source of truth.
  • AI-Powered Data Handling: Leverage AI for intelligent mapping, validation, anomaly detection, and error resolution, minimizing manual intervention.
  • Robust Error Handling & Monitoring: Proactive identification and resolution of integration issues with detailed logging, alerts, and retry mechanisms.

Deep Dive into Kashflow & Syspro Connectivity: Architecture and Flow

Our integration strategy leverages the best-in-class API capabilities of both Kashflow and Syspro, orchestrated by a robust iPaaS platform. This ensures a flexible, scalable, and secure data exchange mechanism for all your critical business processes.

Data Flow Steps

System A (Kashflow) API: Accesses Kashflow's `/v2/customers`, `/v2/invoices`, `/v2/payments`, and `/v2/products` endpoints using OAuth 2.0 for secure authentication.

System B (Syspro) Harmony API: Interacts with Syspro's `/api/harmony/2.0/SalesOrder`, `/api/harmony/2.0/Inventory/Query`, `/api/harmony/2.0/Customer`, and `/api/harmony/2.0/AccountsReceivable/Payment` endpoints, also utilizing modern API Keys or OAuth 2.0.

iPaaS Connectors: Dedicated, optimized connectors for Kashflow and Syspro handle API authentication, request/response formatting, and error handling.

Event Listener/Scheduler: The iPaaS continuously monitors for defined events (e.g., new Syspro Sales Order, Kashflow Payment) or executes scheduled syncs.

Data Transformation Engine: A powerful engine within the iPaaS maps fields, applies business logic, and transforms data schemas between the two systems.

Workflow Orchestrator: Manages the sequence of operations, conditional logic, and error recovery steps for end-to-end process automation.

Monitoring & Alerting: Centralized dashboards provide real-time visibility into integration health, API usage, and data flow status, with automated alerts for anomalies.

Data Touchpoints

Kashflow: Customer, Supplier, Sales Invoice, Purchase Invoice, Payment, Bank Transaction, Product/Service, Journal Entry, Tax Rate
Syspro: Sales Order, Inventory Item, Customer, Purchase Order, Vendor, Invoice (AR), General Ledger Account, Work Order, Shipment

"A high-level architectural diagram would show Kashflow and Syspro as distinct systems, with the iPaaS positioned centrally as the 'integration fabric'. Data flows from source systems (e.g., eCommerce) into the iPaaS, then to Syspro (e.g., Sales Order), and subsequently to Kashflow (e.g., Sales Invoice), with bi-directional syncs for entities like Customer. Each arrow represents an API call or event trigger, mediated by the iPaaS's transformation and orchestration layers."

Pricing

Simple, transparent pricing for Kashflow + Syspro.

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

Core Entities and Intelligent Data Mapping

Understanding how key business entities map between Kashflow and Syspro is fundamental to a successful integration. Our iPaaS provides robust tools and AI assistance to ensure accurate and consistent data flow for these critical entities.

Customer

Represents the client or organization interacting with your business. Vital for sales, billing, and accounts receivable.

Kashflow Fields

CustomerID Name ContactName Email Address1 Postcode Telephone AccountReference

Syspro Fields

CustomerCode CustomerName Address (BillTo, ShipTo) ContactPerson CreditLimit TermsCode TaxReference

Mapping Notes

Syspro's `CustomerCode` is usually the master identifier, mapping to Kashflow's `AccountReference`. Key fields like `Name`, `Email`, and `Address` must be harmonized. `CreditLimit` and `TermsCode` typically flow from Syspro to Kashflow for reference, but Kashflow doesn't natively manage credit limits.

Next Steps

See Kashflow + Syspro 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.

eCommerce Order to Syspro Sales Order & Kashflow Invoice Automation

When an order is placed on your eCommerce platform, it automatically creates a Sales Order in Syspro for fulfillment and then generates a corresponding Sales Invoice in Kashflow upon shipment.

Integration Steps:

  1. 0 Step 1: New Order Event: Customer places an order on eCommerce platform (e.g., Shopify).
  2. 1 Step 2: Syspro Sales Order Creation: iPaaS captures the order, validates data, checks Syspro inventory via `/api/harmony/2.0/Inventory/Query`, and creates a Sales Order in Syspro using `/api/harmony/2.0/SalesOrder`.
  3. 2 Step 3: Inventory Allocation: Syspro allocates inventory for the order.
  4. 3 Step 4: Shipment Confirmation: Once the order is shipped from Syspro, an event triggers in the iPaaS.
  5. 4 Step 5: Kashflow Sales Invoice Creation: iPaaS uses the Syspro shipment data to create a Sales Invoice in Kashflow via `/v2/invoices`, linking it to the relevant Customer record (created/updated using `/v2/customers`).
  6. 5 Step 6: Status Update: eCommerce platform is updated with order status and tracking information.

Business Outcome

Accelerated order fulfillment, real-time inventory synchronization, accurate and timely invoicing, and improved customer satisfaction.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Real-time Financial Visibility
Gain an immediate, accurate view of your financial health in Kashflow, driven by real-time operational data from Syspro, including sales orders, inventory movements, and customer payments.
Automated Order-to-Cash Cycle
Streamline the entire process from order creation in Syspro to invoice generation in Kashflow and payment reconciliation, reducing manual effort and accelerating cash flow.
Enhanced Data Accuracy & Consistency
Eliminate manual data entry errors and ensure customer, product, and financial data are consistent and up-to-date across both Kashflow and Syspro.
Optimized Inventory Management
Keep Kashflow's product records synchronized with Syspro's master inventory, ensuring accurate stock levels for invoicing and preventing overselling.
Faster Payment Reconciliation
Automatically post and reconcile payments from various sources against invoices in Kashflow, significantly reducing the time and effort spent on AR management.
Reduced Operational Costs
Minimize labor costs associated with manual data entry, reconciliation, and error correction, allowing your teams to focus on higher-value activities.
Scalable & Future-Proof Operations
Build a flexible integration foundation that can easily adapt to evolving business needs, new system requirements, and increased data volumes without custom code.
✨

Real-time Financial Visibility

30% Faster Financial Close

📋 What You Get

Gain an immediate, accurate view of your financial health in Kashflow, driven by real-time operational data from Syspro, including sales orders, inventory movements, and customer payments.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Financial Close, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Kashflow + Syspro 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 Syspro, 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 + Syspro 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/purchaseinvoices Manage purchase invoices for expense tracking and supplier payments.
GET, POST, PUT /v2/products Manage products and services, including pricing and inventory (if applicable).
POST /v2/journals Create manual journal entries for accounting adjustments.

⚡ Transformation Logic

  • Field Renaming: `Syspro.Customer.CustomerName` -> `Kashflow.Customer.Name`.
  • Data Type Conversion: String dates from Syspro to Kashflow's expected date format.
  • Lookup & Enrichment: Use Syspro's `StockCode` to lookup Kashflow's `ProductID` and retrieve `SalesPrice` if not included in the initial payload.
  • Conditional Mapping: If `Syspro.SalesOrder.TaxCode` is 'VAT_STANDARD', map to Kashflow's corresponding `TaxRateID`.
  • Aggregation/Splitting: Combine multiple Syspro address lines into Kashflow's single `Address1` field, or split a single field into multiple.

🛡️ Error Handling

  • Syspro `SalesOrder` creation fails due to invalid `StockCode` (data validation error).
  • Kashflow `SalesInvoice` creation fails because `CustomerID` does not exist (pre-validation should catch this).
  • Payment gateway webhook fails to reach iPaaS (retry/re-send mechanism needed).
  • Temporary network outage preventing communication with Kashflow API (exponential backoff retry).
Pricing

Simple, transparent pricing for Kashflow + Syspro.

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 primary benefit of integrating Kashflow with Syspro?
The primary benefit is achieving real-time financial visibility and automating core business processes across accounting and ERP. This eliminates manual data entry, reduces errors, accelerates workflows like order-to-cash, and provides a unified, accurate view of your business performance.

Technical FAQs

▸ How does your iPaaS handle data mapping between Kashflow and Syspro?
Our iPaaS features a visual, drag-and-drop mapping canvas. You can easily connect fields between Kashflow and Syspro entities. It's enhanced with AI-powered suggestions for field mappings and complex transformations, accelerating development and ensuring data consistency.
▸ What kind of error handling and monitoring is in place for the integration?
Our iPaaS provides robust error handling with detailed logging of all API interactions, automated retries with exponential backoff for transient errors, and configurable alerts for critical failures. Centralized dashboards offer real-time monitoring of integration health, API usage, and data flow status, enabling proactive issue resolution.

Workflows FAQs

▸ Can I automate the creation of Sales Invoices in Kashflow from Syspro Sales Orders?
Absolutely. This is a core use case. When a Sales Order is created or its status updated (e.g., 'Shipped') in Syspro, our iPaaS can automatically trigger the creation of a corresponding Sales Invoice in Kashflow, complete with line items, customer details, and tax information.

Entities FAQs

▸ How does the integration handle inventory synchronization between Syspro and Kashflow?
Syspro typically acts as the master for inventory. Our integration can synchronize `Inventory Item` details (like `StockCode`, `Description`, `SalesPrice`) from Syspro to Kashflow's `Product/Service` entity. Real-time `QuantityOnHand` updates from Syspro can also be pushed to Kashflow's `StockQuantity` if you utilize Kashflow's basic inventory features, ensuring accurate stock levels for invoicing.

Security FAQs

▸ Is the integration secure and compliant with regulations like GDPR?
Yes, security and compliance are paramount. We implement OAuth 2.0/API Key authentication, HTTPS/TLS encryption for data in transit, and data at rest encryption. Our platform adheres to industry standards like ISO 27001 and SOC 2 and provides features for PII handling, data masking, and audit trails to support GDPR and other regulatory compliance.

Low-Code FAQs

▸ Can business users create and manage these integrations without coding?
Absolutely. Our iPaaS is designed with low-code/no-code capabilities, featuring intuitive visual designers. This empowers business users, like finance or operations teams, to build, customize, and manage complex Kashflow-Syspro integration workflows and data mappings without needing deep technical coding expertise.

AI FAQs

▸ How does AI enhance the Kashflow-Syspro integration?
AI significantly enhances the integration by providing intelligent field mapping suggestions, automating data validation and cleaning, detecting anomalies in financial or operational data, and even suggesting or automatically resolving common integration errors. This reduces manual effort, improves data quality, and provides deeper insights.
Implementation Timeline

Go live with Kashflow + Syspro 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 Syspro, 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 + Syspro 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 + Syspro.

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 + Syspro 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