Integrate with Access Dimensions

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Integrate your Access Dimensions finance package with Gold-Vision and create a full picture of your customers’ accounts data across your business. Quote and sales order information becomes available in one central place without manual re-typing or copying data.

How it works..

  • Link your Access Dimensions customers and suppliers with Gold-Vision accounts. Updates made in Access Dimensions will be pushed through to CRM. New customers created in Gold-Vision can be automatically set up in your accounting package.

  • Add Access Dimensions products to your quotes in Gold-Vision. Once your sales team close-wins their quotes, the integration can automatically create Access Dimensions sales orders.

  • Gold-Vision products can be created from Access Dimensions approved products. The integration makes sure to update them in CRM.

  • Control this integration by scheduling or timing your synchronisation between both tools.

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