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Zigaflow Integration
Zynk's Zigaflow integration links Zigaflow's quoting and job management with the ERP or accounting system that holds your product catalogue. Products and prices import into Zigaflow, so quotes use current data, and quotations export back out to become sales orders or quotes in the ERP. It suits B2B suppliers and installers on Sage 200, Sage 50 or Business Central.
Capabilities may differ depending on the product.
Benefits
Why businesses connect Zigaflow
Quotes built on current prices
Product records, including prices, import into Zigaflow from the system that owns them. Sales staff quote from the catalogue finance maintains, so a price change made in the ERP reaches the next quote without anyone editing Zigaflow.
Won work straight into the ERP
Quotations export from Zigaflow and can be created as sales orders or sales quotes in your ERP. Operations and finance start from the figures the customer agreed to, not a retyped copy of them.
Margins worked out on real costs
Zigaflow shows the margin on each quote line, but that figure is only as good as the prices behind it. Importing products from the ERP means margins are calculated on the costs and prices finance actually holds.
One product list, not two
New products and changes to existing ones are made once in the ERP and copied to Zigaflow, so the two catalogues stop drifting apart as your range grows and supplier prices change.
Shorter path from quote to order
Removing the rekeying step between an accepted quote and a sales order shortens the time before work can be scheduled, materials ordered from suppliers and the customer invoiced.
Capabilities
What you can do with Zigaflow
Every task the Zynk Zigaflow connector can run, grouped by the direction data moves.
Import into Zigaflow
Data Zynk writes into Zigaflow
1 task
- Products → into Zigaflow
Export out of Zigaflow
Data Zynk reads out of Zigaflow
1 task
- Quotations → out of Zigaflow
Need something that isn't listed?
Most Zigaflow projects include at least one custom step. Our team builds it for you.
The problem
Why integrate Zigaflow?
Zigaflow makes it quick to put a professional quote in front of a customer. But if its product list is maintained by hand, prices fall behind the ERP, and once a quote is won someone has to key it into the accounts system as an order. Both steps take time and both introduce errors.
Without integration
- Product prices updated in the ERP and forgotten in Zigaflow
- Quotes built on last quarter's costs, quietly eroding margin
- Accepted quotes rekeyed as sales orders by the office team
- Two product catalogues maintained by different teams
With Zynk
- Products and prices import into Zigaflow from the ERP
- Quotes priced from the same data finance uses
- Quotations export to the ERP as orders or quotes
- One catalogue, owned by the ERP and copied to Zigaflow
How it works
How the Zigaflow integration works
Step 1: Connect both systems
Zynk connects to your Zigaflow account and to Sage, Business Central or another ERP, and agrees with you which system is the master for products and prices.
Step 2: Match the catalogue
Product codes, descriptions, prices and customer accounts are matched, so a quotation line in Zigaflow maps to the right stock item and the right customer account in the ERP.
Step 3: Choose what moves
Workflow rules decide which quotations move, for example only those a customer has accepted, and whether each one becomes a sales order or a sales quote in the ERP.
Step 4: Schedule and monitor
Product updates typically run overnight or a few times a day, with quotation exports more often. Anything that fails to import is reported, so it can be corrected and sent again.
Integrations
What can you connect to Zigaflow?
Zigaflow and Sage 200
Import Sage 200 stock items and prices into Zigaflow, and create Sage 200 sales orders from the quotations your customers accept.
Zigaflow and Microsoft Dynamics 365 Business Central
Bring Business Central items into Zigaflow for quoting, and send finished quotations to Business Central as sales quotes, ready for your team to convert to orders.
View the Microsoft Dynamics 365 Business Central integration →
Zigaflow and Sage 50 UK
Keep Zigaflow's product list in line with Sage 50 stock records, and turn accepted quotations into Sage 50 sales orders without retyping a line.
Zigaflow and Sage Intacct
Import Sage Intacct items into Zigaflow and create Intacct sales orders from quotations, for businesses whose order processing runs in Intacct.
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Read more →Zigaflow integration FAQs
Can Zigaflow quotations become Sage 200 sales orders?
Does Zigaflow connect to Microsoft Dynamics 365 Business Central?
Zigaflow already links to Xero. Why use Zynk?
What data does the Zigaflow connector handle?
Can product price changes reach Zigaflow automatically?
Is Sage 50 supported alongside Zigaflow?
How quickly can a Zigaflow integration be live?
See what Zynk can automate for your Zigaflow setup
Book a 20-minute call. We'll review your systems, flag the quick wins and outline a practical route to going live.
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