ntegrating your Soffront CRM with the Pacific Solution POS system enables seamless synchronization of customer and sales data, improving operational efficiency and data accuracy. Follow these detailed steps to properly configure the POS integration:
Step 1: Navigate to the POS Integration Page
- go to Settings.
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Under the Integrations section in the sidebar, select Accounting/POS Integration.
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Click on the POS Integration option to open the setup interface.
Step 2: Select Pacific Solution as Your POS Provider
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Within the POS Integration setup page, you will find a dropdown menu labeled Integrate With.
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Click the dropdown and select Pacific Solutions from the list of available POS providers.
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This action will load the specific configuration fields required for Pacific Solution.
Step 3: Enter Your Pacific Solution Credentials
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You will be prompted to provide your Host URL, Username, and Password credentials.
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The Host URL is the endpoint URL for your Pacific Solution instance (e.g., https://yourcompany.pacsol.cloud).
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The Username is typically an API user or service account that has access to the POS system.
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The Password should be the secret key or password associated with the username.
- After entering the required credentials, click the Save button to store the configuration.
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Step 4: Map CRM Fields to Pacific Solution Customer Fields
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Below the credentials section, you will find a Map Fields interface.
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This allows you to map your CRM’s Contact Fields (like Full Name, Mobile, Email, Address) to their corresponding fields in Pacific Solution.
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Proper field mapping ensures data is correctly synchronized between Soffront and your POS.
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Review and adjust the mappings as needed to match your business data model.
To push accounts to POS, you have three options:
1. Automatic Push on Account Creation via Workflow
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Setup:
First, create an Opportunity Workflow in Soffront CRM. -
Push to POS Action:
Attach the “Push to POS” action to a specific workflow stage—most commonly the first stage (e.g., Lead).
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How It Works:
When you add a new account and assign it to this workflow, the system detects that the current stage includes the Push to POS action. -
Result:
Immediately upon creation and stage assignment, the account’s data is automatically sent to the Pacific Solution POS system without any manual intervention.
2. Changing Workflow to Trigger Push to POS
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Scenario:
Suppose an account is initially created in a workflow that does not have the Push to POS action. -
Solution:
You can manually change the account’s workflow to one that does include a stage with the Push to POS action. -
Mechanism:
Upon changing the workflow, if the account moves into a stage with the Push to POS action—especially the first stage—the system pushes the account data to the POS.
3. Advancing Account Stage to Trigger Push to POS
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Scenario:
The Push to POS action may be set on a later stage within the same workflow, not the first stage. -
How to Trigger:
After the account is created and possibly pushed to the initial stages, you can move or promote the account to the specific stage where Push to POS is configured. -
Effect:
When the account enters that particular stage, Soffront detects the Push to POS action and sends the account data to Pacific Solution POS.
Summary
By leveraging these three methods—automatic push on initial creation, workflow changes, and stage advancement—you have granular control over when and how accounts are synchronized to Pacific Solution POS. This flexibility accommodates varied sales cycles and business rules, ensuring accurate and timely data flow between Soffront CRM and your POS system.