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3.1. Overview
Contact us for more information regarding eCert Integration. Please note a setup charge may apply.
eCert Integration allows you to view documents created via eCert that are waiting in their API "queue". The queue will return the next batch of documents to process. Using the ID values between RubiCRM and eCert to match your client records, documents can be imported directly to the client record in RubiCRM.
Items can then be assigned an applicable member/non-member rate as well as automatically assigning an Accounts Status (e.g. To Invoice) making the items eligible for invoicing.
The eCert integration page will allow you to Initiate Check which will retain the values in the queue while you check the values being calculated in RubiCRM regarding pricing, export doc type, destination etc.
Once you are happy all information is being calculated correctly, use the Initiate Import button to import the items to RubiCRM and clear them from the eCert queue. Repeat the process until all items in the queue have been actioned in RubiCRM.
The checking and importing of data from the eCert queue can be completed as often as required for your own organisation.