About the integration
When you integrate Simplicate with Nextens, Simplicate’s CRM data is synchronized with Nextens. This applies both to the creation of new clients and updating existing CRM data.
How do you set up the integration?
In Simplicate, you first need to select the "Accountancy" industry under Settings > Subscription (see image below).
Accountancy add-on
The Nextens integration is part of the accountancy add-on. This add-on can be activated in your environment upon request. There are costs associated with this, as listed on www.simplicate.nl/tarieven. You can also see what else is included in the accountancy add-on besides the Nextens integration.
For more information about the add-on or activating it, please send an email to [email protected].
Once the accountancy add-on is activated, go to Settings > Account > Add-ons and Integrations. You’ll now see Nextens listed here. Click on Nextens:
Click the green button ‘Start connection between Simplicate and Nextens’.
To establish the connection, you will need a Nextens token. You can find this token in your Nextens environment under Settings > Connections > Simplicate.
Copy the token and paste it into the respective field in Simplicate.
Click Save. The connection is now established.
Synchronize CRM-information
All companies and people with the checkbox ‘Synchronize with Nextens’ will be included in the synchronization.
Velden
Hieronder een overzicht van gegevens die in de koppeling worden meegenomen. Ook als je velden wijzigt (en daarna opslaat), worden de gegevens realtime gesynchroniseerd.
De gegevens in Simplicate zijn leidend en overschrijven gegevens in Nextens.
Velden die gesynchroniseerd worden zijn: (dikgedrukte velden zijn vereist om koppeling te laten werken):
Below is an overview of the data that will be included in the integration. Even if you change fields (and save them), the data will be synchronized in real-time. Data in Simplicate is authoritative and will overwrite data in Nextens.
The fields that are synchronized are as follows: (bold fields are required for the integration to work):
Person
First Name
Last Name
Prefix
Gender
Date of Birth
Email
City
Country
Postal Code
Street Name
House Number
House Number Extension
BSN
Company
Company Name
Visit Address
Street Name
House Number
City
Country
Postal Code
Mailing Address
Street Name
House Number
House Number Extension
City
Country
Postal Code
Phone
Email
KVK Number
IBAN Number
RSIN
VAT Number
Note:
Nextens does not recognize contact persons. Any data entered at this level within Simplicate will be ignored.
When the checkbox ‘Different mailing address’ is not checked on the company card, the visit address is sent as the mailing address to Nextens.
If the BSN number already exists in Nextens, the relationship will be automatically linked. This will overwrite the information in Nextens with the data from Simplicate.
If both Simplicate and Nextens have the same person, but only Simplicate has a BSN, a match will be made based on the exact name.
If the fiscal number (RSIN) is not filled in within Simplicate or cannot be found in Nextens, a match will be made based on the exact company name.
If no match is found, a new client will be created in Nextens.
If for any reason a synchronization fails, a message will be logged in the timeline explaining why it didn’t succeed. An email will also be sent to the logged-in user attempting the synchronization (the person who clicked Save). Additionally, the checkbox, e.g., ‘Synchronize with Nextens’, will be unchecked. Error messages shown come from Nextens.
There is validation on all tax numbers to check if the format is correct. If not, the data cannot be saved.
Mapping
For an accurate overview of the relationships linked to Nextens, you can use the mapping feature. Access this page via Settings > Add-ons and Integrations > Nextens > ‘Click here to open in a new tab’.
In the mapping, you can see which Simplicate relationships are linked to which Nextens relationships via a unique ID. In the field ‘Linked in Nextens to’, you can find the Nextens ID of the relationship. This field is editable. This allows you to manually link to another Nextens relationship by entering a different Nextens ID. After making any changes, you must click Save. The synchronization of the change will be processed immediately in Nextens.
We also offer the option to manually break the connection between relationships by unchecking the synchronization box. This checkbox can be found under CRM relation > Company Details / Personal Details.