The power of cloud integration for business IT systems

Before cloud computing existed, data used to reside in individual stores, on different computers, and sometimes within very different ecosystems. Users would have a record for a client in accounting, another in the order entry system, and another in a database of leads. Even emails were hosted on individual machines with only a local access point. To make matters even more complicated, none of these systems would automatically synchronize or intercommunicate; it was a virtual mess!

Thankfully many business systems today operate in the cloud allowing users to, for example, pull emails from a customer relationship management (CRM) system (like Copper) and with a single click, dial a contact via RingCentral which logs the interaction for productivity reporting and follow ups. Since data now has the ability to flow freely between software, it doesn't make sense for it to live in individual stores any longer. Think of software integration like bridges in a city, allowing traffic to flow freely from one place to another.

Our team at Interlock IT advocates a simplified workflow which eases integration between all of your business systems – phone, email, and software. For instance, allowing calls to be logged in your CRM both in and out of the office, and emails automatically synced to client records in your CRM and accounting software. Our skilled team can perform custom integrations with many other solutions that we may not necessarily resell. Our use of Google App Engine instead of hosted servers and the pervasiveness of modern Open API's with cloud software means integrations are low cost, secure, reliable, and near realtime. Gone are the error prone days of file exports to hard drives and batch import processes that frequently failed due to data structure changes. Modern API's flow through the software business logic layer to prevent issues like posting unbalanced accounting entries. Database or file level integration methods of the past often required duplication of this critical error checking logic and would fall behind as the core software business logic changed.

To illustrate an example of cloud integration, we use Hubdoc to automatically push our monthly phone bill to Xero which codes it to the correct expense account. It attaches the pdf image of the invoice and also saves a copy to our Google Drive where we can take advantage of the world's best search engine to instantly find it again. Enabling auto-pay with our provider allows us to simply let Xero's automatic downloading of bank transactions find the matching payment and mark it as paid. There is zero traditional human data entry required, which in return allows us to use that time towards more important tasks like following up with our customers.

Unfortunately many businesses still use obsolete (non-cloud) IT software that is inherently inefficient and expensive. Even custom integrations of legacy software is generally designed hastily to fill a need but isn't a permanent fix. This usually involves data that is only accessible from one computer and often by only one user at a time, not remotely and collaboratively. In the era of cloud computing, these sort of 'patch-ups' aren't necessary. Cloud computing has opened the doors for powerful software integrations that yield far superior results when it comes to productivity and efficiency. If there's a cloud application that your business needs to integrate, our team is ready to design and deploy it. Contact us today to find out more about how you can unify your workflow and improve your business IT system!

Cliniko to Xero Integration

The Cloud! It's the much needed, efficient, and cost-effective upgrade to your obsolete IT infrastructure. If you're a business that understands the importance of having a solid IT system, you'll definitely appreciate the wonders and advantages of cloud-computing. At Interlock IT we pride ourselves in promoting cloud solutions and even cater to our customers need's for custom integrated solutions. You can think of us as a marriage counselor for your cloud products that need more out of their relationship.

Having a professional accountant (CPA, CMA) as our founder, it's only natural for our team to delve into cloud-based accounting software. Xero, for example, is an accounting software that helps you see your cash flow in real-time, has online accounting, banking, and payroll features.

We think Xero is a superior solution to Quickbooks and Quickbooks Online. Xero's massive growth, adding over 242,000 subscribers over the last year, speaks for itself. As of March 2016 Xero has 717,000 subscribers worldwide. You can learn more about Xero on their website.

Cliniko is another web-based product used by thousands of healthcare practitioners in more than 55 countries worldwide. Cliniko helps manage your schedule, treatment notes, invoices, payments, and much more. It works great for solo practitioners, large teams, and anything in between. You can learn more about Cliniko on their website.

Cliniko and Xero; it's a good combination and Cliniko even offers it's own step-by-step integration guide to Xero. However, the integration falls short in a number of areas. We (Interlock IT) can make up for that! For example, the Cliniko provided integration to Xero Accounting can only map one Cliniko instance to one Xero Accounting organization. It also does not support Xero Tracking Categories for splitting revenue and costs by Cliniko location or business within a Xero organization. We support both situations. We’re flexible and happy to discuss sharing the software development costs of meeting other unique needs such as batching payments by day.

Be sure to contact us! Our team of experts is here to make sure you get the most out of your solutions because we understand it's so much easier when everything is connected!

Xero integrates Google mail - A Potent Mix

If you are a small-medium business owner, it's often difficult to get a clear picture of where you stand with a particular customer. Our favourite tool to keep track of this is Xero. With over half a million global subscribers and counting, Xero provides online accounting, bank reconciliation, invoicing services, and integrates with a wide range of powerful software solutions and add-ons. Now, with the integration of Google's Gmail, it's more powerful than ever.

Just before the end of 2015 Xero pushed their final major update of the year: Contacts were updated and Google's Gmail service was integrated into the contacts screens. Essentially, this gives Xero users complete visibility of the business they've done with their customers or suppliers, making it much easier to make decisions and develop opportunities. This vital update makes Contacts a hub for customer communication and demonstrates how cloud accounting has opened the doors of opportunity for innovation and efficiency.

Features in this update enable you to:

• Connect your Gmail account to view emails with contacts directly in Xero. This saves emails to a contacts activity tab, adds email to a new invoice, quote, or bill, and allows you to download attachments to the contact record.
• View emails between you and your customers in real time.
• View emails from the email account that you've connected to Xero while they remain invisible to other users in your organization.
• Share an email with other users in your organization by simply adding it to the contact's activity tab

You can see here email messages have been pulled from Blair's account using the contact's email address or emails including the words "GotoMeeting.com"

Connecting Xero to your Google account is simple, here's how:

1. From the Contacts menu, select All Contacts.
2. Select a contact.
3. Under the bar graph, click Email, then click Connect to Gmail.
   
4. Sign in to your Google account.
5. On the permissions screen, select Allow.

You can find further details on Xero's Business Help Centre page and Xero's blog.

If you're already using Google apps and are looking for a great accounting solution to bridge the gap between you and your customers, Xero with Gmail is a robust and ideal solution. We at InterlockIT are proud Xero and Google Apps advocates and are more than happy to help make your business's IT solutions a breeze. Be sure to contact us to learn how we can assist you.

Customer case study: Google Apps and Xero work together to drive efficiency

At InterlockIT.com, we're Google Apps Resellers with a CPA on staff who noticed that there was a distinct lack of integration between accounting software (specifically Xero) and the wonderful collaborative features built in to Google Spreadsheets. We wondered if there was a way to maybe get the two to work together...

We built our powerful Xero reporting engine called Blink Reports to give users a faster and easier way to produce financial spreadsheets and reports from their accounting data. What we've learned along the way is that we can do so much more with the new Google Spreadsheets and Xero than we ever imagined was possible.

TargetCW is a leading provider of contingent workforce services across the US and overseas. Their corporate Kaizen philosophy of continuous improvement applies to their accounting and financial processes too. Xero recommended that Ryan Anning at TargetCW test out our Blink Reports for Xero reporting engine to overcome the limited number of columns that are normally shown on the profit and loss statement. Ryan's goal was to produce a revenue and cost analysis by worker which requires a report with more than a few hundred columns! It turned out that his need was so unique that initially our Blink Reports engine would produce an error due to waiting too long to receive the data from Xero.

On a standard profit/loss report, it's unlikely that you'd need such a wide spreadsheet, and indeed Google Sheets has traditionally had a 256 column limit. Thankfully, with the new version of Google Sheets (now the default), this limit and a number of others no longer exist. Need to generate a huge 100% cloud-based spreadsheet, with up to 2 million cells and the share it securely in real time with others? Not a problem. Google Sheets will do it for you right from within your web browser.

The technical side of how we fixed Ryan's challenge is quite clever, but we won't go into too much detail here. Mainly, we're using Google App Engine to handle all the hard work between the user's Google Spreadsheet and their Xero accounting data. Due to the flexibility of Google App Engine we were able to adapt our code, test it live without impacting existing Blink Reports users, and then make it the production version with zero downtime.

The solution means that Ryan can now generate large reports like the one you see below (click to enlarge). Note the columns stretch all the way to KJ—representing nearly double the original column limit—and it will continue growing as needed.

Xero's built-in reporting engine has good functionality, but when you need to analyze the data in a spreadsheet you're forced to export the report to Excel or Google Sheets format. This leads to static financial data that becomes quickly out of date. To put it bluntly, Xero simply cannot generate reports to rival what we can do on the Google Cloud Platform with Google Sheets.

With Google Spreadsheets and Blink Reports, all of a sudden you can review this month's revenue and expenses by worker, then change two date fields and see a different month (or even year) for comparison.

Offloading the pain of financial reporting to Blink Reports from Interlockit.com means that Ryan at TargetCW can now work more quickly through his finances and focus on the things that matter: generating business instead of generating spreadsheets.

ArrayFormula, Match and Offset in Google Spreadsheets

This is a repost of our contribution to the Google Gooru website that provides Tips, Tricks, and Tools for Gmail & Google Apps.

The arrayformula in Google Spreadsheets has a number of great different use cases. This video pairs the arrayformula with Match and Offset to pull in a constantly updating range of data in one sheet to create a chart in another sheet.

The advantage of using the arrayformula in conjunction with Match and Offset is it allows you to constantly add rows to your selected range, so you never have to worry about updating the formula. This would work great, for example, if you were pulling from the responses from a Google Form and wanted to consolidate them into a chart.

This video also happens to use our recently released Blink Reports Add-on for Xero Accounting!