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DSatASBrS
Level 1
posted
‎February 23, 2023 08:55 AM
last updated ‎February 23, 2023 8:55 AM

Customer demographic data synchronization with external database

Hi all,

 

I am trying to figure out if we can sync data between QBO and our external data source via a single data point between the two being a Customer ID number.

 

When our members sign up, purchase products, or update their account details via the website, I would like it if QBO would pull through and update the new info via an API.  Monitoring and editing two datasets is time consuming. 

 

Is this possible? 

 

Thank you for any insight you can provide.

 

David

 

 

 

 

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5 Comments 5
Fiat Lux - ASIA
Level 15
‎February 23, 2023 09:34 AM

Customer demographic data synchronization with external database

What kind of business do you run? SaaS?

Which apps do you have for your members to signup, purchase products, or update their account detail?

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DSatASBrS
Level 1
‎February 23, 2023 09:54 AM

Customer demographic data synchronization with external database

Professional association with 3500+ members.

 

Everything is run through the website.  Payments processed via Braintree.  No external apps. 

 

Data is stored in SQL.  Basic demographic data and transaction data.  Nothing really unique or different. 

 

The problem lies in that we do thousands of low dollar amount membership and event transactions throughout the year.  I'm trying to figure out how to automate the work as much as possible.

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AlcaeusF
Moderator
Moderator
‎February 23, 2023 10:00 AM

Customer demographic data synchronization with external database

Hi @DSatASBrS,

 

It's great to see you dropping by here in the Community. I can help you get the support you need regarding sharing your website data with QuickBooks Online.

 

We have a separate forum called Intuit Developers, where you can find engineers who can share suggestions for API concerns. I can refer you to this department to help you further with app integrations. Check out this link: Intuit Developers Community.

 

Here you can get assistance with third-party app integrations, take part in software developments and innovate business tools for QuickBooks.

 

Also, did you know you can transfer app ownership or disconnect an app in QuickBooks Online? I have a link here you can visit to learn more about the process: Transfer app ownership or disconnect apps.

 

Keep in touch for any concerns you may have with syncing apps or using QuickBooks Online. We'll be here to help. The Community doors are always open for you. Have a nice day.

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Fiat Lux - ASIA
Level 15
‎February 23, 2023 05:34 PM

Customer demographic data synchronization with external database

@DSatASBrS 

Explore this app

https://www.make.com/en/register?pc=quickbooks

 

You can use this app to reconcile Braintree transactions into QBO

https://partnerstack.synder.com/quickbooks

 

Another app that you can explore to analyze your data from various sources

https://go.zoho.com/M5c

 

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AAgrawal121
Level 1
‎January 10, 2024 01:53 AM

Customer demographic data synchronization with external database

Hey @DSatASBrS 

We have built a tool to transform such reports as per requirement for further analysis. If you have a use case, we can get on a call and you can use our tool.

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