Name your ERP or financial software!

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Name your ERP or financial software!

Sarah Booth posted 3 Years Ago

Hey friends!

Our team is considering new ERP options. We currently use Shelby Next Financials which was a sister product of Arena. Now that we are fully engaged with Rock, we'd like to see what others are using and how well it integrates.

So, do you mind answering these questions?

1) What is your ERP or financial system?
2) How successfully does it integrate with Rock? Examples?

3) Are you using AP and payment automation? Is it part of your ERP or a third party software?

Thanks for playing!! :)

Jeremy Hoff · Answer 1 · 2020-09-17T20:10-07:00

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Jeremy Hoff replied 3 Years Ago

Hi Sarah,

Welcome!

1) What is your ERP or financial system?

My previous world, ShelbyNext Financials, like you.
Currently, Quickbooks.

2) How successfully does it integrate with Rock? Examples?

SNF: I guess about as successful as practical, I'd say. I.E. the Shelby Batch from KFS system that helps our accounting dept. A few SQL queries (SNF is self-hosted) posted into Rock to help some processes, such as employee info such as sick/vacation leave as well as A/P info to help remit sales tax to the state and DE542 filings. Like RockRMS, I wish SNF had Active Directory integration, which would help a little more (though I admit this isn't really SNF/Rock integration).

Quickbooks: nothing yet. I wouldn't recommend SNF users move to Quickbooks. That's not to say it won't work, but it would be, at best, a lateral move. Either have their place in the church world.

3) Are you using AP...

Yes.

4. ...and payment automation? Is it part of your ERP or a third party software?

...Nexonia has some interesting features on that front, especially when integrated with Intacct.

I hope that helps

Edit Answer

Hi Sarah,Welcome!1) What is your ERP or financial system?My previous world, ShelbyNext Financials, like you. Currently, Quickbooks. 2) How successfully does it integrate with Rock? Examples?SNF: I guess about as successful as practical, I'd say. I.E. the <a href="https://www.rockrms.com/rockshop/plugin/97" target="_blank">Shelby Batch from KFS</a> system that helps our accounting dept. A few SQL queries (SNF is self-hosted) posted into Rock to help some processes, such as employee info such as sick/vacation leave as well as A/P info to help remit sales tax to the state and DE542 filings. &nbsp;Like RockRMS, I wish SNF had Active Directory integration, which would help a little more (though I admit this isn't really SNF/Rock integration).Quickbooks: nothing yet. &nbsp;I wouldn't recommend SNF users move to Quickbooks. That's not to say it won't work, but it would be, at best, a lateral move. Either have their place in the church world. 3) Are you using AP...&nbsp;Yes. 4. ...and payment automation? Is it part of your ERP or a third party software?...Nexonia has some interesting features on that front, especially when integrated with Intacct. I hope that helps

<p>Hi Sarah,</p><p>Welcome!</p><p><b>1) What is your ERP or financial system?</b></p><p>My previous world, ShelbyNext Financials, like you. <br>Currently, Quickbooks.</p><p><b><br></b></p><p><b>2) How successfully does it integrate with Rock? Examples?</b></p><p>SNF: I guess about as successful as practical, I'd say. I.E. the <a href="https://www.rockrms.com/rockshop/plugin/97" target="_blank">Shelby Batch from KFS</a> system that helps our accounting dept. A few SQL queries (SNF is self-hosted) posted into Rock to help some processes, such as employee info such as sick/vacation leave as well as A/P info to help remit sales tax to the state and DE542 filings. &nbsp;Like RockRMS, I wish SNF had Active Directory integration, which would help a little more (though I admit this isn't really SNF/Rock integration).</p><p>Quickbooks: nothing yet. &nbsp;I wouldn't recommend SNF users move to Quickbooks. That's not to say it won't work, but it would be, at best, a lateral move. Either have their place in the church world.</p><p><br></p><p><b>3) Are you using AP...&nbsp;</b></p><p>Yes.</p><p><br></p><p> </p><p><b>4. ...and payment automation? Is it part of your ERP or a third party software?</b></p><p>...Nexonia has some interesting features on that front, especially when integrated with Intacct.</p><p><br></p><p>I hope that helps</p>

<p>Hi Sarah,</p><p>Welcome!</p><p><b>1) What is your ERP or financial system?</b></p><p>My previous world, ShelbyNext Financials, like you. <br>Currently, Quickbooks.</p><p><b><br></b></p><p><b>2) How successfully does it integrate with Rock? Examples?</b></p><p>SNF: I guess about as successful as practical, I'd say. I.E. the <a href="https://www.rockrms.com/rockshop/plugin/97" target="_blank">Shelby Batch from KFS</a> system that helps our accounting dept. A few SQL queries (SNF is self-hosted) posted into Rock to help some processes, such as employee info such as sick/vacation leave as well as A/P info to help remit sales tax to the state and DE542 filings. &nbsp;Like RockRMS, I wish SNF had Active Directory integration, which would help a little more (though I admit this isn't really SNF/Rock integration).</p><p>Quickbooks: nothing yet. &nbsp;I wouldn't recommend SNF users move to Quickbooks. That's not to say it won't work, but it would be, at best, a lateral move. Either have their place in the church world.</p><p><br></p><p><b>3) Are you using AP...&nbsp;</b></p><p>Yes.</p><p><br></p><p> </p><p><b>4. ...and payment automation? Is it part of your ERP or a third party software?</b></p><p>...Nexonia has some interesting features on that front, especially when integrated with Intacct.</p><p><br></p><p>I hope that helps</p>

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Sarah Booth · Answer 2 · 2020-09-23T09:43-07:00

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Sarah Booth replied 3 Years Ago

Thanks Jeremy!

One Life Christian Church · Answer 3 · 2020-10-01T19:02-07:00

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One Life Christian Church replied 3 Years Ago

You can connect rock to quickbooks with Zapier by sending a webhook from a workflow to a zap which then will send info to quickbooks. In order to use the quickbooks zap you will need a paid version or just apply for the non profit discount for a free level that will work with quickbooks: https://zapier.com/non-profits/

Jeremy Hoff

3 years ago

That's pretty awesome, Scott. Do you have Zap+Workflow recipes that can be shared?
One Life Christian Church

3 years ago

Sure! I'd love to contribute something to the community.
Until then it's SUPER easy (which is why I can do it). Just create a new "ZAP" and make the trigger "Catch a hook" which will give you a website that you can use in the rock workflow action Utility-Webrequest. Make it a POST and then just format it how Zapier would like it:
https://zapier.com/page/webhooks

Do you think it would be helpful for the recipe to include both sending something from a workflow into zapier and receiving something from zapier into a workflow?
One Life Christian Church

3 years ago

Here you go https://community.rockrms.com/recipes/211/send-workflow-info-to-zapier
Jeremy Hoff

3 years ago

This is great, Scott - thank you for getting that posted, especially since this is a new feature that can be very useful to many churches who are using Quickbooks!

Ben Murphy · Answer 4 · 2020-10-02T15:50-07:00

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Ben Murphy replied 3 Years Ago

I'd also agree that this would be a great recipe to share with the community. How many zaps are necessary for a small, medium, large org, etc?

One Life Christian Church

3 years ago

Sorry I have no idea. It would have to depend on what info you are sending over. i.e. are you sending over every transaction to quickbooks? If so, the answer would be found in how many transactions you get in rock.

But you can use Zapier for almost endless integrations with rock without having to know how to code. So you can end up with a lot of tasks if you keep adding to it's uses.
One Life Christian Church

3 years ago

https://community.rockrms.com/recipes/211/send-workflow-info-to-zapier

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Name your ERP or financial software!

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