We have several options for exchanging files on Skynamo. Our preferred tool is using our AWS S3 bucket, but we also support SFTP (host or connect), as well as Dropbox.
We also support various file types such as xlsx, csv, xml and txt.
The following entities can be imported using File Exchange integration.
- Customers
- Products
- Invoices
- Stock Levels
- Tasks
- User Visit Frequencies
- Customer Files
- Product Files
- Price Rules
- Pricing Contracts
- User Targets
- Customer Targets
When the following specified transactions and/or forms are completed, they can optionally also be exported to the File Exchange Location.
- Orders
- Quotes
- Credit Requests
- Forms
- Form pictures
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