Crunched Overview & Magento 2 Integration

If you are looking for accounting software designed to manage bookkeeping, accounting, payments, invoices, and other related activities, you’ve come to the right place. Below, we shed light on Crunched – a cloud-based accounting platform that dramatically simplifies your daily duties. Of course, the article also provides a description of how to connect your e-commerce website to the system. The Magento 2 Crunched integration can be much user-friendly that you might have thought.

Crunched Brief Overview

This accounting platform is designed for small merchants and freelancers so that you don’t need a special team to give it a try. Crunched is easy to use and at the same time powerful enough to handle the requirements of a midsize Magento 2 merchant. It is suitable for both new business owners and experienced entrepreneurs. Let’s explore the platform’s features and then proceed to its core products.

Features

The following core features are enough to let you manage your records successfully. You will save time and make better business decisions while Crunch manages all the routine tasks for you.

• Banking. The Magento 2 Crunched integration enables plentiful banking opportunities. Firstly, you can freely track your cash flow in a convenient interface. Secondly, the accounting software lets you keep tabs on receipts and disbursements. Thirdly, you can print checks right out of Crunched.
• Income. Many more features are available in the sphere of income. The Magento 2 Crunched integration enables lots of new activities and eliminates different tedious tasks that you got used to doing daily. The platform makes it possible to send digital quotes and invoices to your customers and partners. At the same time, you can always control balances as well as post payments.
• Expenses. Controlling expenses leads to reducing them. With the Magento 2 Crunched integration, you can record vendor payables as well as pay vendors. Managing multiple due dates is no longer a problem as well. Crunched provides you with many more features designed to track all expenses more efficiently.
• Organization. Keep everything in order with Crunched. The accounting software is designed to simplify your daily routine in multiple directions including the organization of contacts. Thus, you can maintain a database of customers and vendors as well as keep sales items in the most convenient order.
• Ledger. Note that Crunched is built on a complete ledger system that radically simplifies the way you record journal entries or apply changes to them. And all the paperwork is reduced!
• Compliance. One of the most frequently asked questions when it comes to accounting software is related to their accordance with local tax legislation. With the Magento 2 Crunched integration, you can set up profiles to charge local, state, and federal tax liabilities, so there is no reason to be afraid.
• Reporting. A robust reporting system is another significant benefit of Crunched. The platform provides you with lots of reports that are easy to understand. At the same time, you get enough data to make well-informed decisions.
• Administration. Various admin activities become possible right after you connect Magento 2 to Crunched. You can not only manage your books in a user-friendly manner but also provide different employees with different roles. At the same time, the platform enables recurring transactions, so many payments can be automated.
• Synchronization. You can freely synchronize your Magento 2 website with Crunched. We’ve prepared a separate chapter describing this process.

Let’s explore some core products before going any further.

Crunched Products

All crunched products can be divided into different groups according to the following parameters:

• Industry;
• Business stage,
• Role.

Industry-specific products

Below, the accounting software is split into different groups by industry type. Select one that suits your business needs to learn more about the features it provides.

• Field Service. As a field service owner, you want to spend less time at your desk and more time in the field. With Crunched, you won’t be stuck in the office taking billable time away from servicing customers. Let the platform send invoices for you saving valuable time. The field service suite is suitable for lawn care specialists, electricians, HVAC technicians, plumbers, cleaning services specialists.
• Construction. Manage your books effectively on a long duration project to achieve its timely and profitable completion. Crunched is designed to deliver financial transparency to your customers, while you can spend more time providing your services. The construction suite is intended to cover the needs of contractors, excavation specialists, roofers, drillers, etc.
• Restaurant. If you work in a catering business, you might be familiar with how quickly things can get out of control unless you use such potent tools as Crunched. This accounting software is ready to handle the rapidly changing environment of your business. The restaurant suite is designed for people who manage restaurants, breweries, pubs, bakeries, food trucks, etc.
• Retail. Connect your Magento 2 store to the retail suite of Crunched to manage accurate, up-to-date accounting records, make correct financial decisions, maintain proper inventory levels, pay manufacturers, meet purchase deadlines, and do all other important aspects of running a successful e-commerce store. And e-commerce and brick-and-mortar store can benefit from Crunched.  
• Health & Wellness. Yoga studios, barber shops, spas, and fitness centers also have their unique accounting software. Their owners can now spend more time treating their patients and customers reducing the time necessary for various accounting duties. Choose Crunched to automate daily tasks and keep your business compatible with local legislation.
• Professional Services. As a professional service specialist, you have professional accounting software as well. Crunched lets you deliver invoices to clients providing an accurate accounting of your services. Accountants, lawyers, insurance sales, and financial advisors can represent their businesses from the brighter side.
• Technology Solutions. The fast-paced technology industry has lots of unique requirements. Therefore, it needs an accounting solution that is able to go along for the ride. And Crunched is powerful enough to provide you with features necessary for being organized, up-to-date, and compliant. Web designers, photographers, and networking specialists can leverage the platform to achieve better business results.
• Real Estate. Manage your rental income with ease and track your expenses with no headaches. Replace a set of books with a single app that can track all financial activity throughout the year for a smooth year-end. The suit is suitable for the following groups: vacation rentals, investment property, Airbnb.

Business stage-specific products

Crunched offers software for businesses on different development phases. You can use the software to run your startup, small business, or established organization.

• Startup. Every new business with limited resources can leverage Crunched to keep tabs on accounting. Startups often move rapidly and don’t have time to organize their records, but the platform lets them keep the focus on product or service development and distribution and at the same time have a stable recordkeeping system.
• Small Business. Even the smallest businesses need accounting software to reduce the time necessary to keep records up to date and manage many bookkeeping duties. And they can get it with Crunched. In the case of e-commerce, the Magento 2 Crunch integration comes in handy.
• Established Enterprise. You can freely leverage operations while gaining valuable insight into your business for defined procedures and controls. As an owner of an established organization, you already have operational functions under supervision. With Crunched, you can determine profit streams, expense categories, and more defining how to increase revenue and decrease expenses.

Role-specific products

Crunched for Business Owners brings your ownership experience to the next level. Running a business is not a simple task, but reliable accounting software dramatically simplifies this process. You still have to do a lot of hard work, but Crunched will always make you feel confident that you can reach the highest potential.

Crunched Pricing

Crunched offers three pricing plans. In addition to a free 30-day trial, which is provided on the Pro plan, you can leverage the company’s Free plan. It is best for new businesses looking for a better way to invoice clients and collect payments. With the Free plan, you can send up to 20 invoices. Also, note that it is available for one user only.

As for the Basic plan, it costs $19 per month. Its target audience is represented by growing businesses looking for a tool for managing their finances more efficiently. With this plan, it is possible to send up to 50 invoices. The number of users is unlimited. At the same time, you can print checks and rely on in-app support.

The Pro plan costs $25 per month. It is developed for established businesses that need to automate accounting processes. The main difference from the previous plan is the ability to send unlimited invoices.

Magento 2 Crunched Integration

You cannot use the default tools to connect Magento 2 to Crunched, but there is a solution that enables seamless integration. Meet the Improved Import & Export Magento 2 extension – a universal tool that allows numerous Magento 2 integrations with external systems and other Magento 2 websites. The module is designed to help you connect your Magento 2 website to Crunched in a matter of minutes and without a single line of code. It is only necessary to install the extension on your e-commerce website. Next, Improved Import & Export will automate data transfers between Magento 2 and Crunched creating a bridge between the two platforms on the basis of API connections.

Features

The Improved Import & Export extension lets you leverage the following enhancements to run the Magento 2 Crunched integration seamlessly:

• Automated invoices and revenue tracking;
• Data synchronization for:
  • Payment methods;
  • Tax methods;
  • Magento entities (all product types, orders, customers, and invoices);
  • Crunched entities;
• Synchronization history;
• Attributes mapping to improve the accuracy of Magento 2 data in Crunched;
• Automate data transfers via schedules or triggers.
• Support for multiple stores;
• Support for various currencies.

Let’s explore several use cases to illustrate the functionality of the plugin from the perspective of the Magento 2 Crunched integration.

Product Data

When you add a new product or update an existing one, the Improved Import & Export Magento 2 extension transfers all the corresponding data to Crunched updating the accounting platform.

Order Data and Invoices

When a customer places an order on your Magento 2 website, and it is paid successfully, an invoice is created in Crunched. Associated products and payments can be created as well.

Customer Data

When a new customer registers on your Magento 2 storefront, Improved Import & Export sends the corresponding data to Crunched. When a registered customer applies changes to his/her existing account, the module transfers the data to the accounting platform.

Income Tracking

Income tracking is another opportunity related to the Magento 2 Crunched integration based on Improved Import & Export. Our extension can quickly transfer income data from your e-commerce website to Crunched and back.

Payment Methods Mapping

Another opportunity related to the Magento 2 Crunched integration is related to payment methods mapping. To enable free data transfers between the platforms, you can map them within a few clicks.

Tax Rates Mapping

The same is about tax rates: the Improved Import & Export module provides the ability to map tax rates used in Magento 2 to Crunched ensuring that tax calculations are correct.

Other Use Cases

The Magento 2 Crunched integration based on the Improved Import & Export extension provides the ability to:

• choose what entities to move between the platforms: products, orders, customers, invoices, credit memos, etc;
• use schedules or events to enable automated data transfers;
• synchronize the two systems by mapping Magento 2 attributes to ones used in Crunched.

Get Improved Import & Export Magento 2 Extension

Crunched API

The Improved Import & Export extension relies on REST API to enable the integration. The module allows creating multiple import and export jobs to transfer all entities between the two platforms. Besides, the Magento 2 Crunched integration can incorporate other API standards to exchange data between the two systems automatically in both directions.

Improved Import & Export Magento 2 Extension Features

We’ve already explored the main Crunched features as well as some essential nuances of the Magento 2 Crunched integration. Therefore, let’s take a look at the Improved Import & Export features that simplify the data synchronization between the two platforms and other external systems. Since our extension completely revamps the default import and export functionality of the platform, you get an absolutely new way of data transfers which helps to avoid many issues associated with the built-in tools.

The default instruments don’t let you do the following things:

• Establish API connections;
• Automate data transfers;
• Map attributes;
• Import/export all entities.

As a result, it is necessary to repeat numerous processes every time a data transfer between Magento 2 and Crunched is required. Usually, you have to recreate changes applied to your e-commerce store in an accounting system manually. Since the integration requires multiple updates per day, it turns into a waste of time. But we offer a more reliable solution.

The Improved Import & Export extension allows transferring all information from Magento 2 to Crunched and back. Note that all processes are automated: relax while the plugin transfers data, matches different external attributes and their values from one system to another, leverages multiple API connections in the integration working with all entities. The Magento 2 Crunched integration becomes a piece of cake with our module.

Automated Import & Export

The Crunched Magento 2 integration is a continuous process that requires advanced automation. And Improved Import & Export provides the ability to avoid daily duties related to data transfers via schedules and event-based triggers which entirely automate them.

Schedules

Schedules represent the most intuitive and straightforward way of automation in different data transfers including the Magento 2 Crunched integration. The flow of information between the two systems is based on cron. You specify a time interval and the extension imports/exports updates according to it letting you create fully independent import and export jobs with several different options:

• custom intervals,
• customizable, predefined update schemes,
• profiles with no schedules (which are suitable for maintaining such tasks as migration to Magento 2),
• and asynchronous data transfers (launch every scheduled profile manually whenever you want).

Events

Event-based triggers are another huge improvement provided by the Improved Import & Export extension. They introduce a more flexible approach to the Magento 2 Crunched integration exchanging data in real time. Use the following algorithm to automate data transfers between the two systems:

1. Create a trigger;
2. Connect it to an event;
3. Link an action to a trigger to launch it automatically.

Thus, transferring data to Crunched with the help of a trigger dramatically simplifies the integration. When something happens in Magento 2, the plugin transfers the corresponding data to the accounting platform.

For instance, a customer creates an account on your website; the extension rapidly provides the corresponding data to Crunched. The Magento 2 Crunched Integration Add-On for Improved Import & Export will help you forget about creating similar schemes manually! Follow the link below for more information regarding triggers: How to Run Magento 2 Import or Export After Specific System Event or Process.

Advanced Mapping Features

Map Crunched attributes to ones used in Magento 2 and vice versa to enable automated data transfers between the two systems. The Improved Import & Export Magento 2 extension radically simplifies the Crunched Magento 2 integration in terms of attributes and their values with the help of the following features:

Mapping Presets

Use our module to solve the problem of different attribute standards without headaches and enable the Magento 2 Crunched integration in the most intuitive way with mapping presets – predefined mapping schemes that eliminate manual attributes matching.

You no longer need to look for unsupported attributes and fix them. Our extension performs all the necessary improvements automatically. It analyzes the input data file transferred from Crunched, discovers third-party attributes, and matches them to the ones used in Magento. As for export processes, Magento 2 Crunched Integration Add-One for Improved Import & Export knows what attributes are required by the accounting system and modifies ones utilized in Magento according to the rules of the external platform. You only need to select a matching scheme suitable for your migration:

Matching Interface

Importing/exporting data between Crunched and Magento 2 can also be based on manual attributes mapping right in the Magento admin! The Improved Import & Export module provides a unique matching interface which offers full control over the process: you specify external (internal) attributes and link them to the corresponding internal (external) ones in a particular grid enabling the data transfer. Here is how everything works:

Attribute Values Mapping

The Improved Import & Export Magento 2 extension offers a separate interface for attribute values mapping that provides the ability to simplify the Magento 2 Crunched synchronization and automate it entirely. With our plugin, third-party designations will no longer interrupt transfers from Crunched to Magento 2 since you can choose an external value and specify its replacement. Repeat the procedure until all third-party designations are mapped to ones utilized in Magento 2. Note that the created schemes are saved and applied for further updates. For more details, read this article: Attribute Values Mapping.

Attribute Values Editing

If attribute values mapping is not enough, you can rely on attribute values editing. Transferring data from Crunched or other systems to Magento 2 can be automated with the ability to modify attribute values in bulk. Use the following rules:

• Add a prefix to multiple attribute values;
• Add a suffix to numerous attribute values;
• Split various attribute values;
• Merge many attribute values.

Note that you can combine them and create conditions increasing the efficiency of the applied changes. You can find more information in this article: How to Modify Attribute Values During Import and Export in Magento 2.

Category Mapping

You won’t use category mapping in the Magento 2 Crunched integration. However, it dramatically simplifies other connection. The feature significantly simplifies product data transfers from external systems to Magento 2.

You can match external categories to ones used internally reducing the number of difficulties that usually occur when products are transferred from other platforms to Magento 2. The Improved Import & Export module allows mapping external product categories to ones used in your catalog as follows:

To create new categories right in the import job, choose a parent category and specify a new one that will be generated automatically. Thus, the extension will link products to it during the import process. If your Magento 2 website doesn’t include a category from an imported file, it’s no longer a problem. You can find more information about this feature here: Category Mapping.

Attributes On The Fly

And if a data file provided from an external system lacks attributes, the Improved Import & Export Magento 2 extension lets you create them on the fly via the following general form:

Attribute|attribute_property_name:attribute_property_value|…

The feature is described here in more detail: Product attributes import.

Extended Connectivity Options

The fundamental aspect of the Improved Import & Export Magento 2 extension that enables the Magento 2 Crunched integration, as well as multiple other connections, is support for additional connectivity options. Designed to improve all data transfers and make the seamless Magento 2 Crunched integration possible, they include numerous file formats and two alternative ways of transferring data between your e-commerce store and external systems. As for Crunched, the REST API standard is utilized as a first way of the integration.

Multiple File Standards

Although the Magento 2 Crunched integration cannot be based on data files, you can leverage them in other integrations. The Improved Import & Export extension supports CSV, XML, JSON, ODS, and Excel as well as unpacks file archives automatically while the default tools work with uncompressed CSV files only!

Multiple File Sources

The following file sources can be leveraged to import and export data files between Magento 2 and external systems:

• FTP/SFTP. Transfer data files using a local or remote server.
• Dropbox. Use a Dropbox account to establish a connection between the two systems. Alternatively, you can rely on Box, OneDrive, Google Drive, iCloud, and Amazon Drive.
• URL. A direct URL can be used to import a data file as well.

Alternative Ways of Import & Export

Note that the alternative ways of import and export are not represented in Magento 2 by default. However, direct API connections are the only way to enable the Magento 2 Crunched integration.

As we’ve mentioned above, the Improved Import & Export extension provides the ability to leverage REST for the Magento 2 Crunched synchronization as well as other APIs if necessary. For instance, our module also works with SOAP and GraphQL.

Note that all API connections support other extension’s features so that you can leverage mapping, schedules, and attributes on the fly while transferring data from Magento 2 to Crunched via REST API.

As for the intermediary services, you can rely on Google Sheets, Office 365 Excel, and Zoho Sheet transferring data to your e-commerce store. Although it is impossible to utilize them for the Magento 2 Crunched integration, other connections can be established with the help of various online sheets. The following image shows how to use Google Sheets to move data to Magento 2:

The video below displays other details of our extension:

Final Words

If you are looking for relatively cheap but yet powerful accounting software, pay attention to Crunched. The platform offers all features necessary for managing the duties of a small or even midsize business. Automate your accounting tasks, improve decision making, and leverage numerous enhancements offers by the platform.

As for the Magento 2 Crunched integration, it can be quickly established with the help of the Improved Import & Export Magento 2 module. Our extension allows creating the API bridge between the two systems so that you can exchange all data in both directions. Follow the link below and contact our support for further information:

Get Improved Import & Export Magento 2 Extension