In the following post, we are going to talk about an ERP system based on the professional service automation software. Meet the
Why is HarmonyPSA better than other solutions? It offers no handoffs so that you can completely control the ERP system by yourself. Next, it provides no modules. Of course, someone may consider this fact as a disadvantage because the module structure adds extra flexibility. But from the other side, the lack of plugins fundamentally improve the configuration of the platform and its integration with Magento 2. The absence of rekeying is also among the benefits of the HarmonyPSA ERP. Thus, the system makes your daily routine better. And of course, it displays no stale data, while nothing can be missed or lost. And due to the professional service automation nature of the platform, your interaction with HarmonyPSA is reduced to the minimum.
Many ERP systems offer several industry-specific solutions, and Harmony is not an exception. The platform’s tools suit service and IT solution providers due to:
- Highly configurable service desk automation;
- Contract and asset management combined with the integrated knowledge base;
- Rich documentation: invoicing, collections, supplier payments, etc;
- Advanced services delivery system;
- Fully integrated CRM and support for quotes;
- Enterprise-level PO and item delivery;
- Flexible integrations.
You can also leverage HarmonyPSA if your business is an international software company. The platform provides the ability to automate your lead to order management, integrate robust project management tools, and establish total control over your business complexity. Besides, you can easily automate invoicing, recurring, and deferred revenue. Placing your service desk at the heart of your business is also possible. HarmonyPSA will help you analyze your support or hosting agreements with ease. And due to the multi-currency nature and multicultural approach of the platform, the Magento 2 HarmonyPSA integration will help you expand your business to new markets.
And if you are a reseller, you can also benefit from the use of the platform. First of all, it radically simplifies your daily routine. You can upload your supplier price and apply a margin within a few clicks streamlining the advanced upload-based cost-plus pricing mechanism. Next, the platform allows you to automate long-term proposals. Building detailed summary quotes and orders is no longer a problem since HarmonyPSA offers all tools necessary for that. Besides, you can apply support agreements at the purchase item level. And don’t forget that Harmony’s project management area supports full purchase tracking. Moreover, the platform will help you understand how to apply the proportionate costs more efficiently eliminating period profitability swings. Connecting contracts, assets, and a service desk is another platform’s feature that will help you run your business.
The fourth industry is professional services. For this area, HarmonyPSA offers tools for enhancing sales with automated routine processes and improved order tracking. Next, you can quickly leverage both time & materials and fixed price approaches. Furthermore, the ERP platform allows combining them. Besides, you can leverage work in progress accounting, fully integrated multi-currency expenses calculations, advanced budget planning, and automated real-time project profitability display.
All industries get real-time, automated profitability view, unrivaled flexibility, availability on mobile devices, and an unparalleled service desk. The entire PSA solution will fundamentally revamp your business for one simple price. There are three plans monthly and annual SAAS as well as yearly on-premise. Request a quote to get a more in-depth understanding of pricing.
Magento 2 HarmonyPSA Connector
To integrate your Magento 2 website with the professional service automation platform, you need a Magento 2 HarmonyPSA connector. Since the Magento ecosystem offers lots of all possible import & export modules, it is often hard to choose a solution that satisfies all the requirements regarding the integration. Besides, some tools cost too much and are very complicated. Considering the situation, we’ve decided to develop our import & export tool that will connect Magento 2 to any third-party system. Meet the Improved Import & Export extension. This module is designed to automate every integration with external systems, eliminate problems caused by different data standards, and save your budget. Let’s take a closer look at the extension’s features.
The Improved Import & Export Magento 2 extension provides extended connectivity options which are based not only on file transfers but also on Google Sheets and REST API. Besides, support for various file standards is dramatically extended in comparison to the default platform or third-party connectors. Thus, the module not only works with the default CSV and the popular XML, but it also provides the ability to establish the connection between your store and third-party systems using, TXT, JSON, XLS, and XLSX files. You can quickly move data to and from your store using one of these file standards. There is no need to convert the default Magento 2 output to the file format suitable for the external system. Instead, you select it in the backend section of your website. The same is about import processes.
In addition to the extended range of file formats, the Improved Import & Export Magento 2 extension works with multiple file sources. Due to the extended FTP/SFTP support, you can freely use your server to export/import data files. A remote server may be used for the same purpose as well. The second way to establish the connection is based on the cloud technologies. The Improved Import & Export Magento 2 extension fully supports Dropbox. You can create an account to transfer data through the popular cloud storage. When it comes to the import processes only, the module allows specifying a direct file URL. Note that the extension can easily unpack any compressed data so that you no longer have to unzip/untar it manually.
As mentioned above, file transfers are not the only way to run the Magento 2 HarmonyPSA integration. Alternatively, you can utilize Google Sheets eliminating the necessity to use data files. The integration with the help of the Google service looks as follows:
For more complex integrations, the Improved Import & Export Magento 2 extension offers the opportunity to leverage the REST API connection. Please, contact our support regarding the Magento 2 HarmonyPSA integration via REST API.
As for the time-saver provided by our plugin, it is the ability to automate the integration with the help of schedules. Sinc Improved Import & Export supports cron; you can create any custom update plan. At the same time, we offer an opportunity to choose one of the predefined intervals that can be customized if necessary. But if you need to launch the update asynchronously, it is also possible in spite of a specified range. Besides, the Improved Import & Export Magento 2 extension allows creating profiles that have no schedule and can be launched only manually. They are suitable for asynchronous updates. Below, you can see how to specify various schedules:
Now, let’s say a few words about issues caused by different data standards. Although two attributes of two separate systems may be used for specifying the same values, they usually have entirely different forms. That’s why you cannot import third-party data files to Magento 2 without modifying them. You cannot even import the output of Magento 1!
To solve the problem, it is necessary to edit data files manually before every update. And you should do that before the import and right after the export during every update. Neither Magento 2 nor most third-party connectors help to solve the problem. But the Improved Import & Export Magento 2 module is an exception. Our extension provides a convenient mapping interface where you can seamlessly match default attributes of Magento 2 to any external requirements. Furthermore, the created mapping schemes are saved and used for all further updates. Thus, the plugin completely automates every integration just like shown below:
Also, the Improved Import & Export Magento 2 extension provides the ability to simplify the procedure even more. You don’t need to apply any changes to the default attributes because our module offers mapping presets. Select a preset that suits your integration, and all the necessary improvements will be applied automatically. Please, contact our support regarding mapping presets for the Magento 2 HarmonyPSA integration.
You can discover more features of the Improved Import & Export Magento 2 extension in the following video:
As for the Magento 2 HarmonyPSA connector, you can get it at no additional cost after purchasing the Improved Import & Export Magento 2 module. Note that our extension offers multiple other connectors out of charge. Follow the link below for more details:'