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What is RT SugarBox?

Sugar facilitates the access, sharing, tracking, and management of Box content directly within its platform. This integration guarantees that your sales team is equipped with the latest materials to present to clients and potential leads. By merging Sugar with Box, users can effectively oversee all documents and upload content seamlessly from within Sugar. The RT SugarBox feature ensures secure communication between the two platforms. Utilizing OAuth 2.0, files are transferred securely over HTTPS with every synchronization. This module is user-friendly and eliminates the hassle of manually copying tokens for integration purposes. Upon logging into your Box account after the installation of SugarBox, synchronization occurs instantly. Additionally, SugarBox automatically syncs any document or file linked to a Sugar account record, contact, or lead, ensuring that you consistently have the appropriate content readily available. With SugarBox, the right information is always organized and easily accessible, streamlining the workflow for your sales team.

What is RT QuickBooks?

The announcement states that RT QuickBooks will officially cease operations on August 16, 2023, although current users can expect ongoing support until February 16, 2024. While the plugin will still be available for purchase, it will be sold as a one-time payment solution with no guarantees, leaving its use entirely at the discretion of the customer. The latest version of the plugin is compatible with SugarCRM 9. Users of SugarCRM can leverage the functionalities of QuickBooks for their accounting needs, as the integration allows for tracking of sync history through QuickBooks logs. This integration enables records to be synced directly with QuickBooks and facilitates bidirectional syncing of customers between QuickBooks and Sugar Accounts, ensuring that both platforms remain up-to-date. With a single integration into their Sugar system, users can gain a comprehensive view of their customer interactions. Additionally, QuickBooks can be utilized within Sugar to generate invoices, manage inventory, and handle sales transactions. Integrated logs provide the ability to monitor sync history, while error messages in the QuickBooks log file offer guidance for resolving any conflicts that may arise. Furthermore, users can keep an eye on sync status messages, and the feature allows for immediate syncing of records to QuickBooks, thereby enhancing efficiency in managing financial data.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Sugar Sell

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Sugar Sell

API Availability

Has API

API Availability

Has API

Pricing Information

$9.99 per month
Free Trial Offered?
Free Version

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Rolustech

Date Founded

2008

Company Location

United Kingdom

Company Website

rolustech.com/rtsugarbox/

Company Facts

Organization Name

Rolustech

Company Location

United States

Company Website

www.rolustech.com/rtquickbooks/

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Categories and Features

Inventory Control

Allocation
Barcoding
Cost Tracking
Forecasting
Item Management
Order Management
Procurement Management
Reorder Management
SKU / UPC Codes
Serial Number Tracking
Supplier Management

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