What you need:
How do I get started?
1. First, go into your Liquid Account and select the Subscription Management Tab. Tick and pay for the Capsule integration.
2. Then, either choose a Free or Professional subscription from Capsule's website Visit Capsule Now! or go to your existing Capsule account. Once in Capsule, click on your Account Name (on the top right hand side next to the search window) and select "My Preferences" from the dropdown. On the bottom left menu, please select the "API Authentication Token". Once on this page, you will need to copy your unique API Token code.
3. Now go to your Liquid account and select the "Company" tab from the top menu and then click on the "Capsule Import" from the dropdown.
a) Paste in your unique API Token you copied from Capsule
b) Insert your unique capsule URL (ex: www.johndoecapsulecrm.com)
c) Once both fields are filled in, please click the Import button. You will then see all your contacts from Capsule listed below. To complete the import, please make sure all contact fields are correctly set to either customers or suppliers (category cannot be changed later on – all are defaulted to customers) and then tick the selection box to approve. Once you are happy please hit Insert to complete the import.
What does it sync and how does it work?
We understand that most businesses have many functions, and communication is a key part to any business. It is therefore important that your bespoke accounting solution is not a disjointed arm in your processes.
Here at Liquid, we can integrate your other business processes through custom developed APIs to help your business run more efficiently. This could be anything from your existing stock function to your CRM, bringing all your processes together to form a highly cost effective total ERP solution.
If you don't already have an existing payroll application, Liquid Bespoke can also offer you a fully integrated payroll add on solution that is available for just 70 pence per employee.
API stands for 'Application Programming Interface', but basically describes one way to plug your website into another. Commercial sites make some parts of their code or data available to developers so that they can built tools for the site. The code they expose is called the API and the stuff they build - the tools and widgets - are called applications.
Our expert developers at Liquid can build custom APIs so that they can talk to existing APIs your internal processes may already have.
Still not make sense? Want to talk to us about our custom integration options? Get in touch
Liquid's Cloud Payroll solution is one of the best in its class and offers RTI, CIS and Auto Enrollment compliance, no tie-ins and full integration with all Liquid accounting packages. Ideal for companies with 1-100’s of employees, Liquid Payroll is available for just £1 per employee.
Integral across all Liquid packages
Unique modular system means you only use and pay for what you require. Start with one of our basic packages, select only the modular add-ons you require and seamlessly upgrade to a different package at the touch of a button. You pay only for the functionality you want, limit confusing and unneeded features and will not have to change/relearn accounting packages as you outgrow the entry level functionality provided by other software. Liquid is for life!
If you are a sole trader earning under the £81k per year VAT threshold, our Bookkeeper package at just £7 per month is perfect for you. If you make some of your sales overseas and require multi-currency, rather than have to step up to the next package, you can just go into your subscription management, tick the £5 multi-currency add-on and start using the extra module to save money. You simply pay for what you want and use.
Liquid Accounts' Bank Mapping Tool allows you to simply setup and match parameters between your bank and Liquid Accounts. Once this has been completed for the first time, the mapping process never has to be done again for the same account and will become automated from then on. When it is setup, just upload your latest bank statement and quickly & easily import it into Liquid. The system will then reconcile your data automatically and keep you up to date with your latest bank position.
Liquid Integration £2 p/m; Capsule Cost from £0 p/m
Automatically sync all your CRM contacts with your accounting package for just £2 per month from Liquid and a choice of 2 subscriptions from Capsule: