Atera to Salesforce

Integrating Atera's preeminent ERP and Salesforce (CRM) has never been easier. Tether your solutions yourself using the interface of Alumio's preeminent iPaaS (Integration Platform).
Alumio iPaaS integration platform
Integrate CRM Salesforce to ERP Atera
Integrate ERP Atera to CRM Salesforce
Atera
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Digitalization

Without Alumio iPaaS

Do not create a tangled IT landscape

Data silos. A lot of custom code or third-party connections result in data silos.

Lack of visibility. Custom solutions have different levels of ability to monitor, which results in notification problems when issues occur.

Negative business impact. Problems are not being notified and are troublesome to resolve, resulting in lost orders and disappointed customers which are detrimental to businesses.

Not secure and compliant. Complex integrations are not conducive to being compliant with privacy regulations nor to establish a secure IT ecosystem.

Stretched timelines. In this complex combination of integrations, it is not possible to add and connect new software to existing software without having a long and expensive IT project.

With Alumio iPaaS

Normalized entity of data

Scalable and interchangeable. Fast and seamless connectivity to apps, databases with simplified data exchange.

Happy customers. Always on top of problems with Alumio's monitoring and notifications cockpit.

Save time for senior developers. You can create 90% of the integrations without the help of senior developers. Meaning they can focus on architecture and custom coding.

Customizable interfaces without compromise. Front office and back office success rely on reliable integrations.

Easily connect legacy software. Connect to older, legacy software without getting headaches.

"Alumio makes us much more responsive, allowing us to provide the most up-to-date product information, regardless of the channel."

Case Studies

Our customers accelerate using Alumio and create digital impact

TissueTech's digital move to branch out and board new market segments

TissueTech, Inc.

How TissueTech generated sales more effectively

Leading Dutch sheet material importer and wholesaler Leeuwerik moves towards digital business processes

Leeuwerik Plaat

Leading Dutch sheet material importer and wholesaler moves towards 100% digital business processes

Digitalizing the multiple brands of Trimfoot Co.

Trimfoot Co, LLC

Improving customer experience by optimizing inventory flows

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How does the Atera and Salesforce synchronization solution work?

We’ve observed their significant growth in the ERP market, the potential they have individually, and the fact that Atera and Salesforce work very well together. Let’s see how easy we could plug-in Atera to Salesforce, so you can open up a wild range of possibilities for your business.

why we choose Atera

Atera software provides remote support, RMM, billing, reporting, and help desk for small to medium-sized IT service companies.

to plug-in to Salesforce

Salesforce is a cloud-based American software company, which provides customer relationship management (CRM) solutions. It also sells a complementary suite of enterprise applications, which focus on marketing automation, customer service, application development, and analytics.

Alumio is the leading 'no-code' integration platform as a service for Salesforce to get Atera files imported and connected. As a Symfony iPaaS Alumio opens the door to no-code integration solutions for your business. Alumio's tooling allows you to use and adjust your Atera import templates. With Alumio's integration solution, your integration scales with your business needs.

Alumio is the leading 'no-code integration platform as a service for digital commerce. Alumio's iPaaS (Platform as a Service) offers connector templates for Atera and Salesforce, to kickstart your project and to have your basic connections up and running in no-time. Alumio's tooling allows you to adjust these connector templates and to create extra data routes via the user-interface. With Alumio's integration software, your integration scales with your business.
How does the "Atera - Salesforce" connector work?

Offer your business an unique integration to arrange the integration and authentication to Magento and SAP.

1 Tether Atera to Salesforce API
This connector offers an an out of the box connection for integration to manage the connection and authentication to both Atera and Salesforce.
Plug and play connect Salesforce API Alumio offers an off the shelf feature to plug-in to the API of Salesforce CRM. Very simple via the interface of Alumio. Plug and play connect!
Plug and play connect Atera API The connector connects to the API and arranges all technical stuff such as oAuth2 authentication, requesting refresh tokens, handling security, etc. These connector templates help you to kickstart your integration because a lot of work is already done.

This connector offers an an out of the box connection for integration to manage the connection and authentication to both Atera and Salesforce, and protocols like sFTP and OCI Punch-out.

Plug and play sync Atera files from servers (sFTP) or plug-in to OCI Punch-out.

Alumio offers an off the shelf feature to plug-in to fileservers when customer pushing the Atera files to a file server, to read attachments (Atera files) from emails or to plug-in the OCI Punch-out protocol. These connections can be created via the interface of Alumio. Plug and play plug-in your Atera files

Plug and play plug-in Salesforce API

The connector integrates to the Application Programming Interface (API) of Salesforce and arranges all techinicalities such as, oAuth2 authentication, requesting refresh tokens, handling security, etc. These connector templates help you to kickstart your integration where a lot of work is already done.

2 Data routes delivered by the Atera - Salesforce
2 Import template for Atera formats can be re-used
Connector templates are re-usable working connections for certain data formats, where the transformers and mappers to adjust the data have been saved as a template. These connector templates help you to kickstart your integration because a lot of work is already done.

The Atera - Salesforce also delivers a set of data routes (as can be seen in the right column.) Its design studio features allow you to customize data routes to match your specific Salesforce configuration.

You can create mappings for your Atera formats, which can be saved as connector templates. These templates are re-usable working connections for certain data formats, where the transformers and mappers to adjust the data can be saved as a re-usable template. These connector templates help you to kickstart your connections for other customers because a lot of work is already done.

3 Installation and customization
To test the integration you only need to fill in your credentials for the APIs of Atera and Salesforce to activate the integration between Atera and Salesforce.

To test the integration you only need to fill in your credentials for the APIs of Salesforce and, if used, for the OCI Punch-out protocol or used fileserver (sFTP) to active the synchronization between Salesforce and your Atera files.

Tether API Atera and Salesforce
Tether Atera files to the API of Salesforce
The Atera connector template is available for kick-starting your project. Alumio has created a so-called integration template that integrates the Application Programming Interface (API) of Atera This API-led integration strategy makes sure that your business benefits from a standardized and optimized integration, that evolves alongside Atera Salesforce. The only thing you have to do is map the data from your other API (endpoint) Salesforce

The Salesforce connector for Atera automatically synchronizes data entities between Salesforce and Atera. The API-based integration allows for data available in Salesforce, such as contacts, targets, quotes, deals, notes, and meetings to be connected to Atera ERP.

Alumio provides an IT-landscape to get rid of data silos, creates an middleware integration solution ready for future growth, and provides your business with a normalized data entity so that you can plug-in any tool any time.

Alumio has created a connector template that integrates to Salesforce Application Programming Interface (API) and several protocols to export or import Atera files. This API-led integration strategy makes sure that your business benefits from a standardized and optimized integration, that evoles alongside the Salesforce platform. The only thing you have to do is map the data from your Atera files. Alumio provides an IT-landscape that eradicates data silos, to create an middleware integration solution ready for future growth, and provides your business with a normalized data entity so that you can plug-in any tool at any given time.

Atera to Microsoft Dynamics 365 CRM integration.
Atera to Pandadoc integration.
Atera to SugarCRM integration.
Atera to Teamleader integration.
Atera to Zoho CRM integration.

Integrate Atera with anything

Atera software provides remote support, RMM, billing, reporting, and help desk for small to medium-sized IT service companies.

Integrate Salesforce with anything

Salesforce is a cloud-based American software company, which provides customer relationship management (CRM) solutions. It also sells a complementary suite of enterprise applications, which focus on marketing automation, customer service, application development, and analytics.

XL-ENZ to Salesforce integration.
Sage to Salesforce integration.
SAP to Salesforce integration.
NetSuite to Salesforce integration.
Microsoft Dynamics 365 to Salesforce integration.
Exact to Salesforce integration.

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