Breadwinner Integration Overview

What is the Breadwinner Integration?

The Breadwinner integration allows you to sync financial data from your ERP (e.g. QuickBooks, NetSuite, Xero) or payments system (Stripe, Braintree, Square) directly into Salesforce, visible inside improveit 360. With this integration, your team can view invoices, payments, customer balances, and other financial metrics directly in Salesforce records - so you no longer have to jump between systems.

Key benefits include:

• Real-time visibility into financial data within Salesforce.
• Reduced data entry or manual reconciliation between systems.
• Fully native architecture - your financial data is available in Salesforce for reporting, dashboarding and automations.
• Enhanced decision-making by combining sales and financial context.
• Secure, managed integration with native architecture via AppExchange.
• Unmatched time to value - generally up and running within a few hours.
• No custom mapping or iPaaS required.

How the Integration Works

Below is a high-level overview of how the improveit 360 and Breadwinner integration can function (subject to your licensing and configuration).

Component	Description
Connector / Package	A managed package installed in Salesforce (via AppExchange) that exposes objects, fields, and APIs.
Data Synchronization	Financial data (e.g. invoices, payments, customer balances, POs, bills, vendors, items) flows from your financial system into Salesforce objects.
Embedded UI	In most cases, Breadwinner surfaces data inside Salesforce pages (e.g. inside Account, Opportunity, or a custom “Finance” tab).
Security & Access	Permissions are controlled via Salesforce profiles/permission sets; only authorized users see the financial data.
Custom Mappings	You (or your implementation team) can map custom fields, set filtering rules or data transformations.
Support / Maintenance	Breadwinner leads the integration support for its product. If issues arise on the financial-sync side, you’ll generally engage Breadwinner support.

Getting Started: Setup & Configuration

Below is a recommended checklist for setting up the integration:

1. Confirm Licensing & Permissions
   Ensure you have the appropriate Breadwinner license for your ERP or payments platform (QuickBooks, Xero, NetSuite, etc.).
2. Install the Managed Package
   Install the Breadwinner package from AppExchange into your Salesforce org linked to improveit 360.
3. Connect Your Financial System
   Configure the connection between Breadwinner and your ERP (or payment system). This often involves API credentials, OAuth tokens, or connection settings inside Breadwinner.
4. Field & Object Mapping
   Map your financial system customers to Salesforce accounts. Breadwinner makes this easy.
5. Set Permissions in Salesforce
   Use permission sets or profile settings to ensure that only correct users or roles can view, editor create the financial fields or records.
6. Embed UI in improveit 360 Layouts
   Add related lists or custom components to your improveit 360 layouts (such as Account detail pages) so that the financial data appears where your agents expect to see it.
7. Test and Validate
   • Create a few transactions (invoices, payments) in the financial system and verify they flow into Salesforce properly.
   • Check for error logs or sync failures.
   • Validate visibility permissions behave as expected.
8. Go Live & Monitor
   Once verified in sandbox or test environment, deploy to production. Monitor sync jobs, logs, and error queues periodically.

NOTE--Breadwinner will need to assist with some of these steps, but most of them can be done on your own.

Known Limitations & Considerations

• improveit 360's support team does not manage or troubleshoot issues on the Breadwinner side (i.e. financial sync, API authentication, ERP connectivity).
• Custom objects or specialized workflows may require additional configuration or development (e.g. mapping fields beyond the standard ones).
• The system delay or sync frequency depends on your Breadwinner configuration and limits (may not always be instantaneous).  By default, Breadwinner checks for updates and syncs every 15 minutes.
• If you later add new ERP modules or expand your financial schema, updates to mapping or integration may be required.

Who to Contact for Support

• For issues within improveit 360 (e.g. layout problems, security, UI embedding), please raise a ticket with our support team at [e-mail]
• For issues on the financial-sync side (ERP connectivity, authentication, Breadwinner mappings, API errors), contact Breadwinner Support.
  • Breadwinner maintains its own documentation and support portals per product line (QuickBooks, Xero, NetSuite). Breadwinner
• If there is a need for custom development or extension (e.g. mapping a new custom object), this may require a joint effort between your implementation partner, improveit 360, and Breadwinner.

Additional Resources

• Breadwinner official site: breadwinner.com Breadwinner

Breadwinner support portals (per product) Breadwinner