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Connect with is cloud-based Customer Relationship Management (CRM) software that gives you the tools you need to close every sale, by keeping track of leads, managing your customer relationships, and more.

The app links your sales process with your payments process, by turning your Closed Won Opportunities into invoices, complete with associated documents, which are ready to be sent to your customers.



Installation instructions

The first part of the app installation requires you to install the Package in your account.

  1. Go to: Package, and make sure you're logged in to
  2. Select who you want to install the package for - Admins Only, All Users, Specific Profiles
  3. Once installation is complete, click Done
  4. Next, you'll want to customize the Opportunity Layout Page. On the left side of the page in, under Build > Customize > Opportunities, click Page Layouts
  5. Click Page Layout Assignment
  6. Click Edit Assignment
  7. Highlight the Profiles where your page layout should be displayed
  8. Under Page Layout to Use, select Opportunity-Invoice Layout from the drop-down menu, and click Save

Now that the Package is installed in, return to to install the app

  1. Hover over the gear icon , and then click App Center
  2. Click by OneSaas
  3. Click Connect
  4. Create a new OneSaas account, or sign in if you have one already
  5. Click Sign In to Salesforce
  6. Click Allow to allow the connection
  7. Click Configure to review and edit the Integration Configurations
    • Set Workflows and Sales Tax
    • Set your Integration Start Date, Time Zone, and how often syncs occur
  8. Click Retrieve Data Now, and the initial sync will start



To create an invoice from an Opportunity in, open an Opportunity, and click Create Invoice. Select the products you'd like to be included on the invoice, and click "Save and Send to".

The sync will occur automatically every hour; the invoices created in will be synced to, and payment statuses will be synced back to

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