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Finance Connectors with Mule
• Financial services firms find themselves in a tight spot trying to
juggle a rapidly changing and evolving set of business imperatives.
Operational inefficiencies, disparate systems, legacy technology
and information security concerns stand in the way of launching
new products and revenue opportunities. Financial institutions
need a new way to connect traditional delivery channels with
emerging digital business models.
2
Source: Mulesoft
3
Sync data and automate business processes between QuickBooks online and
desktop across third party apps - on premise or in the cloud.
Description
Expand the capabilities of Intuit QuickBooks by creating connectivity to hundreds of
third party SaaS applications and services with the Anypoint QuickBooks connector
from MuleSoft. With the QuickBooks connector, businesses can quickly and easily
synchronize data and automate business processes across third party CRM and
accounting applications and services such as Salesforce, Zoho CRM, and Zuora.
The QuickBooks connector enables seamless connectivity to the QuickBooks API,
allowing users to quickly consume and synchronize data. Moreover, the QuickBooks
plugin makes it simple for businesses to integrate and streamline business
processes from one application to another - such as customer account, product, and
invoice creation. With the QuickBooks connector from MuleSoft, users can avoid
complex custom integrations and instead instantly integrate QuickBooks tomanage
finance from anywhere.
4
Avalara Connector
Synchronize data and automate processes between Avalara and third party
accounting applications.
Description
Synchronize financial data between Avalara and third party ERP, accounting, e-
commerce applications and services throughout the enterprise to automate tax
calculations, filings, certificates and more with the MuleSoft Anypoint Avalara
connector. Avalara provides robust sales tax management services that can be
quickly and easily integrated with major applications throughout the enterprise such
as SAP, QuickBooks, Zuora and more. The Anypoint Avalara connector makes it
simple for users to interface with Avalara APIs without having to learn and interface
with the Avalara tax platform directly. The Avalara connector makes it simple to
connect with AvaTax Calc REST API or AvaTax Calc SOAP API in order to
integrate Avalara functionality, including address validation, IRS forms completion
and more. The Anypoint Avalara connector enables seamless integration across
databases, SaaS applications and services, and much more - easily manageable
and accessible from within the MuleSoft Anypoint™ Platform.
5
FreshBooks Connector
Synchronize data and automate business processes between FreshBooks and third
party applications, either on premise or in the cloud.
Description
Easily integrate invoicing, accounting and billing services across the entire
enterprise, between FreshBooks and other third party applications with the Anypoint
FreshBooks connector from MuleSoft. The Anypoint FreshBooks connector offers
instant API connectivity with the FreshBooks platform allowing organizations to
synchronize data and automate business processes between Freshbooks and third
party applications, either on premise or in the cloud. Product and financial
information can easily be synchronized with third party applications such as
Basecamp, MailChimp, Salesforce, PayPal, and Quickbooks creating connectivity
across disparate systems and services. The FreshBooks connector, along with the
MuleSoft Anypoint™ Platform, helps businesses expand the capabilities of
FreshBooks, enabling users to reduce double data entry and automate common
invoicing and accounting business processes.
6
Paypal Connector
Synchronize data and automate business processes between PayPal and third party
applications, either on premise or in the cloud.
Description
Quickly, easily and securely extend the capabilities of PayPal throughout the
enterprise with the Anypoint PayPal connector from MuleSoft. The Anypoint PayPal
connector makes it simple to manage accounts, authorize payments, send and
receive money, query transactions, and much more without having to interface with
the PayPal platform directly. PayPal users can integrate their PayPal accounts with
numerous ecommerce, CRM, CMS, POS systems, billing applications and services
throughout the enterprise, such as Quickbooks, Zuora, Drupal and more, in order to
create a seamless connectivity, synchronize contacts, and incorporate transactions.
Moreover, credit card, debit card and other other valuable financial information is
kept safe and secure as the PayPal connector is built and managed on the MuleSoft
Anypoint™ Platform - thereby ensuring data integrity, guarding from security attacks
and more. The PayPal connector enables instant API connectivity to numerous
PayPal APIs, providing a way to interface with the PayPal accounts and services
from CloudHub or Mule ESB.
7
Zuora Connector
Synchronize data and automate business processes between Zuora and third party
accounting, billing and tax related applications.
Description
Connect with customers everywhere with instant API connectivity via MuleSoft’s
Anypoint Zuora connector. As one of the most popular online recurring billing and
payment systems, Zuora provides solutions for SaaS and subscription businesses.
By pairing Zuora with the MuleSoft Zuora Anypoint connector, businesses can
extend their billing application to better manage subscriptions and automate product
invoicing processes. With full access to the Zuora platform through the Zuora API,
businesses can perform operations such as managing subscriptions from a web
storefront, retrieving user information, and synchronizing catalogs with ERP
systems. Moreover, with instant API connectivity with the Zuora API, users can
easily configure integration with popular third party applications and systems such
as QuickBooks, Intacct, SalesForce, PayPal, and FreshBooks. The Anypoint Zuora
connectors provides users with access to Zuora APIs such as Zuora REST API and
the Zuora SOAP API all from within the MuleSoft Anypoint™ Platform.
8
Salesforce to NetSuite Account - Customer Broadcast
Real time synchronization of Accounts from Salesforce to Customers in NetSuite.
Description
Broadcast new Accounts or updates to existing Accounts in Salesforce to NetSuite
as Customers in real time. This template can be used to ensure that the Customer
(account) information in NetS uite remains updated to the changes in Salesforce.
The detection criteria, and fields that should be integrated are configurable.
Additional systems can be added to be notified of the changes. Real time
synchronization is achieved either via rapid polling of Salesforce or Outbound
Notifications to reduce the number of API calls. This template uses batch
processing and watermarking capabilities within the Anypoint Platform to ensure
that we efficiently process large amounts of records.
9
Salesforce to NetSuite Opportunity - Sales Order
Broadcast
Real time synchronization of Opportunities from Salesforce to Sales orders in
NetSuite.
Description
Broadcast changes or creations of Opportunities from Salesforce to NetSuite as
Sales Orders in real time. This template can be used as a part of implementing the
quote to cash process in the enterprise. The detection criteria, and fields that should
be moved are configurable. Additional systems can be added to be notified of the
changes. Real time synchronization is achieved either via rapid polling of Salesforce
or Outbound Notifications to reduce the number of API calls. This template uses
both our batching and our watermarking capabilities to ensure that only recent
changes are captured and that it can efficiently process large amounts of records.
10
Salesforce and NetSuite Opportunity Migration
Migrate a large set of opportunities from Salesforce to NetSuite.
Description
This template is designed to move a large set of opportunities from Salesforce to
NetSuite. It is triggered by a http call so it can be used manually or
programmatically. Opportunities are upserted so that the migration can be run
multiple times without creating duplicates. This template uses our batch module to
make the act of moving a large set of data easier and more transparent.

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Finance connectors with mule

  • 2. • Financial services firms find themselves in a tight spot trying to juggle a rapidly changing and evolving set of business imperatives. Operational inefficiencies, disparate systems, legacy technology and information security concerns stand in the way of launching new products and revenue opportunities. Financial institutions need a new way to connect traditional delivery channels with emerging digital business models. 2 Source: Mulesoft
  • 3. 3 Sync data and automate business processes between QuickBooks online and desktop across third party apps - on premise or in the cloud. Description Expand the capabilities of Intuit QuickBooks by creating connectivity to hundreds of third party SaaS applications and services with the Anypoint QuickBooks connector from MuleSoft. With the QuickBooks connector, businesses can quickly and easily synchronize data and automate business processes across third party CRM and accounting applications and services such as Salesforce, Zoho CRM, and Zuora. The QuickBooks connector enables seamless connectivity to the QuickBooks API, allowing users to quickly consume and synchronize data. Moreover, the QuickBooks plugin makes it simple for businesses to integrate and streamline business processes from one application to another - such as customer account, product, and invoice creation. With the QuickBooks connector from MuleSoft, users can avoid complex custom integrations and instead instantly integrate QuickBooks tomanage finance from anywhere.
  • 4. 4 Avalara Connector Synchronize data and automate processes between Avalara and third party accounting applications. Description Synchronize financial data between Avalara and third party ERP, accounting, e- commerce applications and services throughout the enterprise to automate tax calculations, filings, certificates and more with the MuleSoft Anypoint Avalara connector. Avalara provides robust sales tax management services that can be quickly and easily integrated with major applications throughout the enterprise such as SAP, QuickBooks, Zuora and more. The Anypoint Avalara connector makes it simple for users to interface with Avalara APIs without having to learn and interface with the Avalara tax platform directly. The Avalara connector makes it simple to connect with AvaTax Calc REST API or AvaTax Calc SOAP API in order to integrate Avalara functionality, including address validation, IRS forms completion and more. The Anypoint Avalara connector enables seamless integration across databases, SaaS applications and services, and much more - easily manageable and accessible from within the MuleSoft Anypoint™ Platform.
  • 5. 5 FreshBooks Connector Synchronize data and automate business processes between FreshBooks and third party applications, either on premise or in the cloud. Description Easily integrate invoicing, accounting and billing services across the entire enterprise, between FreshBooks and other third party applications with the Anypoint FreshBooks connector from MuleSoft. The Anypoint FreshBooks connector offers instant API connectivity with the FreshBooks platform allowing organizations to synchronize data and automate business processes between Freshbooks and third party applications, either on premise or in the cloud. Product and financial information can easily be synchronized with third party applications such as Basecamp, MailChimp, Salesforce, PayPal, and Quickbooks creating connectivity across disparate systems and services. The FreshBooks connector, along with the MuleSoft Anypoint™ Platform, helps businesses expand the capabilities of FreshBooks, enabling users to reduce double data entry and automate common invoicing and accounting business processes.
  • 6. 6 Paypal Connector Synchronize data and automate business processes between PayPal and third party applications, either on premise or in the cloud. Description Quickly, easily and securely extend the capabilities of PayPal throughout the enterprise with the Anypoint PayPal connector from MuleSoft. The Anypoint PayPal connector makes it simple to manage accounts, authorize payments, send and receive money, query transactions, and much more without having to interface with the PayPal platform directly. PayPal users can integrate their PayPal accounts with numerous ecommerce, CRM, CMS, POS systems, billing applications and services throughout the enterprise, such as Quickbooks, Zuora, Drupal and more, in order to create a seamless connectivity, synchronize contacts, and incorporate transactions. Moreover, credit card, debit card and other other valuable financial information is kept safe and secure as the PayPal connector is built and managed on the MuleSoft Anypoint™ Platform - thereby ensuring data integrity, guarding from security attacks and more. The PayPal connector enables instant API connectivity to numerous PayPal APIs, providing a way to interface with the PayPal accounts and services from CloudHub or Mule ESB.
  • 7. 7 Zuora Connector Synchronize data and automate business processes between Zuora and third party accounting, billing and tax related applications. Description Connect with customers everywhere with instant API connectivity via MuleSoft’s Anypoint Zuora connector. As one of the most popular online recurring billing and payment systems, Zuora provides solutions for SaaS and subscription businesses. By pairing Zuora with the MuleSoft Zuora Anypoint connector, businesses can extend their billing application to better manage subscriptions and automate product invoicing processes. With full access to the Zuora platform through the Zuora API, businesses can perform operations such as managing subscriptions from a web storefront, retrieving user information, and synchronizing catalogs with ERP systems. Moreover, with instant API connectivity with the Zuora API, users can easily configure integration with popular third party applications and systems such as QuickBooks, Intacct, SalesForce, PayPal, and FreshBooks. The Anypoint Zuora connectors provides users with access to Zuora APIs such as Zuora REST API and the Zuora SOAP API all from within the MuleSoft Anypoint™ Platform.
  • 8. 8 Salesforce to NetSuite Account - Customer Broadcast Real time synchronization of Accounts from Salesforce to Customers in NetSuite. Description Broadcast new Accounts or updates to existing Accounts in Salesforce to NetSuite as Customers in real time. This template can be used to ensure that the Customer (account) information in NetS uite remains updated to the changes in Salesforce. The detection criteria, and fields that should be integrated are configurable. Additional systems can be added to be notified of the changes. Real time synchronization is achieved either via rapid polling of Salesforce or Outbound Notifications to reduce the number of API calls. This template uses batch processing and watermarking capabilities within the Anypoint Platform to ensure that we efficiently process large amounts of records.
  • 9. 9 Salesforce to NetSuite Opportunity - Sales Order Broadcast Real time synchronization of Opportunities from Salesforce to Sales orders in NetSuite. Description Broadcast changes or creations of Opportunities from Salesforce to NetSuite as Sales Orders in real time. This template can be used as a part of implementing the quote to cash process in the enterprise. The detection criteria, and fields that should be moved are configurable. Additional systems can be added to be notified of the changes. Real time synchronization is achieved either via rapid polling of Salesforce or Outbound Notifications to reduce the number of API calls. This template uses both our batching and our watermarking capabilities to ensure that only recent changes are captured and that it can efficiently process large amounts of records.
  • 10. 10 Salesforce and NetSuite Opportunity Migration Migrate a large set of opportunities from Salesforce to NetSuite. Description This template is designed to move a large set of opportunities from Salesforce to NetSuite. It is triggered by a http call so it can be used manually or programmatically. Opportunities are upserted so that the migration can be run multiple times without creating duplicates. This template uses our batch module to make the act of moving a large set of data easier and more transparent.