Product Suggestions
I would like the credit limit to be pulled from the Customer in Unleashed and show on the company page in Prospect. This will be extremely helpful to our sales staff as they do not have any access to unleashed and use Prospect for all information.
Unleashed's API has been updated to now include their credit limit field, and in the latest CRM release this is being sync'd to the Prospect CRM data, and can be seen on the "Unleashed" page on a customer record:
That's a fair suggestion, but unfortunately xero dont have this in their API either! That request is outstanding since 2020 but you can vote on it here: https://xero.uservoice.com/forums/5528-accounting-api/suggestions/39815554-customer-credit-limits-available-via-api
Hi Andrew
With the ability to integrate Xero into the system as a secondary integration is there any way to pull the credit limit into Prospect with the Xero API?
The Unleashed API doesnt currently provide the credit limit information so we're unable to integrate to it. We'll definitely raise this with them again but if you want to request it too then that can't do any harm !