Yes. Krokul CRM sends deal payment plans to the Finmap payment calendar as expected income. When a manager changes the amount or the due date, the plan in Finmap updates on its own, and a paid or deleted plan leaves the calendar.
A manager adds an expected payment with a due date to the deal. Krokul creates an income operation in Finmap on the due date for the amount still to be paid, on the account you chose when connecting. The finance person sees the expected money in the payment calendar without opening the CRM.
The client asked to move the payment, and the manager changed the due date on the deal. Krokul finds its operation in Finmap by its own identifier and moves it to the new date. The amount updates the same way when the deal value changes.
The client paid half. Krokul reduces the plan in Finmap to the amount still to be received, and the calendar shows exactly that. When the plan is paid in full, Krokul removes it from the calendar.
A past date in Finmap would mean money already received. So an overdue plan moves to the next day every day with an «overdue since» note and the due date. The finance person sees the debt in the calendar until the client pays or the manager removes the plan.
| Krokul | Direction | Finmap | When |
|---|---|---|---|
| Deal payment plan with a due date | Krokul → Finmap | Income operation (operations/income): date, amount, account, category | A manager added a payment plan |
| New amount or due date of the plan | Krokul → Finmap | The same operation by externalId | A manager changed the plan |
| Partial payment | Krokul → Finmap | The operation amount drops to the balance | Part of the payment arrived |
| Paid or deleted plan | Krokul → Finmap | The operation is deleted by externalId | The plan is closed or removed |
| Overdue plan | Krokul → Finmap | The operation date moves to tomorrow with an «overdue since» note | Daily while the plan is open |
No. Krokul sends only plans in the currency of the account chosen when connecting. For a plan in another currency, the connection log shows the reason.
Krokul deletes a paid plan from the Finmap calendar. If the payment is partial, the plan stays for the balance.
No. The connection is outgoing, so Krokul only writes expected income to Finmap. Actual receipts reach Krokul from the bank or are entered on the deal.
The Finmap refusal text is in the send log on the connection page. Most often it is a key without API access or an account that is missing in the Finmap workspace.
The connection works in one direction. Krokul writes expected income to Finmap and reads nothing from Finmap, so actual Finmap operations do not reach Krokul. A Finmap plan with API access is required.
Tell us which service you use and what should move between it and Krokul. We reply with the way to do it and when it will be ready.
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Finmap is a trademark of its owner. Krokul is not affiliated with Finmap.