Case Study Information
Summary
A custom API-based data integration between QuickBooks Desktop and Esker. The system was designed as a desktop executable file that the Lumitec team could run at any time. When run, the file would sync Invoices back and forth between QuickBooks Desktop and Esker.
The Challenge
Our Client was facing a challenge of ensuring that Invoices were paid in a timely manner, and then marked as paid. Their old way of doing this consisted of manually moving Invoices to and from each system, costing them many hours of work. Our integration was designed to save them time and ensure nothing was missed.
The Solution
Pell Software designed and developed a robust, automated data integration system to eliminate the client’s manual data entry tasks. Our solution was built on a modern, highly scalable Microsoft stack, including C# .NET Core and Microsoft Azure.
A bespoke data synchronization process was developed to connect QuickBooks Desktop withEsking, facilitating the automated transfer of information to maintain parity between the two platforms. To guarantee long-term stability, we established in-depth application logging for performance monitoring and issue resolution. All confidential credentials, such as API keys and passwords, were protected with at-rest encryption in a secure SQL database. The project concluded with a rigorous quality assurance phase and final user acceptance testing to confirm all objectives were achieved before deployment.
The Outcome
Our client saw an immediate and powerful return on their investment by transforming a tedious manual process into a seamless automated workflow. The new system instantly saved the team countless hours, freeing them from data management to focus on driving business growth. They now operate on a dependable, secure, and scalable platform that guarantees their data is always accurate and their processes run smoother than ever. This project is a perfect example of how we deliver flexible, long-lasting solutions that solve real-world business problems and create tangible value.
Date
September, 2024 – October, 2024
We started work on Phase 1 of the application in September 2024 and finished in October 2024. However, our team has been making improvements and adjustments such as adding new data points to be synced between the two systems
Major Features
- Automated Data Sync: Developed a custom bi-lateral integration routine to automatically sync Invoices to and from QuickBooks Desktop and Esker , eliminating the need for manual data entry.
- Data Mapping: Precisely mapped and synced data fields for Invoices to ensure information was accurately transferred between the two systems.
- Robust Logging: Built application-level logging to store detailed data on API requests and system activity, enabling long-term monitoring and maintenance.
- Secure Data Handling: Ensured all sensitive data, including API keys and passwords, were encrypted at rest within a secure SQL database and protected in transit via HTTPS.
- Quality Assurance: Conducted end-to-end system testing and a client acceptance phase to ensure the solution met all requirements and performed reliably.
Technologies Used & Keywords
Custom Software Development, Data Integration, API Integration, System Integration, Workflow Automation, Custom Middleware, Process Automation, Desktop Application Development, QuickBooks Desktop Integration, Esker Integration, QuickBooks API, Esker API, QBD Integration, QuickBooks Automation, Invoice Automation, Accounts Payable (AP) Automation, Financial Data Sync, Automated Data Synchronization, Eliminate Manual Data Entry, Reduce Human Error, Bi-directional Sync, Data Mapping, Secure Data Handling, Data Encryption, C# .NET, .NET Core, Microsoft Azure, Custom API Development
Client
Client Industry
Lighting
Client Description
Lumitec is firmly established as the market leader in marine LED lighting with our SeaBlaze underwater series, Capri and Caprera spreader lights, and Maxillume flood lighting – all setting the benchmark as top-of-class leaders. Our commitment to quality and cutting-edge innovation has made Lumitec the premier brand in marine LED lighting, and we will strive to continue leading the way as we expand our product offerings into new lighting markets.
