Uniconta integration
Invoice questions, answered fast
Connect Uniconta to Herodesk and see the customer’s balance, open items, invoices and sales orders next to every conversation, matched by their email.
Free VIP onboarding included for every customer.
See all integrationsHelpdesk for Uniconta
The customer’s account, next to their question
Herodesk finds the Uniconta customer by the contact’s email, also through invoice emails and contact persons. Their balance, invoices and sales orders are in the sidebar when you open the conversation.
- See what they owe.
- Balance, overdue amount and open items are right there, with a warning when the customer is over their credit limit.
- Send the invoice in a click.
- Open recent invoices with their lines and download the invoice PDF to attach to your reply.
- Find any order.
- See the customer’s recent sales orders, or look one up by its order number while you write.
Contact sync
Herodesk ProKeep Herodesk contacts up to date from Uniconta
Make Uniconta the source of truth for your contacts. Herodesk copies the fields you map from the Uniconta customer or contact person, matched by email, and can update the contact’s company too. Nothing is written back to Uniconta.
The Uniconta widget works on every Herodesk plan. Contact sync is part of Herodesk Pro only.
- Map the fields you need
- Choose which Uniconta fields fill which Herodesk contact and company fields, or create new custom fields for them.
- Fill gaps, or overwrite
- Only fill fields that are empty in Herodesk, or let Uniconta overwrite them every time.
AI agents
What the AI agent can do with Uniconta
The AI agent can recognise which customer and company it is talking to, so every answer starts from the right account. Balances, invoices and orders stay in the panel for your team.
- Look up the CRM contact and company
Hi, it’s Emma from Nordwind. Can someone help with our account?
- Look up the CRM contact and company
Hi Emma! I can see you’re with Nordwind ApS. I’ve passed your account question to our team, and they’ll have your invoices in front of them.
Features
Everything the Uniconta integration includes
Connects with a Uniconta server user and finds the customer automatically by email.
- Automatic customer lookup
- Matches the contact’s email to the Uniconta customer, also through invoice emails and contact persons.
- Balance and credit limit
- See the balance and the overdue amount, with a warning when the credit limit is exceeded.
- Invoices and PDFs
- Recent invoices with their lines, and the invoice PDF ready to download.
- Sales orders
- Recent sales orders, plus lookup of the customer’s orders by order number.
- Link the right customer
- No match? Search Uniconta customers by name or number and add the email as a contact person.
- Notes in Uniconta
- Write a note on the Uniconta customer from the conversation, with your name and the conversation added.
Give your team time back
Start your free trial with free VIP onboarding. Meet a product specialist online and get personal help until everything is up and running to your satisfaction.
Ken Primby
CEO · Pluspige
From a Herodesk customer
4 to 6
hours saved on cleanup after live sales
Read the customer story“Herodesk brought all our channels together, saved us several hours of manual cleanup after our live sales and gave the team a clear overview.”