This document describes several financial connectors that integrate QuickBooks, Avalara, FreshBooks, PayPal, and Zuora with third party applications. It also includes templates for synchronizing data between Salesforce and NetSuite in real-time, including accounts/customers and opportunities/sales orders. The connectors and templates are provided through Anypoint Platform and allow automation of processes like tax calculation, payment processing, and order management between various financial and CRM systems.

1. Anypoint Finance
Connectors
Anypoint Finance
Connectors

2. 2
QuickBooks Connector
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.

3. 3
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.

4. 4
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.

5. 5
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

6. 6
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.

7. 7
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.

8. 8
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.

9. 9
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.