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Commercient File SYNC(PDF, Excel, Word, xls, doc, JPG, PNG, CAD, any type)

Sync your files to Salesforce.

Overview

AI-powered SYNC that brings your Commercient File SYNC data—accounts, orders, contacts, products, and more—right into Salesforce. Everything you need, always ready.

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See How Commercient File SYNC(PDF, Excel, Word, xls, doc, JPG, PNG, CAD, any type) Works

  • Commercient can integrate your documents to your CRM through File SYNC. The documents that can be synced are: PDFs, JPG/PNG/BMP, DOCs, XLS/XLSX, TXT, CSV, *.*, quotes, estimates, orders, plans, architectural docs, cut sheets, PCB Gerber files etc.

  • Document sync allows you to sync invoice PDFs to your Account Records, which can help customers access information in one location.

  • With File SYNC, a CAD drawing/JPG/PNG/XLS document can be synced to Opportunity and this can provide more accurate quotes and sales information.

"⭐⭐⭐⭐⭐ ""SYNC helps when it gets down to the quoting aspect. We can quickly pull up information from previous jobs and similar jobs."" – Tim Zeliesko, COO at Miller Plastic Products When your ERP and Salesforce each hold a different version of the truth, decisions slow down and errors creep in. Commercient brings both sides into agreement, giving sales, finance, and operations teams a single set of facts to work from. The foundation is the Data Lake, where ERP, Salesforce, and eCommerce data all land in one place. SYNC takes it from there, keeping orders, invoices, inventory, and pricing up to date across systems automatically, no manual entry, no lag. That live, unified data is what AI agents need to do their best work: surfacing opportunities, supporting customers, and informing pricing decisions in real time. MCP governs everything underneath, ensuring each agent accesses only the data it needs for the task at hand. The result is a business that runs on accurate information and that gets smarter every day."

Categories

Business Needs
Sales
Customer Service
Integration
Industries
Horizontal Product
Consumer Goods
Manufacturing
Personas
Administrator
Business User
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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