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Cash

Connect OutSmart with Cash and manage customer, item, employee, warehouse, and work order sync.

Cash connects OutSmart with your Cash administration.

Use this section to set up the connection and manage what syncs in and out.

In this guide

What you do with Cash

  • import relations, materials, hour types, employees, and warehouses

  • export completed work orders to Cash as sales orders

  • create missing customers and articles in Cash during export when needed

  1. Start with What is Cash?.

  2. Then set up Cash.

  3. Then configure imports and exports.

  4. Use Troubleshoot Cash when a sync fails.

Important to know before you start

  • You need an active Cash integration license.

  • The connection uses a dedicated Cash API user.

  • OutSmart stores the Cash API credentials you enter.

  • You can connect one administration at a time.

  • Cash is the leading system for customer and article data.

  • The automatic sync runs every 15 minutes.

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