18 Square 9 Software Integration Possibilities for ECM

software integration

(3.5-min read)

“I love it when a plan comes together.” – Hannibal, A-Team

When it comes to managing day-to-day business concerns, there’s nothing like a well-oiled business automation software system. However, when these business software systems fail to communicate with another, their purpose becomes fragmented and leads to tedious extra steps. It’s for this reason that we’re thrilled to be authorized resellers of Square 9’s Electronic Content Management Systems — systems with a reputation for playing nicely with many of your favorite software tools. Enjoy the following overview of just a few of these systems that communicate with Square 9’s ECM GlobalSearch systems. 

DocuSign

Does your business utilize digital signatures? The well-known e-signature service DocuSign allows users to use the service within their managed Square 9 documents. 

SalesForce

This behemoth customer relationship management system is able to help users better sync with ECM documents with their CRM, also using Square 9’s GlobalSearch search functionality. 

QuickBooks

Need to find accounting details in QuickBooks to use for Square 9 ECM services? QuickBooks Connections makes this possible with ease. 

DropBox

Easily share Square 9 ECM documents with users using the secure share functionality of DropBox. 

Microsoft Dynamics GP

Accounting process integration is a snap when using Square 9’s GlobalSearch within Microsoft Dynamics GP. 

Microsoft Dynamics NAV

Make full AP coding and automation simple and cut down on duplicate data entry with Square 9’s GlobalSearch function when used with Microsoft Dynamics NAV. 

Microsoft Dynamics SL

Export AP invoice data using Square 9’s GlobalSearch function within Microsoft Dynamics SL. 

Microsoft Dynamics AX 2009

Scan AP invoices using GlobalSearch and integrate them into Microsoft Dynamics AX 2009 for approval. 

Sage 100 MAS 90 + 100

Are you a fan of Sage 100? These accounting systems integrate with Square’s GlobalSearch function for data review. 

Sage 100 Contractor

Get the perks of using Sage 100 Contractor with Square 9’s GlobalSearch to reduce many time-consuming data processing and scheduling tasks. 

Sage 300 Construction

Store your Sage 300 Construction PO or AP invoices within GlobalSearch for secure storage and quick recall. You can also create workflows based on the stored data. 

Open One by ATS

Merge financial data, customer billing info, and other data such as outages using GlobalSearch for a simple, seamless one-click process. 

Info Syteline

Being that Syteline using the same .NET platform as Microsoft .NET, GlobalSearch’s communication with Syteline means bi-directional data integration made easier. 

Tyler Technologies’ Munis

Enjoy full AP automation for municipal accounting departments by combining Munis along with GlobalSearch. 

Macola

Being that it is based on a SQL Server system, Macola, a favorite accounting system, can pull data using GlobalSearch. 

CostPoint by Deltek

Process AP invoice data bi-directionally using CostPoint in conjunction with GlobalSearch. 

PC Law by LexisNexis

Make legal document filing and document search easier with GlobalSearch integration. 

SAP

The Accounts Payment department of the trans-shipment company has integrated using GlobalSearch functionality, including document workflow, to manage shipment across four continents. 


Learn more about each of these Square 9 Integrated Solutions and reach out to a JD Young representative today.