This out-of-the-box integration automatically syncs contacts, companies, and orders from your Pohoda accounting software into Daktela.
In addition to data synchronization, the integration can also display important financial details like balance, turnover, and receivables. This gives your agents immediate context about a caller's financial history, allowing for faster and more informed customer service without needing to switch systems.
Setup is simple and takes around 15 minutes. You will first need to generate an API key within your Pohoda application.
Configuration is then completed in the Daktela GUI under Manage > Integrations, where you will enter your API key to authenticate and then map the relevant data fields.
