Pohoda

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sync:Automated CRM Data Sync;chart:Always Up-to-Date CRM Data;zap:Instant Caller Identification

This out-of-the-box integration connects your Pohoda accounting software with Daktela, keeping your Daktela CRM records synchronised with the data in Pohoda.

The moment a customer calls, your agents have their contact profile right in front of them — no manual lookups, no context switching, no wasted time. The connection runs via Pohoda's mServer, so your CRM stays aligned with your accounting system.

Key Features:

Setup Overview

In Pohoda, an administrator sets up mServer following Pohoda's own documentation so it can serve data to Daktela.

Configuration is then completed in the Daktela GUI under Manage > Integrations, where you will enter your mServer address and port into the Instance URL field (e.g. https://yourserver.com:50443), your Pohoda login into the User name and Password fields, and your company's ICO (business identification number) into the Ico field. Select the target CRM database, click Authorise, then map the relevant data fields.

sync:Automated CRM Data Sync;chart:Always Up-to-Date CRM Data;zap:Instant Caller Identification