The Account Sync Report extension provides comprehensive reporting and monitoring capabilities for financial account synchronization between CiviCRM and external accounting systems. This extension offers detailed insights into contact-level and invoice-level synchronization status, helping administrators track data integration, identify synchronization failures, and maintain accurate financial records across multiple systems.
Key Features:
- Contact-level account synchronization reporting
- Invoice-level synchronization status tracking
- Customizable report templates for different business needs
- Real-time synchronization status monitoring
- Export capabilities for external audit and analysis
- Financial Accuracy: Ensure consistent financial data across CiviCRM and accounting systems
- Operational Visibility: Monitor synchronization health and identify issues proactively
- Data Integrity: Track and resolve data discrepancies between systems
This extension is essential for organizations that need:
- QuickBooks Integration: Track contact and invoice sync with QuickBooks Online/Desktop
- Xero Synchronization: Monitor financial data synchronization with Xero accounting
- CiviCRM: 5.0 or higher (recommended 5.39+)
- PHP: 7.0 or higher (recommended 7.4+)
- Permissions: Access to CiviReport
- Integration: Active account synchronization system (QuickBooks, Xero, Sage, etc.)
This extension has not yet been published for installation via the web UI.
Sysadmins and developers may download the .zip file for this extension and
install it with the command-line tool cv.
cd <extension-dir>
cv dl com.skvare.accountsyncreport@https://github.com/Skvare/com.skvare.accountsyncreport/archive/master.zipSysadmins and developers may clone the Git repo for this extension and install it with the command-line tool cv.
git clone https://github.com/Skvare/com.skvare.accountsyncreport.git
cv en accountsyncreportAfter installation, the extension provides two specialized report templates:
- Navigate to Report Creation:
- Go to Administer > CiviReport > Create New Report from Template
- Or visit:
/civicrm/admin/report/template/list
- Available Report Templates:
- Account Sync for Contact: Contact-level synchronization reporting
- Account Sync for Invoice: Invoice-level synchronization tracking
This report provides detailed information about contact synchronization status with external accounting systems.
Contact Synchronization Status:
- Sync Status: Current synchronization state (Synced, Pending, Failed, Not Synced)
- Last Sync Date: Timestamp of most recent synchronization attempt
- External Account ID: Reference ID in the external accounting system
- Sync Errors: Detailed error messages for failed synchronizations
- Contact Details: Name, email, phone, and other identifying information
Filter Options:
- Date Range: Filter by sync date, creation date, or modification date
- Sync Status: Show only contacts with specific synchronization states
- Contact Type: Filter by Individual, Household, or Organization
- Account System: Filter by specific external accounting system
- Error Types: Focus on specific types of synchronization errors
- Issues: Report bugs and feature requests on GitHub Issues
Developed by Skvare, LLC for the CiviCRM community.
Skvare LLC specializes in CiviCRM development, Drupal integration, and providing technology solutions for nonprofit organizations, professional societies, membership-driven associations, and small businesses. We are committed to developing open source software that empowers our clients and the wider CiviCRM community.
Contact Information:
- Website: https://skvare.com
- Email: info@skvare.com
- GitHub: https://github.com/Skvare
Contact us for support or to learn more.
You might also be interested in other Skvare CiviCRM extensions:
- Database Custom Field Check: Prevents adding custom fields when table limits are reached
- Image Resize: Automatically resizes contact images for consistent display
- Registration Button Label: Customize button labels on event registration pages
- Unlink User Account: Safely unlink user accounts from contacts without deleting data
For a complete list of our open source contributions, visit our GitHub organization page.