Turn Archie CRM deals into Unit4 sales orders
When a deal is won in Archie CRM, Coheed creates the matching sales order in Unit4 automatically — no rekeying and no missed orders.
Tool Connectors
Connect Archie CRM to Unit4
Coheed unifies your CRM and ERP systems — syncing data, catching quality issues, and automating the workflows between Archie CRM and Unit4 so your teams stop rekeying and start acting.
What you can automate between Archie CRM and Unit4
Push Unit4 invoices and payment status back to Archie CRM
Give sales and customer success live visibility of billing and outstanding payments from Unit4 right on the Archie CRM record.
Quote with live Unit4 pricing and stock inside Archie CRM
Surface real-time ERP pricing, discounts, and availability from Unit4 so reps quote accurately without leaving Archie CRM.
Keep accounts and contacts consistent across Archie CRM and Unit4
Bi-directional sync of company, contact, and address data prevents duplicates and keeps a single source of truth.
Run Unit4 credit checks before a Archie CRM deal closes
Flag credit limits and overdue balances from Unit4 so sales avoids orders that finance would block.
How the Archie CRM to Unit4 integration works
- 1
Connect Archie CRM and Unit4
Authenticate both systems with secure OAuth or API keys. No engineering project required.
- 2
Map your entities
Coheed auto-detects accounts, orders, and products and proposes the right field mappings for you to confirm.
- 3
Go live and automate
Switch on real-time or scheduled sync and let Coheed's agents keep Archie CRM and Unit4 aligned and flag issues automatically.
FAQ
Archie CRM + Unit4 FAQ
How do I connect Archie CRM to Unit4?
Connect both Archie CRM and Unit4 to Coheed, confirm the suggested field mappings, and turn on sync. Most teams are live within minutes — no custom development needed.
Is the Archie CRM and Unit4 integration real-time?
Yes. Coheed supports real-time sync where it matters and scheduled sync where that is more practical, so Archie CRM and Unit4 stay aligned without overloading either system.
What data syncs between Archie CRM and Unit4?
Coheed maps the operational entities both systems share — such as accounts, contacts, orders, products, and pricing — and keeps them consistent across Archie CRM and Unit4.
More Archie CRM integrations
Ready to connect Archie CRM and Unit4?
Tell us your current stack and we will map the fastest path to a working integration.