Dotsquares integrated Zoho CRM and Xero with custom APIs for ATHE, automating invoice management. Real-time synchronisation, secure data handling, and user training eliminated errors, reduced costs, and boosted customer satisfaction, driving operational efficiency and growth for the training centre.
ATHE, established in 2011, is a leading global awarding organisation regulated by Ofqual and international bodies. Operating in 55+ countries with over 280 recognised centres, it offers vocational qualifications from Levels 3 to 7 in fields like business, management, law, and healthcare, many eligible for UK funding. ATHE has certified over 40,000 learners and provides bespoke qualifications, enabling progression to Bachelor’s and Master’s Top-Up degrees at more than 25 universities worldwide.
ATHE’s training centre faced inefficiencies with a manual invoice management process, requiring updates in Zoho CRM and WordPress, which was error-prone and time-consuming. Challenges included mapping data fields between Zoho CRM and Xero for accurate alignment, ensuring real-time synchronisation for data consistency, and customising systems to meet specific needs. Data security and privacy were critical due to sensitive information transfers, and user training was essential for adopting the new automated system.
Dotsquares developed custom APIs to integrate Zoho CRM, Xero, and the WordPress website, enabling seamless data transfers and automated invoicing. We meticulously mapped data fields to ensure accuracy and established synchronisation mechanisms for real-time updates. Secure authentication protocols, including encryption and HTTPS, protected sensitive data, with strict access controls to prevent unauthorised access. Error handling mechanisms facilitated timely issue resolution, while comprehensive training and support ensured smooth user adoption of the new system.
The custom API integration of Zoho CRM and Xero revolutionised ATHE’s invoice management, eliminating manual errors and enhancing data consistency. Automated financial processes reduced operational costs and improved invoicing speed, boosting customer satisfaction and loyalty. The solution delivered a strong return on investment, positioning ATHE for continued growth and demonstrating their commitment to innovation and operational excellence.