WinMentor Integration

Section: Finance & Accounting
URL: /admin/winmentor
Page title: (2) WinMENTOR

Overview

Bidirectional integration with WinMentor ERP.

Business value

Bidirectional integration with WinMentor ERP — similar to SAGA, lets accounting stay in WinMentor while ops runs in CRMconnect.

• Who uses it: Finance, controller, external accountant
• Key benefit: Best-of-breed: keep WinMentor for accounting compliance, gain CRMconnect for ops.

Typical use cases:

• Sync invoices and payments to WinMentor
• Pull WinMentor master data into the CRM

At a glance

Accessing this module

From the admin sidebar, navigate to WinMentor Integration, or open the URL directly:

/admin/winmentor

List view

The list view shows existing winmentor integration records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open WinMentor Integration from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/winmentor