EBP is a powerful tool for managing quotes, invoices, and accounting, but it isn’t designed for mobile use: no customer maps, no round optimization, and no offline mode for visiting customers without a network connection. As a result, your field sales representatives rarely use EBP on a daily basis during their visits, and the risk of duplicate data entry or inconsistent data increases. By connecting Moovago to EBP via an API, each team can continue using the tool best suited to its needs, and data flows automatically between the two systems.

EBP, a long-standing leader in management solutions for French microbusinesses and small and medium-sized enterprises

For more than 30 years, EBP has been helping small and medium-sized French businesses manage their day-to-day operations. The software provider offers a range of software solutions designed to be user-friendly, even for those without advanced technical skills, making it a go-to choice for tradespeople, retailers, and SMEs.

Depending on the company’s needs, EBP covers, among other things:

  • preparing estimates and invoices,
  • monitoring payments and cash flow,
  • accounting and payroll,
  • inventory management,
  • and managing customer relationships.

This broad functional scope makes it a key tool for many companies, but it often remains disconnected from the day-to-day work of teams on the ground.

Benefits of an API connection between EBP and Moovago

A single customer file, kept up to date everywhere

Rather than updating a customer record in Moovago and then re-entering the same information in EBP (or vice versa), the API connection automatically syncs the information between the two tools. A change of address, a new contact, or a status update entered in one system is automatically reflected in the other, without any manual intervention.

Sales revenue that is immediately visible on the ground

Data on invoices and payments received in EBP can be automatically synced with Moovago’s customer records. This means your sales reps know—even before they arrive at a customer’s location—the status of the account: recent orders, total amount billed, and any outstanding balances. This ensures they arrive at the meeting with the right selling points.

Better coordination between the field and the office

Information no longer flows in just one direction. The visits, reports, and opportunities entered by your sales reps in Moovago can be synced with EBP, giving your administrative teams a complete picture of sales activity without having to wait for a weekly update or manual reporting.

Specific examples of possible automation

Once the API connection between Moovago and EBP is set up, several automation scenarios become possible. Here are a few examples:

moovago icon
A sales representative edits a company's profile
EBP integration
The corresponding record is updated in EBP
moovago icon
A case is marked as "Won" (Business tracking)
EBP integration
A quote is automatically generated in EBP
EBP integration
A quote has been approved
moovago icon
The amount is added to the sales revenue module
EBP integration
An invoice has been paid
moovago icon
The customer account status changes from "Prospect" to "Customer"
EBP integration
A customer's contact information is updated
moovago icon
The corresponding company record is updated
moovago icon
A new company is created with "Prospect" status
EBP integration
The corresponding contact is created

These automations are examples: depending on your organization, other scenarios can be custom-built using the API.

Want to integrate EBP and Moovago to make your teams' day-to-day work easier?