USR Connect help
USR Connect links USR apps with the tools you already run, with single sign-on and data sync. Map a tool once to a shared record, and every USR app can use it, so nothing is typed twice. Keep the tools that work, and replace them later, one team at a time, only if you choose. USR Connect is included with every paid suite.
Welcome to USR Connect
USR Connect links USR apps with the tools you already run, with single sign-on and data sync. Map a tool once to a shared record, and every USR app can use it, so nothing is typed twice. Keep the tools that work, and replace them later, one team at a time, only if you choose. USR Connect is included with every paid suite.
- Single sign-on with Google, Microsoft or your company SSO
- Two-way sync of people, customers, invoices, tasks and tickets
- Accounting, CRM, files, commerce, payments, ERP and HR tools
- Your own system by REST API, webhook, CSV or SFTP file, or a read-only database
- The USR Connect agent links tools on your own computer, such as TallyPrime
- Sync runs with every record moved, and Retry failed records
A year in USR Connect
| When | What happens | Who |
|---|---|---|
| When you start | Turn on Sign-in & SSO. List your tools in Your systems. | Admin |
| First week | Connect your most-used tool. Approve the connection. | Admin, approver |
| Every day | Connections run on their schedule. Glance at errors. | Admin |
| Every week | Open Sync runs; retry failed records. | Admin |
| When you add a tool | Map it to a shared record once. | Admin or partner |
| When you replace a tool | Move that team to the USR app, then turn the connection off. | Admin |
Key ideas in simple words
- Connection. A link between USR and an outside tool.
- Shared record. A person, customer, vendor or invoice that every USR app uses.
- Direction. Into USR, out of USR, or both ways.
- Sync run. One time a connection moved records.
- USR Connect agent. A small programme on your computer that links tools such as TallyPrime to USR. It connects out over HTTPS, so nothing needs to be opened on your firewall.
- SSO. One sign-in for every app.
GOOD TO KNOW: A new connection waits as Pending approval until an approver allows it, because it moves company data.
Who does what
| Role | What you do | What you see |
|---|---|---|
| Admin | Adds connections, maps fields, watches sync runs | Connections, Sync runs |
| Approver | Approves new connections | Approvals |
| IT team | Sets up company SSO and the USR Connect agent | Sign-in & SSO |
| Partner | Sets up connections for a customer | The customer's connections |
Quick start
- Open USR One > Your systems and list the tools each department uses.
- Open Connections and click Connect a tool.
- Choose the tool and the shared record, such as Customers.
- Match fields, choose the direction and the schedule.
- Submit for approval. When approved, the first sync run starts.
YOU SHOULD SEE: The connection shows Live, and Sync runs lists the records moved.
Features step by step
5.1 Your systems
Which tools each department uses, where data is typed twice, and your choice for each gap: Keep and connect, or replace.
Tip: Start with the tool where data is typed twice most.
5.2 Connections
Each tool with its record, direction, schedule and status (Live, Error, Pending approval). Connect a tool from the list or build your own.
Tip: One connection per tool per record.
5.3 Sync runs
Every run with records moved and failed. Open a run and read the Detail text.
Tip: Retry failed records after you fix the cause.
5.4 Sign-in & SSO
One login for all USR Apps: USR login, Google, Microsoft or company SSO, with Directory sync to add and remove people automatically.
Tip: Turn on SSO before inviting everyone.
5.5 API & events
API keys and webhooks for your own systems. Events every USR app publishes, newest first.
Tip: Give each key a name and remove keys you no longer use.
5.6 USR Connect agent
Download it from One USR settings and install it on the computer that runs the tool, such as TallyPrime.
Tip: Keep that computer on during sync times.
BEING COMPLETED: More ready-made connections; until then use the REST API, webhook or file options. Nothing here is promised by date.
Works with other USR apps
USR Connect shares one record with every USR app. Add these next to save more typing:
| App | What flows |
|---|---|
| USR One | Every app shares the records Connect brings in. |
| USR Tally | Ready-made sync with TallyPrime. |
| USR HRIS | People from your HR tool. |
| USR Books | Invoices and payments from your billing tool. |
If something is not working
| Problem | What to do |
|---|---|
| A connection shows Error | Open Sync runs and read the Detail text. Fix the sheet or the rule, then click Retry failed records. |
| A new connection is Pending approval | Ask the approver to open Approvals and approve it. |
| TallyPrime does not sync | Check that the USR Connect agent is running on the computer that has TallyPrime. |
| People cannot sign in with SSO | Check Sign-in & SSO, and that the person's email matches. |
| I cannot sign in | Use the same Google account or employee ID as before. Ask your admin to reset your PIN. |
| A page is missing | Menus follow your access. Ask your admin. |
Questions people ask
What does USR Connect cost? It is included with every paid suite and with USR One.
Which tools can I connect? Accounting, CRM, files, commerce, payments, ERP and HR tools, or your own system.
Do I need to open my firewall? No. The USR Connect agent connects out over HTTPS.
Must I replace my tools? No. Keep the tools that work; replace one team at a time only if you choose.
Glossary: words you will see
- API. a way for two systems to talk
- Webhook. a message a system sends when something happens
- SFTP. a safe way to send files between systems
- Mapping. matching a field in your tool to a field in USR
USR Connect shares one record with these apps
No retyping between apps: data entered once flows to the next app, on the same login.
USR Connect is part of USR One. Operations Suite from ₹399 ($10) per seat a month, or every app in USR One Complete. Free for up to 10 people.
See USR One
