USR One + Connect help

See the screens

Sample company data. Screens can change as the app improves; the steps stay the same.

Welcome

USR One is the plan that gives you every USR app with one login, one bill and one set of shared records. You switch apps on or off for your company, choose who can use each app, and watch data move between apps on its own. USR Connect is the part that links USR to the tools you already use, such as TallyPrime, QuickBooks, Razorpay, Google Sheets or your own system. You map a tool once to a shared record, and every USR app can use it.

• Switch apps on or off for your company, and give each person the apps they need
• Shared records: a customer, vendor, item or employee is kept once and used by every app
• App-to-app flows, such as a won deal becoming a subscription and a first invoice
• One bill: a single GST invoice for every app, with a yearly saving
• Connections to accounting, CRM, files, commerce, payments, ERP and HR tools
• Sync runs that show what moved, what failed and why, with a retry button

Key ideas

• USR One. The plan with every USR app, one login and one bill.
• Shared record. A customer, vendor, item or employee kept once and used by every app.
• App-to-app flow. A rule that moves a record from one USR app to another.
• Connection. A link between USR and an outside tool.
• USR Connect. The part of USR that makes and runs connections.
• Sync run. One time a connection moved records.
• Possible duplicate. Two records that look like the same company, for example with the same GSTIN.
• USR Connect agent. A small programme on your computer that links tools such as TallyPrime to USR.
• SSO. One sign-in, such as Google or Microsoft, for every app.
• One bill. A single GST invoice for all your apps.

One login, one set of records. In USR One a customer is one shared record. Change it in USR CRM Lite and USR Billing, USR Books and USR Desk see it at once.

Apps that talk to each other. App-to-app flows run inside USR. A won deal in USR CRM Lite creates a subscription and a first invoice in USR Billing. A resolved ticket in USR Desk sends a survey in USR Feedback. It is the same record, not a copy.

Connect a tool once. You map a tool, such as TallyPrime, to a shared record one time. Tools on your own computer connect through the USR Connect agent. It connects out to USR over HTTPS, so nothing needs to be opened on your firewall.

Look after the syncs. Sync runs shows the reason for a failure in plain words. USR retries a failed record three times, then holds it. You fix the cause and click Retry failed records.

Features step by step

5.1 Overview: Apps in use, People, This month (price and saving), Records moved today, Outside tools, Possible duplicates, a picture of how apps share data, and Needs you with a button for each item.

5.2 Apps: Switch on or Switch off any app. Every app is included in USR One. Records stay safe when you switch off.

5.3 People and access: A table of people with a tick for each app. + Person adds someone; Export downloads the list. New joiners from USR HRIS get their department's apps automatically.

5.4 Shared records: Customers, vendors, items and employees used by every app. A Possible duplicate banner offers Merge. Check the GSTIN before you merge.

5.5 App-to-app flows: From, To, What moves and Last 30 days. Turn off stops a flow. Flows use the same record, not a copy.

5.6 One bill: Choose employees, billing (Yearly: pay for 10 months, use 12, or Monthly) and currency. One USR is ₹149 (US$1.8) per employee a month. INR excludes 18% GST. Mid-market (501 to 5,000 users): talk to us.

5.7 Approvals: Waiting, Overdue, Approved this month. Approve, Send back, Reject or Open; a comment is needed to reject.

5.8 Connections: Each tool with its record, direction, schedule and status (Live, Error, Pending approval). Connect a tool: accounting, CRM, files, commerce, payments, ERP and HR tools, or build your own with a REST API, incoming webhook, CSV or SFTP file, or read-only database. Tools on your own computer need the USR Connect agent.

5.9 Sync runs: Runs, Records moved and Failed records, with a table of each run and the reason for any failure. Retry failed records after you fix the cause.

5.10 One USR settings: Company name, New people rule (joiners get their department's apps; leavers lose all apps on their last day in USR Exit) and the USR Connect agent download.

If something is not working

Questions people ask

What is included in USR One? Every USR app, with one login and one bill.

Is there a saving for yearly billing? Yes. You pay for 10 months and use 12.

Is GST extra? Yes. INR prices exclude 18% GST.

Which tools can I connect? Accounting, CRM, files, commerce, payments, ERP and HR tools, or your own REST API, webhook, file or read-only database.

Do I need to open my firewall? No. The USR Connect agent connects out to USR over HTTPS.

What happens to a failed record? It is retried 3 times and then held until you retry it.

Glossary

USR One: The plan with every USR app. USR Connect: Links to your other tools. Shared record: A record every app uses. Flow: A rule that moves a record between apps. Sync run: One time a connection moved records. Webhook: A message another system sends when something happens. GSTIN: The GST number of a business. SSO: One sign-in for every app.