The AMHP CRM (crm.amhp.org.uk) is the internal membership system of the Association of Mental Health Providers. It is used only by the Association’s staff, each signing in with their own account.

Data read from QuickBooks Online

With the permission of one of the Association’s QuickBooks administrators, the CRM connects to the Association’s own QuickBooks Online company. It reads invoices, payments, customers and products, so that the Association can see which member organisation has paid for which membership period.

The CRM only reads. It never creates, changes or deletes anything in QuickBooks, takes no payments and moves no money.

Where the data is kept and who sees it

What the CRM reads is stored in the Association’s CRM database, run for the Association by its technology partner, Smartx Technologies. Only the Association’s CRM users can see it. It is not shared with anyone else and is never sold.

Every connection is encrypted. The keys that let the CRM reach QuickBooks are stored encrypted, and every connection, disconnection and read is written to the CRM’s change log.

Ending the connection

The connection can be ended at any time, either in QuickBooks (Apps → My apps → Disconnect) or in the CRM (Accountancy → QuickBooks → Disconnect). Intuit also ends it by itself if the CRM does not use it for 100 days.

Everything else

For how the Association handles personal data in general, see its privacy policy. With any question, please contact the Association.