If your practice uses Sodium HQ alongside Socket, you can connect the two so that everything you win in Socket flows through to Sodium without any rekeying. You carry on building, pricing and sending proposals in Socket exactly as you do now, with all your pricing menu and design templates. The integration then takes care of the follow-through: your clients, the services they've agreed to, and the pricing they've signed up to all land in Sodium with a few clicks instead of being typed in twice.
In practical terms, once connected you can see and track your Socket proposals from within Sodium, pull your Socket clients across, match the services on a won proposal to your Sodium services, and have client records and billing set up at the agreed pricing.
The integration works Socket-first. The designed flow is to create the client and their proposal in Socket, then bring them across into Sodium. If a client already exists in Sodium, use Map to Existing on the proposal rather than importing them, so you link to the existing record instead of creating a duplicate.
Setting up the connection
The connection is authorised with a Socket API key. In Socket, go to Settings, then Integrations, then API Keys, and generate a key. Keep it handy for the next step.
Then in Sodium, click the settings cog in the top right and open Proposal Settings. Turn on the "Use Socket to manage proposals" toggle and click Save Settings. This tells Sodium that Socket is where your proposals live, and a Connect to Socket button will appear.
Click it, paste in your Socket API key and click Connect. That's the setup done, and your Socket account is now linked.
Your Socket proposals, visible in Sodium
Once connected, the Proposals page in Sodium shows your Socket proposals with their status, client, total value and start date. Nothing about your proposal workflow changes: the Add Proposal button simply takes you into Socket to create one as normal, and anything you send or win in Socket shows up here automatically.
Opening a proposal shows its code, date, services and total value, with a View in Socket button that jumps you straight back to the proposal in Socket whenever you need it. From this screen you do the two things the integration is for: getting the client across, and getting their agreed services set up.
Getting your Socket clients across
On the proposal you'll see two options next to the client's name. Import Client creates the client in Sodium from your Socket data, and Map to Existing links the proposal to a client already in Sodium, so you never end up with duplicates.
When you import, the core details come straight from your Socket client record, and the rest of the record is filled in automatically from Companies House based on the company name, including the company number, incorporation date, registered address, key filing dates and SIC codes. So the client you won in Socket arrives in Sodium ready to work with, not as an empty shell.
You don't have to do this one proposal at a time. Sodium's client import screen lists your Socket clients with the status of each, and you can tick the ones you want or import them all in one go. If some of your clients already exist in Sodium, import selectively rather than all at once, and use Map to Existing on their proposals instead.
Matching your Socket services
Your pricing menu in Socket and your services in Sodium are two separate lists, so the first time a Socket service appears on a proposal you'll be asked to match it. Use the dropdown next to each service line to pick the equivalent Sodium service, or create one on the spot.
Creating one takes seconds: give it a name and category, or import a ready-made equivalent from Sodium's service library.
This is a one-time job per service, not per proposal. The integration remembers your matches, so once it knows that Bookkeeping on your Socket pricing menu corresponds to your Bookkeeping service in Sodium, every future proposal that includes it is matched automatically. After your first couple of proposals you shouldn't see this step much at all.
Turning a won proposal into live services and billing
This is the payoff. With the client across and the services matched, click the Create Services button on the proposal.
You'll see a confirmation of exactly what's about to be set up, with each service's frequency, price, status and start date pulled from the proposal, so what the client agreed to in Socket is precisely what gets created.
Confirm, and the services appear on the client's record at the agreed pricing and frequency. If you have billing enabled in Sodium, the billing is set up for them automatically at the same time, which means a signed Socket proposal becomes a fully set up, billable client without retyping a single price.
For a won proposal, services are created as Active. You can also run this on a proposal you haven't won yet, in which case the services are set up as Proposed and can be activated once the client signs. Services aren't created automatically when a proposal is won, so the click on Create Services is always yours to make.
Questions?
If you get stuck generating your API key or something doesn't look right after connecting, message us via the chat icon in Socket and we'll help you get sorted. For questions about Sodium itself, the Sodium HQ team can help from their side.