Integrate Sage Accounting Global with Salesforce
Get your Sage Accounting Global account connected with Salesforce and save valuable time by automating your workflow.
What is Sage Accounting Global?
Easy to use and simple to understand, Sage Accounting is online accounting software designed to keep your business on track and prevent errors. It gives you access to your business accounts from anywhere, anytime.
What is Salesforce?
Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. Our cloud-based applications for sales, service, marketing, and more don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way.
What does it do?
When a customer is created or updated in Sage Accounting Global, I want:
To create or update the contact in Salesforce
When a sales invoice is created in Sage Accounting Global, I want:
To create the Opportunity in Salesforce
Additionally:
- The Account will be created
- The associated products will be created
For all products created or updated in Sage Accounting Global, I want:
To create the products in Salesforce
For all products created or updated in Salesforce, I want:
To create the products in Sage Accounting Global
When an opportunity is closed as 'won' in Salesforce, I want:
To add or update a tax invoice in Sage Accounting Global
Additionally:
- Associate the Sale with the Original Customer, the Customer's Organization or a single Online Sale Customer
- Create the associated products
When an order is closed in Salesforce, I want:
To add or update a tax invoice in Sage Accounting Global
Additionally:
- Associate the Sale with the Original Customer, the Customer's Organization or a single Online Sale Customer
- Create the associated products
Special offer — Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!
Special offer — Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!
How it works
Step 1
Add at least 2 apps to your OneSaas account
Step 2
Configure the integration workflows to suit your business needs
Step 3
Set up the integration sync frequency and starting date, and enjoy the automation!
What some of our customers are saying
The product has really helped me bring my different platforms into one business system. The online chat service is great whenever you run into issues.
Cmac101 – Apps.com Review
We use this to sync and create our orders each day. With a bit of smart logic, it can handle receipts (paid on purchase) but also invoices. We have a lot of custom work on our Opencart site but working with the OneSaas team, we nearly have all features automatic. LIV CHAT features rocks. Top job development team.
Alan Medcraf – Apps.com Review
Start your free trial
Get your cloud apps happily working together and start saving time!
FEATURED ON
