sage integration
Sage accounting built into your CRM

Sage ERP Integration

Enable Sage accounting inside JourneyCX, deployed securely when your subscription requires it. Designed for companies that already use Sage accounting.

Features and Benefits

Sage Accounting integration provides seamless integration with Sage Accounting to enable real-time, two-way synchronization of essential business data.

This module simplifies data management, enhances operational efficiency, and ensures your teams have access to accurate and up-to-date information at all times.

Benefits
real time updates

Real-time Updates

Avoid delays and discrepancies with instant updates across payment systems.

enhanced efficiency

Enhanced Efficiency

Reduce manual data entry and streamline operations by automating data synchronisation.

improved accuracy

Improved Accuracy

Minimise errors by maintaining a single source of truth for your products, customers and financial data.

scalability

Scalability

Perfect for businesses of any size looking to enhance their Sage accounting workflows.

Key Features
two way sync

Two Way Syncronization

Automatically synchronize data between Sage accounting and JourneyCX in both directions ensuring updates made in either system are reflected accurately and instantly on the other.

product management

Product Management

Synchronise product details such as names, SKU’s, prices, etc.

customer data sync

Customer Data Sync

Keep customer profiles, contact information and account histories up to date in both systems, facilitating a better customer experience.

inv

Invoices

Streamline your billing process by synchronizing invoice records, statuses and amounts ensuring financial data is accurate and easily accessible.

expense tracking

Expense Tracking

Synchronize expense data for comprehensive financial tracking and improved budgeting.

make payment

Payments

Track payment records and statuses seamlessly to provide accurate reporting and ensure smooth financial operations.

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