Sage Financials (Sage Live)
GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Sage Financials aligns your entire organization with business-critical, real-time information, so you can take collaboration, and your business, to the next level. Sage Live delivers the convenience of the cloud with all the intelligence, scalability, and support you need to accelerate your business into the future.
Below you'll find detailed information, specifically for Sage Financials integrations:
Supported Sage Financials Integrations
Authorizing Sage Financials
Please note that, for now, we only support the Contacts module, i.e. not the Accounts or any other module!
When you click 'Authorize Sage Financials', a pop-up window will ask you to log in and authorize, all of which is done through the Salesforce account linked to your Sage Financials. Enter the confirmation code you received via email to proceed with the authorisation process.
If you already authorized Sage Financials account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Sage Financials fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B
Customizable Field Mapping
You can custom map your Sage Financials Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE.
In connections between Google Contacts and Sage Financials, you are able to SYNC DELETIONS. When a contact gets deleted in one app, we add the tag 'PieSync Trash' to that same contact in the other. You will be able to review this segment first before deleting or taking any other action in the other app too.
Currently, there are no Sage Financials integrations on the PieSync platform that support our Unsubscribes sync.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - email@example.com. Don't forget to read our blog for the latest in productivity, apps, and technology!