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Sage

Sage Integration Mapping

This article details what kinds of data can be shared between Sage 100 and Followup CRM.

Below you can also find step-by-step instructions for common use cases.

Sage 100 Integration 2 Pager (2)-1

Connecting Projects (in Followup CRM) to Jobs (in Sage 100)

Push a Project as a new Job to Sage 100

Pull an existing Job on Sage 100 and connect it to a Project on Followup CRM that is not already linked to a Job on Sage 100

Push updates from a Project on Followup CRM to a connected Job on Sage 100

Connecting Companies & Contacts (in Followup CRM) to Clients (in Sage 100)

Push a Company and Contact as a new Customer

Sync updates from a Customer on Sage 100 to the connected Company and Contacts on Followup CRM

Connecting Residential Contacts (in Followup CRM) to Clients (in Sage 100)

Push a Residential Contact as a new Contact to Sage 100

Pull an existing Contact on Sage 100 and connect it to a Residential Contact on Followup CRM that is not already linked to a customer on Sage 100

Push updates from a Residential Contact on Followup CRM to an already connected Contact on Sage 100

Sync updates from a Contact on Sage 100 to the connected Contact on Followup CRM