Sage 300 Integration Mapping

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

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

• Push a Project as a new Job to Sage 300
• Pull an existing Job on Sage 300 and connect it to a Project on Followup CRM that is not already linked to a Job on Sage 300
• Push updates from a Project on Followup CRM to a connected Job on Sage 300
• Sync updates from a Job on Sage 300 to the connected project on Followup CRM
• Sync Change Order
• Pull Income Cost Summary

Connecting Companies & Contacts (in Followup CRM) to Clients (in Sage 300)

• Push a Company and Contact as a new Customer
• Pull an existing Customer on Sage 300 and connect it to a Company + Contact on Followup CRM that is not already linked to a Customer on Sage 300
• Push updates from a Company and Contacts on Followup CRM to a connected Customer on Sage 300
• Sync updates from a Customer on Sage 300 to the connected Company and Contacts on Followup CRM

Connecting Residential Contacts (in Followup CRM) to Clients (in Sage 300)

• Push a Residential Contact as a new Contact to Sage 300
• Pull an existing Contact on Sage 300 and connect it to a Residential Contact on Followup CRM that is not already linked to a customer on Sage 300
• Push updates from a Residential Contact on Followup CRM to an already connected Contact on Sage 300
• Sync updates from a Contact on Sage 300 to the connected Contact on Followup CRM