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Integrations
Sage 100 Contractor

Getting Started
Newest Features
Integrations
- CompanyCam
- DataForma
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- Sage 100 Contractor
- Sage 300 CRE
- Sage Intacct
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- Spectrum
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- Zapier
Followup + Email Integration
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- Overview
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Business Development
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Project Management
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Proposal Generator
- Proposal Generator (User Level)
- Proposal Generator (Admin Level)
Administrative
Feature Overview
- Pricing Import
FAQ's
Quick Start Guide
Custom Reporting

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.

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

Sync updates from a Job on Sage 100 to the connected project on Followup CRM
Pull Income Cost Summary

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

Push a Company and Contact as a new Customer

Pull an existing Customer on Sage 100 and connect it to a Company + Contact on Followup CRM that is not already linked to a Customer on Sage 100
Push updates from a Company and Contacts on Followup CRM to a connected Customer on Sage 100

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

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