Sage Business Cloud Accounting

You can now synchronize your customers, products, and invoices in Bitrix24 with Sage Business Cloud Accounting. Payments allocated from customers in Sage Business Cloud Accounting will update the status of the invoice in Bitrix24. The integration between Bitrix24 and Sage Business Cloud Accounting will lead to improved efficiency, better customer service, accurate financial data, and overall smoother business operations.

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FullView Solutions

Descrição

You can now synchronize your customers, products, and invoices in Bitrix24 with Sage Business Cloud Accounting.

Payments allocated from customers in Sage Business Cloud Accounting will update the status of the invoice in Bitrix24.

The integration between Bitrix24 and Sage Business Cloud Accounting will lead to improved efficiency, better customer service, accurate financial data, and overall smoother business operations.

BENEFITS

Time and Cost Savings

Manual data entry and reconciliation can be time-consuming and error prone. Integration reduces the need for duplicate efforts, freeing up your team's time for more value-added tasks.

Enhanced Customer Insights

By having a unified view of customer, interaction, sales and payments, your teams can better understand customer behaviour, preferences, and needs. This insight enables more personalized interactions.

Streamlined Data Flow

The integration ensures data is shared seamlessly between the two systems. This eliminates the need for manual data entry and reduces the risk of errors when data is duplicated or entered incorrectly.

Automated Invoicing and Payments

The integration automates the creation of invoices from Bitrix24, reducing the chances of invoicing errors and accelerating the payment cycle. Receipts done in Sage Business cloud accounting will be synchronized to Bitrix24 daily, thus updating the payment status of the invoices in Bitrix24.

Scalability and Growth

As your business grows, integration ensures that your systems can accommodate increasing volumes of customer and financial data without becoming overwhelmed.

Pricing

https://za-marketplace.sage.com/en-ZA/apps/117155/bitrix24/editions

Instruções de instalação

Suporte técnico

Segurança de dados

Criado: 04.10.2023

Suporte técnico

Contact our support team at support@fullviewsolutions.co.za from 8am to 5pm SAST.

Instruções de instalação

Pre-Requisites

· Bitrix24 Professional/Enterprise or any On-premise edition with a paid up subscription

· Active Sage Business Cloud Accounting subscription

Install the Application in Bitrix24

In the top search type “Market” and select the Market menu item

In the Bitrix24 Market search for FullView and select “Sage Business Cloud Accounting”

Once the application is installed, open it and start by completing your details and then selecting the Sage company you want to integrate to:

Sync Process

Once the application is installed the user will be prompted to perform a synchronization of VAT, customers, and products. Please note the sync could take a considerable amount of time and check back at the status on the dashboard before starting to use the application.

Synchronize VAT

In the screen the application allow the user to map the VAT Standard Rate in Sage Business Cloud Accounting to the same rate in Bitrix24. Furthermore, the VAT Zero Rate in Sage Business Cloud Accounting must also be mapped to the correct rate in Bitrx24.

Create/Map Vat number field

In the screen the user will be able to map an existing VAT number in Birtix24 to the VAT number in Sage Business Cloud Accounting or to create a VAT number field in Bitrix24

Synchronize Customer/Companies

In the screen the application will list all the customers in Sage Business Cloud Accounting and allow the user to map it to Companies in Bitrix24 (no 1 on the screenshot), to create the company in Bitrix24 (no 2 on the screenshot) or ignore the company in Sage Business Cloud Accounting (no 3 on the screenshot). By default, the application is set to create the company in Bitrix24 allowing the user to just move to the next stage. Please note the sync could take a considerable amount of time and check back at the status on the dashboard before starting to use the application.

Synchronize Items/Products

In the screen the application will list all the products in Sage Business Cloud Accounting and allow the user to map the item to a product in Bitrix24 (no 1 on the screenshot), to create the product in Bitrix24 (no 2 on the screenshot) or ignore the item in Sage Business Cloud Accounting (no 3 on the screenshot). By default, the application is set to create the product in Bitrix24 allowing the user to just move to the next stage. Please note the sync could take a considerable amount of time and check back at the status on the dashboard before starting to use the application.

Application is installed.

Congratulations, the application is now installed and to confirm, you can search for “Sage” in the main search and open the application to view the dashboard.

Retry on sync failure

If you open the dashboard and see the following under Sync status:

Click on the retry link and you will see the following message:

Please check back later to see if the sync completed successfully.

If the sync is still failing after retry, please contact support, support@fullviewsolutions.co.za.

Setting up the application in a business process

To allow the application to run as a Business Process you need to set-up the business process

Go to CRM and the CRM Settings. Open Business processes and create a new workflow template under Invoices

Name the new template and ensure that the tick boxes are all unticked.

Select the application and configure the input properties as below:

*The “Invoice Number prefix” and the “Run as” user can be customized.

To ensure that the application success and error comments are posted to the Invoice on Bitrix24, add a flow control conditional to capture the app response. Setup as below:

Setting up the flow control conditional to check for an app response:

Add app response information to the “add comment to item” block:

Segurança de dados

Saiba mais

Sage Business Cloud Accounting

O aplicativo solicita permissões para acessar os dados:

CRM

acesso total: visualizar, criar, editar e excluir leads, contatos, empresas, negócios, faturas, orçamentos, atividades, campos do usuário etc.

Catálogo comercial

acesso total: adicione, edite e exclua catálogo comercial, preços, produtos, cotações, depósitos etc.

Processos de Trabalho

acesso total: visualizar, criar, editar e excluir ações do fluxo de trabalho, regras de automação e gatilhos; visualizar lista de tarefas; executar fluxos de trabalho

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