Prospect CRM

An overview of the data fields imported from Sage into the CRM as part of the Sage integration.

Full integration capabilities of the Sage 50

Request an integration for Sage 50 from your CRM

Set up an integration to Sage 50

This article outlines how to upgrade your CRM connection to Sage when a Sage upgrade has been completed.

Upgrading Sage Integration

Select which default Sage 50 Cost Price should be imported to calculate margin.

Select Default Sage 50 Cost Price Type

A comprehensive troubleshooting approach to address common problems and maintain a stable connection with Sage 50.

Troubleshoot integration issues with Sage 50

Jason

Alan Molina

Jessica Nash

Help and guidance to manage your Sage integration

Sage

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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