SageCRM Integration
The Sage ERP Accpac Integration Component establishes a seamless link between your Sage ERP Accpac accounting system and SageCRM.
To set up this component, follow these steps.
- Install the integration component on the server where Sage ERP Accpac is installed, and also on any workstations which have Sage ERP Accpac accounting programs installed.
- Activate the Sage ERP Accpac integration component. This will enable the following icons under the SageCRM folder on the Sage Accpac company desktop:
- SageCRM Setup
- Workstation Setup
- Error Log
- Open the SageCRM Setup form and choose the integration and notification options for your system.
- Run the Workstation Setup utility on any Sage ERP Accpac desktop workstation (whether Sage ERP Accpac programs are installed locally or running from the server) that you wish to integrate with SageCRM. You do not need to run the Workstation Setup utility on the client if you are running a browser client only.
Once you have chosen the appropriate options and completed these setup steps, changes made to customers, customer ship-to addresses, vendors, and vendor remit-to addresses, are reflected automatically in SageCRM.