Use our Sage integration to post invoices straight from ERP Go to Sage Business Cloud and keep your accounts up-to-date between the systems.
We’ve broken down the setup into eight steps. Depending on how your business works, you might not need to complete all of these steps:
Authorise
Sage contact import or export
Integration settings
Revenue group mappings
Tax rate mappings
Activate Integration
Before you begin
You’ll need a Sage Business Cloud account to use our Sage integration. Sign up on the Sage Website.
Get Started
Head to System Setup > Integrations > Sage Business Cloud to start the configuration.
Authorise
Hit the Connect to Sage Business Cloud button to authorise the connection between ERP Go and your Sage account.
A window will open prompting you to login to Sage if not already signed in, then use your credentials to log into Sage.
Sage contact import or export
Use the import contacts or export accounts buttons to bring contacts in from Sage or export accounts to Sage.
If you’re an existing Sage user and new to ERP Go, import your contacts from Sage to create corresponding linked accounts in ERP Go
If you’re an existing ERP Go user and new to Sage, export your accounts from ERP Go to Sage to create corresponding linked contacts in Sage
If you’ve used both ERP Go and Sage in parallel for a while but haven’t integrated the two: import from Sage to create to create accounts in ERP Go and export from ERP Go to create contacts in Sage
Integration Settings
Create a linked Sage contact when creating an Account?
Set to Yes to automatically create a new contact in Sage. This account is linked to the contact in Sage, so invoices posted are associated with this contact in Sage.
Update a linked Sage contact when editing an Account?
Set to Yes to keep linked contacts in Sage up-to-date with information in ERP Go. When you edit an account in ERP Go that’s linked to a Sage contact, ERP Go will update contact information in Sage too.
Revenue group mappings
As mentioned above, products, services and additional charges in ERP Go are assigned a revenue group for sale. In this section, you map revenue groups in ERP Goto Sage chart of accounts.
You’ll see a list of your revenue groups on the left and a list of Sage chart of accounts on the right. Map each account here.
Tax rate mappings
In this section, make links between tax rates in ERP Go and Sage.
These mappings are used when posting an invoice to Sage in order to set the Sage invoice line item’s tax rate based on the inspHire invoice item’s tax rate.
You’ll see a list of your tax rates on the left and a list of Sage tax rates on the right. Map each tax rate here.
Multiple tax components
A tax rate in Sage can consist of multiple tax rates (rate percentages) to cater for regions where both state and city tax is applicable. Within ERP Go the state and city tax rate percentages are created as separate tax rates and combined using a tax rule.
With such a tax configuration, link both ERP Go tax rates to the same Sage tax rate.
Activate Integration
Review all of your settings, then when you’re happy press the 'Active' slider at the top to Yes.
When the slider is set to YES, the Sage options become visible in ERP Go system, e.g. you’ll now see a linked Sage contact in your ERP Go Accounts.
Get help
If you need anything, use the blue help bubble in the bottom-right corner to start a conversation with us.