Really Simple Systems CRM integrates with SageOne accounting and invoicing. SageOne provides online accounting tools, payroll management and banking software that makes quick work of the daily tasks you know you need to get right. It’s easy to use and you can get started in minutes.
SageOne integration with your CRM means you can create invoices directly from your CRM Opportunities and manage your product stock and services.
Please note, the SageOne integration is currently only available for UK based customers.
Getting Started with SageOne Integration
To integrate your CRM with SageOne, first set up an account with SageOne. Then in your CRM go to Settings / Integrations, open the Accounting Software section and click the SageOne blue ‘Set-up’ button. Then follow the simple instructions to link your systems, allowing access to your SageOne account.
Adding & Updating CRM Accounts in SageOne
You can add CRM Accounts to SageOne Customers (and suppliers if enabled), and update SageOne records that are already linked, from the Account page. Simply open the customer account in your CRM and scroll down to the ‘SageOne Integration’ section.
If you have more than one contact in the account you can select which contact to export to SageOne, then click the ‘Export to SageOne’ button.
If the customer account exists already in SageOne, you can click the ‘View on SageOne’ button in your CRM and this will take you to their record in SageOne. If you make any changes to the customer account, for example the address, telephone number or contact name, then just click on ‘Update on SageOne’ and this will update the record in SageOne as well.
Import Customers from SageOne to the CRM
To import the customers and contacts you have in SageOne to your CRM, go to Settings / Integrations and open the Accounting Software section. Under SageOne, click the blue Settings button and this will display a list of options.
Click ‘Import Customers from SageOne’ then ‘continue’.
Your customer records will be imported to the CRM immediately and you can click through on the link to view.
Import Products & Services to CRM
In SageOne you can set up your products and services pricing and manage your stock levels.
You can then import this information to your CRM so it is included in your opportunities. This means when you create a new opportunity you can link the data from SageOne to the sale at product level. Then when you make a sale and create an invoice the stock level will be adjusted accordingly.
To import your products, in your CRM go to the SageOne Settings button and click ‘Import Products from SageOne’, then ‘continue’. This will import the product to your CRM and clicking the “Click here to see the Products that have been created” link will take you to the page for the Custom Dropdown List for your Opportunity Lines.
When you next create an opportunity in your CRM you will be able to select these products in your Opportunity Lines. If set as a “stock” item in SageOne, when you create an invoice this will reduce the quantity in stock accordingly.
Creating Invoices from Opportunities
You can create invoices in SageOne directly from your Really Simple Systems opportunities. N.B. the account will need to have an address added first. Once an opportunity has been saved, click the button ‘Create Invoice on SageOne’ and this will generate an invoice in SageOne.
The SageOne default for VAT is “not registered”. To update this in SageOne go to Settings / Financial Settings then ‘Accounting Dates & VAT’. Selecting a different option from the dropdown list will display the necessary fields.
If you are registered for VAT, your SageOne account lets you select the VAT option required for your invoices.
Once an invoice has been created for an opportunity, you can go back into the opportunity at any time and add more ‘Lines’ and choose the ‘Update Invoice on SageOne’ to add the extra items to the invoice.
In the opportunity there is a link to the invoice number, by clicking on this, it will redirect you to the invoice within your SageOne system.