Sage Integration

Sage Integration

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Hello

I am looking to switch our company accounting software to Sage 50 Accounts after having used it previously elsewhere. However we currently use Quote Roller, a web based quoting software, which integrates with our current accounting software. It tells us when a client has viewed a quote (a feature we do not want to lose) and when someone accepts a quote you can automatically transfer it to Xero in order to create and invoice.

Quote Roller have told me this will no longer be possible, and I have found Quotient which looks good to me. I can export quotes as CVS, which I'm guessing I could then import to Sage, but ideally I would like a proper integration as we have now.

Any ideas? All advice welcome!

Thanks

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By johndon68
25th Jan 2016 11:48

Sage Additions

You could have a look at Sage's Additions catalogue which lists add ons for all of Sage's products:

www.sage.co.uk/additions

John

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Matt Flanagan Pic
By Matt Flanagan
25th Jan 2016 22:50

Difficulty
Real time integration can be an issue as sage is on a local PCs and the quote software in the cloud hence why easier to link to Xero or another cloud based accounts package.

We have written sage integrations with web systems before and could advise on options and potential costs, you will be needing a bespoke integration.

If you want to discuss more specifically the you can book a chat with me at www.calendly.com/Matt-Flanagan.

Thanks,

Matt

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