Configuring Accounting Integration

Complete the following tasks to configure Accounting Integration.

If multi-currency is enabled, ensure Sage SalesLogix and your accounting system have the same base currency.
Run the phone and e-mail update utility.

Windows Authentication must be configured for the administrative user before running the Account Integration Phone and E-mail Update utility. For detailed steps, see the "Using Windows Authentication" topic in the Administrator Help.

Accounting Integration is enabled when the Sage SalesLogix endpoint and at least one target endpoint is configured and enabled. Use the Accounting Integration Detail view to enable endpoints.

When you enable or disable Accounting Integration, changes do not take effect until you log off and log back on to Sage SalesLogix.

Compare the database schema in Sage SalesLogix with your accounting application schema to ensure data integrity. Use the Accounting Systems tab to determine schema differences.

If you have customized Sage SalesLogix you must review the Sage CRM ERP Contract and verify information will synchronize between systems. For example, if you created custom entities that do not match Sage SalesLogix, synchronization may not work.

Use the Matching tab to set global default matching criteria for users creating links.
Configure the Accounting Integration Synchronization Service.
(If necessary), export and merge records from your accounting system.

Use the export tool provided by your accounting system to export the appropriate data into Sage SalesLogix.

Configure user roles.

How Do I?

Create a Connection Between Sage SalesLogix and an Accounting System

Add or Edit a Data Feed

Link Sage SalesLogix Records with your Accounting System

Submit a Sales Order

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