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Introducing Integration

Accounting integration allows you to share information between Sage SalesLogix and any accounting system that supports Sage CRM ERP Contract. Sage SalesLogix Web Client users can view open sales orders, customer invoices, customer payments, open invoices, and their corresponding details.

Sage SalesLogix supports the synchronization of information between Sage SalesLogix and supported accounting applications. However, depending on your accounting system, some of this information may not be available. Each accounting system determines the record types they will synchronize with Sage SalesLogix. Depending on your integration, you may be able to synchronize all or some of the following:

• Accounts/Trading Accounts
• Addresses
• Contacts
• Contracts/Invoices
• Opportunities/Sales Quotes
• Prospects/Customers
• Sales Orders

Accounting Integration Features

When you integrate Sage SalesLogix with an accounting system, you can transfer information between systems so that your front-office and back-office systems work together and contain the same data. Users can:

• View current pricing and discounts in Sage SalesLogix with information pulled from the accounting system.
• Use price lists and products that originate in the accounting system.
• Submit sales orders from Sage SalesLogix to the accounting system and receive confirmation when the order has posted.
• View warehouse information and product availability from Sage SalesLogix.
• View order information such as price, discounts, shipping dates, and more in real-time.

Understanding Accounting Integration and Remotes

Some Accounting Integration features are not available to Remote users and Remote Office users. Remote users who connect to the Host Web site have access to all features.

• Disconnected Web Client users cannot
• submit orders or quotes.
• promote accounts.
• use the pricing service. This feature is available if the disconnected Web Client user is connected.
• view data from the accounting system displayed in a real-time data view (for example, Invoices and Payments). This feature is available if the disconnected Web Client user is connected.

• Remote Office users cannot
• submit orders or quotes.
• promote accounts.

How Do I?

Configure Accounting Integration

Use Accounting Integration