Technical Resources for Explaining Sage CRM Integration

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Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered.

Technical Resources for Explaining Sage CRM Integration

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Sage CRM provides out-of-the-box integration with leading Sage accounting and business management solutions. These include Sage 100cloud in North America, Sage 300cloud which is sold around the world from North America to South Africa, Singapore and Australia. There is Sage 200cloud in the UK, and versions of Sage 100cloud in France & Germany.

This means that companies that have invested in Sage accounting products can quickly and cost effectively leverage their back-office data and functionality within the front-office environment of Sage CRM.

Within a integrated implementation, users can access their back office customer accounts, orders, quotes and product information in Sage CRM. If desired, users can configure the integration so that any changes made in Sage CRM are synchronised back to the accounting system. Users can also link orders with Sage CRM’s sales force automation and can view back office orders in Sage CRM reports provided they are synchronised to Sage CRM.

Each integration is slightly different. The differences between the integration approaches spring from the API options that were available at the time when the products were first integrated and the current requirements for customers in the segment that each of those accounting product serves.

You can see that Sage 300 has an integration that uses an integration module within Sage 300 that communicate with Sage CRM via web services and that real time access to the accounting system is provided through Sage CRM ASP pages calling Sage 300's web deployment screens using .NET remoting.

Products like Sage 200cloud in the UK integrated use a 'connector' rather than the point to point integration of Sage 300cloud. The connector accesses the .NET classes of Sage 200cloud via web services and servers the returned data into Sage CRM screen built using CRM's own scripting API.

The concept of a connector that allows a fairly loose connection between the two systems in also found in the German version of Sage 100. Here both the data synch and the real time data access is controlled through the connector. This connector has its own interface allowing the integration to be easily controlled by an administrator.

Each integration has its own strength. The power of the integration is down to the design of the different accounting system APIs. The common factor is that users are presented with a universal interface. A user working with Sage CRM in Kuala Lumpur is going to have the same experience as a user in Manchester (UK). The underlying accounting system may be different but logging a case, recording a lead and starting a MailChimp marketing campaign is all going to be as easy where ever in the world the user works.

You find within the Sage CRM Help Center and the Sage CRM Community the key information you need to be able to make the most of the integration whatever system your customers are using.

Feel free to use the diagrams and technical resources that we provide to help you explain the integrations to your customers.

  • Hi. Can I integrate one CRM database to three Sage Evolution databases?

  • The integration between Sage CRM and Sage Evolution doesn't support connection to multiple databases.