What is the cost for this integration? The integration is sold as an annual subscription. Please contact us or your Sage CRM partner for pricing details.
Is this integration bi-directional? Currently, the integration is only 1-way. This means that Sage CRM is only reading data from the Sage 50 database and not reading/writing/creating.
Will this integration ever be bi-directional? Having a bi-directional integration with Sage 50 is a longer-term project of ours, but for now, this what we have. If you decide to go forward, any/all future functionality related to the integration would be applied to your instance as part of the subscription.
What versions of Sage 50 are supported? Clients are expected to be on the latest version of Sage 50.
How do customer records in Sage 50 get mapped to Companies in Sage CRM? As part of the initial set-up, we will import and connect your existing customers from Sage 50. After the initial setup, your side will need to manually connect a Sage CRM Company to a Sage 50 Customer Record. But it is super easy. Here is a 60-second video outlining the process of connecting an account.
How is this integration supported? We (My CRM Manager) will take responsibility for supporting this integration.
How is Sage involved in this integration? We developed this in conjunction with the Sage 50 product group in Atlanta, using their software developer kit and advice. This solution has also been approved for Sage’s Marketplace.