Sage Financials (Sage Live)
Sage Financials aligns your entire organization with business-critical, real-time information, so you can take collaboration, and your business, to the next level. Sage Live delivers the convenience of the cloud with all the intelligence, scalability, and support you need to accelerate your business into the future.
Below you'll find detailed information, specifically for Sage Financials integrations:
Supported Sage Financials Integrations
Authorizing Sage Financials
When you click 'Authorize Sage Financials', a pop-up window will ask you to log in and authorize, all of which is done through the Salesforce account linked to your Sage Financials. Enter the confirmation code you received via email to proceed with the authorisation process.
If you already authorized Sage Financials account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Sage Financials fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
Customizable Field Mapping
You can custom map your Sage Financials Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE.
In connections between Google Contacts and Sage Financials, you are able to SYNC DELETIONS. When a contact gets deleted in one app, we add the tag 'PieSync Trash' to that same contact in the other. You will be able to review this segment first before deleting or taking any other action in the other app too.
Currently, there are no Sage Financials integrations on the PieSync platform that support our Unsubscribes sync.