Use our Sage integration to post invoices straight from Current RMS to Sage and keep organizations up-to-date between the systems.

We’ve broken down the setup into eight steps. Depending on how your business works, you might not need to complete all of these steps:

Please also note that you will need a Sage account to use our Sage integration. Sign up on the Sage website.

Head to System Setup > Integrations > Sage to start the configuration.

Hit the Connect to Sage button to authorize the connection between Current RMS and your Sage account.

Use the Import contacts and Export organizations buttons to bring contacts in from Sage or export organizations out to Sage.

We have a full guide that runs through importing and exporting in more detail, see: Import and export organizations from Sage
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Products, services, and text items in Current RMS are assigned a revenue group for rental and sale. You can map these revenue groups to Sage ledger account codes, which are used when posting an invoice to Sage.

The default account code is used when posting an invoice to Sage with invoice items that contain an accumulated charge. For example, when an opportunity is invoiced with the grouping option of “opportunity,” the line on the invoice may contain charges from multiple revenue groups.

Choose the status of invoices in Sage when posted:

When you print, email, or provide a link to an invoice in Sage, it can be marked as “Sent” so you see that you’ve sent your customer a copy at-a-glance.

Toggle this setting to YES to automatically set invoices posted from Current as “Sent” in Sage – perfect if you’re using discussions to send out invoices.

Set this to NO to prevent zero value invoice items from being posted from Current RMS to Sage.

When set to YES, when you create an organization in Current RMS, a new contact is automatically created in Sage. This organization is linked to the contact in Sage, so invoices posted are associated with this contact in Sage.
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A linked contact won’t be created if you fill in the “Linked Sage contact” field when creating an organization.
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Set to YES to keep linked contacts in Sage up-to-date with information in Current RMS.
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When you edit an organization in Current that’s linked to a Sage contact, Current will update contact information in Sage too.

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As mentioned above, products, services, and text items in Current RMS are assigned a revenue group for rental and sale. In this section, you map revenue groups in Current to Sage account ledger codes.
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You’ll see a list of your revenue groups on the left and a list of Sage accounts on the right. Map each account here.

If you add a new account in Sage and need to update a list, hit the the blue refresh link to the right.

To add new revenue groups, head to System Setup > Revenue groups.

In this section, make links between tax rates in Current RMS and Sage.

These mappings are used when posting an invoice to Sage in order to set the Sage invoice line item’s tax rate based on the Current invoice item’s tax rate.

You’ll see a list of your tax rates on the left and a list of Sage tax rates on the right. Map each tax rate here.

A tax rate in Sage can consist of multiple tax components (rate percentages) to cater for regions where both state and city tax is applicable. Within Current the state and city tax rate percentages are created as separate tax rates and combined using a tax rule.

With such a tax configuration, link both Current tax rates to the same Sage tax rate.

This section is optional; it’s only needed if you wish to record payments in Sage from Current RMS.

If you don’t see anything here, come back to this section later. We’ve got a guide that runs through this start to finish, see: Take payments when integrated with Sage

You’ll see a list of your payment methods on the left and a list of Sage accounts on the right. Map each account here.

Review all of your settings, then when you’re happy toggle the “Enabled” slider at the top to YES.

When the slider is set to YES, the Sage options become visible in your Current RMS system and you’re ready to get started!

Next steps ➡️