When would you use the import and export tools?
If you’re an existing Sage user and new to OnRent Events, import your contacts from Sage to create corresponding linked organizations in the system.
If you’re an existing OnRent Events user and new to Sage, export your organizations from OnRent Events to Sage to create corresponding linked contacts in Sage.
If you’ve used both OnRent Events and Sage in parallel for a while but haven’t integrated the two, import from Sage to create organizations in the system and export from the system to create contacts in Sage.
Automatically create and update linked contacts
Don’t forget, OnRent Events includes two settings to keep your organizations and Sage contacts in sync:
Create a linked Sage Contact when creating an Organization?
Update the linked Sage Contact when editing an Organization?
If you have both of these settings enabled and only maintain your customers in the system, you shouldn’t need to use the import or export tools after you’ve initially integrated your systems.
To learn more, see: Set up the Sage integration
Get started
Go to System Setup > Integrations > Sage to access the import and export tools.
Import contacts
To import contacts from Sage to OnRent Events as organizations, hit the blue Import contacts button.
A new organization is created in the system for each active Sage contact that’s not already linked to an organization in the system.
Organizations in OnRent Events that are already linked to Sage contacts are updated with information in Sage.
Review the information in the pop-up box carefully and hit the blue Import contacts button to start the process. You’ll be notified by email when the import is completed.
Existing linked contacts
When organizations in OnRent Events are already linked to Sage, keep in mind that data in the system will be overwritten with data from Sage. Be sure that the information in Sage is up-to-date. This might be problematic if you have the “Update the linked Sage Contact when editing an organization?” toggle set to NO in the system.
⚠️ Please note: There’s no way to recover information in OnRent Events replaced by information from Sage.
Duplicate organizations
In the system, organization names don’t have to be unique. Make sure that you’ve linked existing organizations to Sage contacts, or duplicate organizations may be created.
Blank fields
To prevent accidental data loss, if you remove data from a field in Sage and import, the corresponding field will not be cleared in the system.
Export organizations
To export organizations from OnRent Events to Sage as contacts, click the blue Export organizations button.
A new contact is created in Sage for each unlinked organization in OnRent Events.
Contacts in Sage that are already linked to organizations in the system are updated with information in OnRent Events.
Review the information in the pop-up box carefully and hit the blue Export organizations button to start the process. You’ll be notified by email when the import is completed.
Existing linked contacts
When contacts in Sage are already linked to organizations in OnRent Events, keep in mind that data in Sage will be overwritten with data from OnRent Events. Be sure that the information in OnRent Events is up-to-date.
Duplicate contacts
You can create multiple organizations with the same name in both OnRent Events and Sage. Make sure that you’ve linked existing Sage contacts to organizations in OnRent Events to avoid errors with duplicates arising.
Blank field
To prevent accidental data loss, if you remove data from a field in OnRent Events and import, the corresponding field will not be cleared in Sage.
Common questions
Which fields are updated between the systems?
The name, telephone numbers, email address, address, and account number fields are updated. For a full list, check out our guide: Additional notes about the Sage integration
I didn’t receive an email. What should I do?
The time for an import or export to complete depends on how much data you’re importing or exporting, our server load, and the server load of Sage.
Generally, this shouldn’t take too long. If you haven’t received the message yet, check your junk email folder as these emails sometimes don’t get through those filters.
If you’ve not received the email after about an hour, contact the Customer Success team using the green help bubble ↘️