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How does the Sage integration work?
How does the Sage integration work?

Post invoices & credits from Current RMS to Sage and maintain one database of organizations.

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

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

What is Sage?

Used by millions of paying customers around the world, Sage One has sat comfortably among the market leaders in online accounting software since its launch in 2019.

  • Manage company income and expenses in real-time.

  • Run advanced reports and forecast your cash flow

  • Create and send professional invoices.

Find out more and try Sage Online Accounting Software for free.

How does the integration work?

There’s three key parts to our integration with Sage:

  • Create links between organizations in Current and contacts in Sage
    When you create an organization in Current, a new linked contact is automatically created in Sage. And when you update an organization in Current, the contact in Sage is kept up-to-date!

  • Import and export organizations
    Use our import and export tools to import Sage customers to Current or export Current RMS organizations to Sage.

  • Post invoices and credits straight to Sage
    Once integrated, there’s a new post invoice option on the invoice screen to post an invoice directly to Sage.

Which version of Sage do I need?

Sage Accounting comes in a variety of plans depending on your business needs. Current RMS should work with all of these plans.

We don’t integrate with desktop versions of Sage, only Sage Online Accounting.

⚠️ Please be aware that this is an integration for Sage Business Cloud, not for Sage 50.

Do I need the integration with Sage?

You don’t need to use Sage, Xero or Quickbooks to use Current RMS.

Current comes with some accounting functionality built-in: create invoices and credits – including part invoices – and log payments against them. For some businesses, this might be all you need.

If you’re looking for advanced functionality such as bank reconciliation, customer account statements, expense tracking, or payroll, then you should consider an accounts package like Sage.

Sage, QBO or Xero?

We also provide integrations with Quickbooks Online and Xero, other cloud-based accounts solutions. Interested in checking out those integrations? Check out:

Next steps

Your rental management solution and your accounts package are two of the most critical parts of your rental business, so it’s important to get the integration right.

To get started, see our guide:

Need help?

Don’t struggle! If you need anything, use the green help bubble at the bottom-right to start a conversation with us ↘️

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