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:
- Sage contact import or export
- General settings
- Revenue group mappings
- Tax rate mappings
- Payment method mappings
- Tracking category mappings
Before you begin ⚠️
The Sage integration is currently in the beta stage and all feedback should be sent to firstname.lastname@example.org.
Please also note that you will need a Sage account to use our Sage integration. Sign up on the Sage website.
Get started 🏁
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.
Sage contact import or export
Use the Import contacts and Export organizations buttons to bring contacts in from Sage or export organizations out to Sage.
- If you’re an existing Sage user and new to Current RMS, import your contacts from Sage to create corresponding linked organizations in Current.
- If you’re an existing Current RMS user and new to Sage, export your organizations from Current RMS to Sage to create corresponding linked contacts in Sage.
- If you’ve used both Current RMS and Sage in parallel for a while but haven’t integrated the two: import from Sage to create to create organizations in Current and export from Current to create contacts in Sage.
We have a full guide that runs through importing and exporting in more detail, see: Import and export organizations from Sage
Default account code
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:
Mark invoice as sent to client?
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.
Post zero value invoice items?
Set this to NO to prevent zero value invoice items from being posted from Current RMS to Sage.
Create a linked Sage contact when creating an Organization?
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.
A linked contact won’t be created if you fill in the “Linked Sage contact” field when creating an organization.
Update a linked Sage contact when editing an Organization?
Set to YES to keep linked contacts in Sage up-to-date with information in Current RMS.
When you edit an organization in Current that’s linked to a Sage contact, Current will update contact information in Sage too.
Revenue group mappings
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.
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.
Tax rate mappings
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.
Multiple tax components
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.
Payment method mapping
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 ➡️
- Use the Sage integration
- Additional notes about the Sage integration
- Troubleshoot your Sage integration
The Sage integration is currently in beta. Please contact email@example.com or use the chat bubble to report any issues.