Linked Sage contact field mapping
Enabled the “Create a linked Sage Contact when creating an Organization?” or “Update a linked Sage Contact when editing an Organization?” options on your integration screen?
This is how values are mapped between Current RMS organizations and Sage contacts:
Current organization field
Sage contact field
Primary address street line 1
Primary address street line 2
Primary address city
Town / City
Primary address county/state
County / State
Primary address postcode/zipcode
Postcode / Zipcode
Primary address country
Email address (work)
Main contact email address
Telephone number (work)
Main contact telephone number
Telephone number (fax)
Main contact fax number
Telephone number (mobile)
Main contact mobile number
Tax / VAT Number
Invoice numbering length
Our integration creates invoices and credit notes in Sage using the invoice and credit number from Current RMS.
Invoices posted to Sage must have a number of 9 digits or less, though prefixes do not count towards the limit. If you need to, you can change your invoice numbering sequence in Current RMS in System Preferences.
⚠️ Users may opt to reduce the ‘number length’ here as any leading zeros will count towards the count when using a prefix.
Our integration only supports the ‘Excluding Tax’ option due to how Sage calculates tax. This setting can be changed by heading to System Setup > Preferences.
Using Sage as a Canadian customer 🇨🇦
Due to the need to supply a tax region when posting invoices from Current to Sage - our integration does not support tax addresses outside of Canada or the US when using the Canadian version of Sage.
Information for users on the ”Sage Business Cloud Accounting Start” plan
Users on this plan will only be able to post credits that are linked to invoices - in line with the functionality in Sage. To post manual credits to Sage, you may need to upgrade your plan.
Composite tax rates
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 in System Setup > Integrations > Sage.
Post-Brexit Invoices containing a mixture of goods and services
Due to Brexit rules about VAT invoices that are posted to Sage, invoices should not be grouped by in such a way that invoice lines contain a mixture of Rental/Service/Surcharge (services) and Sales (goods) items.
For this reason, we strongly recommend that invoices posted to Sage are grouped only by opportunity item.
Need a hand with anything else?
Click the green help bubble in the bottom right of your screen to start a conversation with a member of our team. ↘️