Here you will find all the information you look for regarding the data sharing between Sage One and the other apps of the marketplace
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Interesting workflow you can accomplish with Sage One on our MarketPlace
Data shared between Sage One and other apps
CRM and Sales data shared
Entity in Connec | Entity in Sage One | From Sage One to other apps | From other apps to Sage One | See it on my Impac! Dashboard | ||||||
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My Company | Company | |||||||||
ContactsOrganizations | Customers | Invoice List widget (If invoice is attached) | Invoices | Suppliers | All invoice widgets | Leads | Customer Details widget | |||
People | Reflected in a new Organization with same name | |||||||||
Leads funnel / Leads list widgets | Organizations | Invoice List widget (If invoice is attached) | ProductsItems | Items | Growth per product widget (if sales behind product) |
Accounting data shared
Journals
Bills Purchase order list widget Payments (only suppliers)
Opportunities Opportunity funnel widget
order
Sales order Taxes Quote
Entity in Connec | Entity in Sage One | From Sage One to other apps | From other apps to Sage One | See it on my Impac! Dashboard |
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Accounts | Account balance / Accounts comparison widgets | |||
Invoices | TaxInvoices SupplierInvoices | All invoice widgets |
Journals | DetailedLedgerTransaction | Balance sheet widget (corresponding accounts are updated) |
Payments | CustomerReceipts SupplierPayment | Balance sheet widget (accounts receivables / accounts payables are updated) | ||
Purchase |
orders | PurchaseOrders | Purchase order list widget |
Tax Codes | TaxTypes | |||
Quotes | Quotes |
FAQ
Team Work
All the apps available on Maestrano marketplace share data with Sage One
However, these three apps are the best matching for Sage One