Sage helps organizations focus on high-value business analysis, insights, and cash flow management. Once integrated with AppConnect, it can be used to prevent duplicate orders, inadvertent deletions, and delays in processing. AppConnect users can reference the examples below as they begin building their own recipes using the Sage integration.
In this Article
Recipe #1 SFTP Opportunity Trigger
This recipe establishes connectivity between Sage Intacct and Insightly through SFTP.
- Properly prepare data for Sage 100 consumption (may differ based on the connector approach).
- Update txt/CSV file on SFTP site to allow Sage 100 services to pick up the file for updating/creating customer/Account/Invoice objects in Sage100.
Recipe #2 Sage to Insightly
When an invoice is created in Sage, AppConnect will search Insightly for an associated email address in opportunities, organizations, and contacts. If a match is found, the record will be updated. If not, a new record will be created.