About
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
Recipe #1 SFTP Opportunity Trigger
Field | Information |
Connections | SFTP Sage Intacct |
Trigger | Opportunity Created. |
Action | Update trigger with trigger condition based on Opportunity Stage. |
Objective
This recipe establishes connectivity between Sage Intacct and Insightly through SFTP.
Recipe Logic
- From Insightly, pull the data from the Opportunity object to identify key information from the relational Organization/Account and Contact Records.
- 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
Field | Information |
Connections | Sage Intacct |
Trigger | An invoice is created in Sage. |
Action | Update existing record or create new record. |
Objective
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.
Recipe Logic
- From the Sage SFTP site, pull new invoice information (provided in txt/csv format) and cycle through the file to identify the corresponding opportunity to map to within Insightly.
- Update the Opportunity/Customer/Organization/Account information in Insightly based on the data provided in the mapping document.