Sage Accounting Links for ACT!

ACT! 2011 includes a free integration link with Sage Instant Accounts (v16 & higher) and Sage 50 Accounts (2010 & 2011 editions).

By linking ACT! with Sage accounting software, users have easy access to complete financial and contact information for every customer within a single interface.

ACT! Accounting Integration with Sage 50 Accounts

Import customer, supplier & product detail into ACT!
Map fields between ACT! & Sage 50 Accounts so updates only have to be applied once
Check complete customer & supplier financial detail in ACT!
Link ACT! contacts and companies to Sage 50 Accounts records & automatically synchronise data changes
Drill down to view detailed order and invoice information in ACT!
Convert ACT! opportunities to a Sage 50 Account sales order or invoice
Check Sage 50 Accounts pricing and product lists from ACT!
Share one Sage Accounts installation with multiple ACT! users


With the new Sage accounts integration more data can be synchronised between ACT! & Sage Accounts including product tables to help sales teams quickly produce quotes. Once sales opportunities are won order detail can now automatically be sent to Sage Accounts for invoicing without any duplication of effort!

Connect front & back offices with ACT! & Sage 50 Accounts integration

Seamless links between ACT! and Sage 50 Accounts provide a complete view of each customer within the ACT! interface so key personnel can better understand each contact and streamline processing between sales and accounts teams.

Populate ACT! with Sage Accounts details - import new ACT! contacts and companies from customer and supplier detail in Sage and apply dynamic links to synchronise field changes. Build queries and set preferences to precisely select which records are to be imported into ACT!
Full visibility of customers - check credit limits, sales to date, account balances, transactional data as well as trading terms and discounts within a single ACT! screen.
Drill down for financial detail -filter account displays in ACT! and follow links to view order and invoice detail.
Improve communication - customer facing ACT! users can use live customer financial data to better understand clients, recognise profitable accounts and quote correctly to sell more profitably and strengthen customer service.
Import product lists - log ACT! opportunities and prepare quotes using imported product lists including product codes, descriptions and agreed customer discounted prices to avoid re-typing detail that's already held in Sage Accounts.
Convert ACT! opportunities to invoices - create new orders and invoices from ACT! sales opportunities for prompt processing without the need to re-key order detail.

KEY BENEFITS

Give customer facing staff real-time financial information for every customer to make better decisions.
View complete trading history within ACT! for every customer.
Sync ACT! and Sage records to automatically apply field updates from one interface.
Import contacts & companies from Sage.
Import Sage product lists including client discount levels.
Drill down to see invoice & order detail in ACT!
Create Sage 50 invoices & sales orders from ACT!
Supplied free with ACT! 2011 & ACT! Premium 2011.
Works with Sage Instant v16 & Sage Accounts 2010.