Sage Salesforce Connector

Posted by Dr. Shiulee Chakraborty | Posted On September 27th, 2018|General

The AppShark Salesforce-SAGE Connector enables businesses to create instant connectivity between Salesforce and Sage ERP.

The AppShark Salesforce-SAGE integration solution enables organizations to do more throughout the enterprise, simplifying business processes, and allowing a greater focus on core business requirements and less time on overcoming integration challenges.

Salesforce Sage

Integrating Benefits

Integrating Salesforce with Sage ERP makes it easier to share financial data, check accounts, view customer orders and touch points, go over finances, and discover sales opportunities.

You’ll be able to view open balances in Salesforce, even if the information was entered in Sage ERP. When someone on the sales team enters customer details in Salesforce, the accounting department can create an invoice in Sage ERP without re-entering the data.

AppShark Salesforce-SAGE Connector provides the following benefits:

  • Access to ERP data, expenses, orders, invoices, and sales history.
  • View customized reports with insights for better forecasting.
  • Create transactions, such as estimates, invoices, and sales receipts into one system.
  • Implement automated workflows without writing code.
  • Save time and prevent errors with single entry instead of entering in both systems.

What Objects Can be Synced?

You can typically bring the following objects from Salesforce to Sage ERP:

  • Contacts
  • Accounts
  • Products
  • Companies
  • Opportunity Closed
  • Payments
  • Reports

Here are some objects you can sync from Sage ERP to Salesforce

  • Customers
  • Vendors
  • Purchase Orders
  • Bills
  • Invoices
  • Reports

Below are some sample cases of syncing:

  1. When a salesperson enters opportunities into Salesforce, the data can appear in Sage ERP as orders, invoices, estimates, or receipts. Invoices from Sage ERP will show up in Salesforce opportunities. Entering payments into Sage ERP will update the opening balance amount in Salesforce opportunities.
  2. When a customer is created in Sage ERP, an account and contact will be created in Salesforce.

How Are Salesforce and Sage ERP Integrated?

The approach we follow for integrating Sage ERP to Salesforce is a scheduled batch API, bringing data into Salesforce on a timely basis. Then Salesforce app takes care of scheduling and pulling as well as controlling the flow of data to Salesforce objects based on object mapping defined in the global configuration object. We also maintain stats about the record inflow, which will let us know which record failed and what are the missing parameters.

From Salesforce to Sage ERP we are following a real-time event pushing, which sends data immediately when a record is created.

Whenever a job is scheduled, based on configuration it authenticates with the Sage ERP. After successful authentication, it starts communicating and syncing the data between Salesforce and Sage ERP using global configuration.

Process:

  • Schedule a batch API on a timely basis
  • Load global configuration file
  • Invoke Authentication API of Sage requesting access to data
  • Invoke Sage API based on global configuration file defined
  • Sync each object data to the Inbound object
  • Insert/Upsert data to the respective object
  • Prepare sync stats for failure records

AppShark Salesforce Sage ERP Connector supported versions:

Product Name Desktop/Cloud Connector/API
Sage 100 Desktop/Online ebusiness web service (Connector) or ODBC
Sage 50 Desktop/Online ebusiness web service (Connector) or ODBC
Sage 200 Desktop/Online ebusiness web service (Connector) or ODBC
Sage One Cloud Online API
Sage X3 Cloud Online API
Sage 300 Cloud Online API

NOTE : Each desktop/cloud product has multiple versions.

Salesforce editions:

  1. Professional Edition
  2. Enterprise Edition
  3. Unlimited Edition

Architecture:

The following general architecture defines each module and its importance of Sage ERP and Salesforce CRM integration.

Salesforce Sage

Sage ERP and Salesforce integration architecture version 0.1

Controller:

  1. Decide what needs to be synced as per the pre-configured settings.
  2. Controls the flow of objects between Salesforce and Sage ERP as per the mappings defined in configuration.
  3. Decide which Sage product data will be imported into Salesforce from Sage ERP.

Scheduled Batch Jobs:

  1. Initiates the entire process on a timely basis which means a cyclic process.
  2. Initiates the controller.

API Calls to Sage ERP:

  1. Actual business logic.
  2. Conduct the sage authentication process and store/update sensitive information in configuration settings.
  3. API calls to Sage ERP.
  4. Push and pull the object’s data between Sage ERP and Salesforce CRM based on configuration settings.

Configurations:

  1. Contains client sensitive information like client Id, client secret, and refresh token which is required at the time of authentication and API calls
  2. Configure the sage product info (Cloud/Desktop version).
  3. Configure the list of objects to be synced between Salesforce and Sage ERP.
  4. Configure the list of Sage APIs.
  5. Configure the business country.

Object Sync:

  1. Inbound and outbound queue which holds API responses.
  2. Success and failure records.
  3. Sync statistics like failed count, success count, etc.
  4. Mail notifications for failures.
  5. Logging on failures.

What Are the Advantages and Disadvantages of Each Integration?

Simply integrating two systems is an imperfect process when using an out-of-the-box solution. It is possible for developers to work with the APIs to iron out the kinks. But the challenge will be thinking through all the possibilities and being prepared for any object mismatch.

After successful integrating Sage ERP and Salesforce, your organization will appreciate not having to re-enter or copy-paste information repeatedly. This will also cut down data entry errors. Your teams will have more information about your customers, which will enhance customer service and support. Best of all, team members can spend more time on the application they know best: Salesforce for sales and Sage ERP for finance.

Related posts

Boost your chances of a successful Salesforce integration by working with an experienced Salesforce developer. To discover the Salesforce integration possibilities, please contact us at customersuccess@appshark.com.

 

Categories: General

Dr. Shiulee Chakraborty

Dr. Shiulee Chakraborty has six years of research experience in the field of data science, which includes machine learning, predictive analysis, forecasting, and statistical modeling. She has completed her Ph.D. from IIT and was honored with a gold medal by the President of India for her research.

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