The first requirement for being able to post data to Xero is to connect your account, this can be d…
Once the Junari Sage 50 Software is installed, the following set-up tasks are needed in your CRM sy…
For each user of your JAMS system, you can select what (if any) access they have to QuickBooks info…
Prerequisites You need to enter some required information on the record in CRM before you can trans…
Creating an Xero Contact from a CRM Contact In CRM go to Contacts and find the Company that you wan…
In CRM go to Invoicing and create a new Customer Invoice Select the Customer (or a contact from a c…
To create Sage 50 purchase orders directly from your CRM, do the following: In CRM go to Purchase →…
In CRM go to Invoicing and create a new Customer Invoice Select the Customer (or a contact from a c…
Invoice Payments must be entered in Sage 50 (so they can be recorded against the correct bank accou…
Invoice Payments must be entered in Xero (so they can be recorded against the correct bank account,…
Sage 50 Accounts (including the "Cloud" edition) is a Microsoft Windows application that needs to b…
To link a CRM company to a Xero Contact, first click Edit on the company in CRM, then go to the Sal…
In CRM go to Contacts and find the Company or Individual that you want to link to Sage Click the Sa…
Our QuickBooks integration is an optional add-on available to Junari customers that allows them to…
Planned Enhancements to our Sage 50 Integration Support for posting Credit Notes from CRM to Sage S…
Our Junari Sage 50 integration is an optional add-on available to Junari customers that allows them…
Prerequisites You'll need: a JAMS account with access to the Settings Area of JAMS a QuickBooks use…
Capabilities Our Xero integration allows you to: Link your CRM Companies and Contacts to existing r…
This email can be sent to new users of the Xero link... We're pleased to let you know that we've no…
1. Warning: This record has no Invoice Address Cause: You are trying to post an invoice to Xero whe…
You can create a test Xero database by going to https://my.xero.com/ and clicking the green “Add an…