Sage 50 Integration Overview

Last updated: 30 November 2023 at 09:58:47 UTC by Russell Briggs

Our Junari Sage 50 integration is an optional add-on available to Junari customers that allows them to connect their CRM to their Sage 50 / Sage 50 Cloud accounts system.




Capabilities


Our Sage 50 integration allows you to:


  • Link your CRM Companies and Contacts to existing records in Sage 50

  • Create new Sage 50 Customer and Supplier records directly from CRM

  • Raise Sage 50 Invoices from your CRM

  • Raise Sage 50 Credit Notes from your CRM

  • View Sage 50 Invoice payments in CRM

  • Create Sage 50 purchase orders and purchase invoices from CRM

  • View your Customer and Supplier Sage 50 Account Status in CRM (including whether they are On Hold)

Works with Odoo 13 and 14 currently. Support for Odoo 16 and 17 is in the works.