VTiger & Sage 50 Integration
Sales/Purchase Order Import
Sage is an accounting system used by many businesses around the globe and having it integrated with the CRM is crucial. There’s currently no extension that would enable seamless sync between Sage 50 and VTiger. We’ve worked with many accounting systems, such as, Xero, QuickBooks, Peachtree (Sage 50) and are very familiar what is involved in developing the integration between the two.
VTiger CRM has exceptional quoting & invoicing capabilities as well as generating sales & purchase orders. However, it’s not ideal for accounting purposes and that’s why we created a custom export/import that gives the ability to transfer data from VTiger to Sage 50. The customization consists of 2 parts:
- Exporting VTiger Sales Orders
- Exporting VTiger Purchase Order
- Importing VTiger Sales Orders
- Importing VTiger Purchase Orders
We added a button to each record “Export to Sage 50”. The button creates a file to be imported into Sage 50. The file is formatted to meet accounting software requirements and creates a new customer’s record (if one already doesn’t exist), as well as locates existing items and imports those if, when, and how needed. We made it easy, so the data from VTiger can be exported to Sage 50 with just a few clicks.
If you need assistance with such integration, or even more complex one – we are here to help. Feel free to shoot us an email or give us a call.