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Customer synchronisation setup for Sage

How do I set up customer synchronisation between CleanManager and Sage?

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Precondition

 

To be able to set up the customer synchronisation you need to have created an integration between CleanManager and Sage, see more in the article: Integration setup for Sage


If your integration is already set up for Sage, you can continue setting up the customer synchronisation:

 

 

 

 

How to set up the customer synchronisation to Sage

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Log in to CleanManager with the user type Administrator
 
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In the menu, click on Settings > Integrations
 
Hereafter, you can click on the button Customers in the top section

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Click on the Dropdown button and select Sage
 
Click on Save to complete the setup

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The synchronisation is now completed, see the active Sage logo Sage_logo.png that has been assigned

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Continue to the article Customer synchronisation

Here you can continue handling the synchronisation of your customers.