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Integration setup for Sage

How to set up the integration between CleanManager and Sage?

As an administrator in CleanManager, you can set up the integration to Sage.

With the integration to Sage, you can synchronize customer data and transfer invoices between CleanManager and Sage.

 

See here in the article on how to integrate Sage and CleanManager:


 

 

 

How to create the integration from CleanManager to Sage?

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Log in to CleanManager with the user type Administrator
 
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In the menu, go to Settings > Integrations

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Click on the Sage logo in the bottom section

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Click on Connect 

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Click Allow to continue

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 Your integration setup is now completed, see the validation icon valideret_forbindelse.png next to the Sage logo

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Continue to the article Customer synchronization setup for Sage

Here you can continue setting up the customer synchronization to Sage.