SageOne: Overview

Introduction

If you are connecting Commusoft with an accounting package there are a few steps you will need to follow.

These steps depend on your situation.

Find the appropriate option from the list below and follow the instructions.

Please note that Commusoft cannot be held responsible for the quality of data. Please ensure the data in your accounting package is of good quality and in the correct fields. 

 

Option 1

You have been using Commusoft and are just starting with an accounting package (and you have not added customers and suppliers to the package) 

 

1. Get Started

First steps toward your integrations

2. Set up your Nominal Accounts

For data transfers to work, you will need to link any Bank, Sales and Expense accounts  you might use. Setting up these nominal accounts establishes the pathways so that you  can send your data to the appropriate account in your accounting package.

3. Send your Data to your Accounting Package

Customer and Supplier records that exist in Commusoft will then be created in your  package automatically when you send your data in the final step

 

Option 2

You have been using Commusoft and an accounting package side by side

 

1. Get Started

First steps toward your integration

2. Set up your Nominal Accounts

For data transfers to work, you will need to link any Bank, Sales and Expense accounts you might use. Setting up these nominal accounts establishes the pathways so that  you can send your data to the appropriate account in your accounting package.

3. Link Existing Customers 

Tell Commusoft which customers link with which customers in your accounting package

4. Link Existing Suppliers (If you are using the purchasing module)

In the same way you need to link customers, you also need to tell Commusoft which suppliers link with which suppliers in your accounting package

5. Send your Data to your Accounting Package

This finalises the link between Commusoft and your accounting package

 

Option 3

You have been using an Accounting package and have just started with Commusoft

 

1. Import Data from your Accounting Package

If you have been using a different system, it might be possible to import your customer data into Commusoft. This can be done in the setup wizard, but if you need any help with this contact the support team.

It is important to check and adjust the information transferred from the accounting package as the two system will have different fields inputs. Commusoft can not take any responsibility for the content and quality of any imported data.

2. Get Started

First steps toward your integration

3. Set up your Nominal Accounts

For data transfers to work, you will need to link any Bank, Sales and Expense accounts you might use. Setting up these nominal accounts establishes the pathways so that  you can send your data to the appropriate account in your accounting package.

4. Link Suppliers (If you are using the purchasing module and have suppliers already added to your accounting package)

If you are using the purchasing module and already have suppliers in your accounting package, you will need to add these in Commusoft then link them with those in your accounting package. 

5. Send your Data to your Accounting Package

This finalises the link between Commusoft and your accounting package

 

Have more questions? Submit a request

0 Comments

Article is closed for comments.