Hi
We use BrightManager for our CRM. There is no sales integration function between Sage & BM. Has anyone come across a solution other than exporting to csv and then importing?
Thanks
Peter
Hi
We use BrightManager for our CRM. There is no sales integration function between Sage & BM. Has anyone come across a solution other than exporting to csv and then importing?
Thanks
Peter
Hi,
Thank you for using the Community Hub.
At the moment the integration with BrightManager is for contact synchronisation only. It would be possible to use Auto Entry to largely automate the import process, if you have access to that.
If you need further help or guidance the next step would to be contact us via -
https://my.sage.co.uk/public/help.aspx#/contact?locale=uk&type=customer&product=accounting-uk
Or post the need for integration to the ideas hub
Ideas hub
sagebusinesscloudaccounting.ideas.aha.io/
If this has answered your question, please click Verify Answer.
Regards
Andrew
Hi,
Thank you for using the Community Hub.
At the moment the integration with BrightManager is for contact synchronisation only. It would be possible to use Auto Entry to largely automate the import process, if you have access to that.
If you need further help or guidance the next step would to be contact us via -
https://my.sage.co.uk/public/help.aspx#/contact?locale=uk&type=customer&product=accounting-uk
Or post the need for integration to the ideas hub
Ideas hub
sagebusinesscloudaccounting.ideas.aha.io/
If this has answered your question, please click Verify Answer.
Regards
Andrew
*Community Hub is the new name for Sage City