integrations
SugarCRM & Accounting Integrations
Gain 360° customer visibility and unify CRM and financial data in one view with our SugarCRM accounting integrations.
Accounting software we integrate with SugarCRM
We integrate your SugarCRM system with Sage Cloud, Sage 50, Sage 90, Xero and Quickbooks.
Key Features
Learn how the integration between Sugar and your chosen Accounting software works.
Financial Data Visibility in SugarCRM
Push Payment Balance, Invoice, and Credit Note details from the accounting solution into newly created Invoices and Credit Notes modules in SugarCRM.
Provide sales and customer teams with real-time visibility of outstanding balances within SugarCRM.
Account & Contact Synchronisation
Bi-directional sync between SugarCRM Accounts and Customer/Organisation records in the accounting solution.
Bi-directional sync between SugarCRM Contacts and Contacts in the accounting solution.
Product Catalogue Synchronisation
Synchronise the Product Catalogue from the accounting solution to the SugarCRM Product Catalogue, ensuring consistency across both platforms.
Automated Invoice Management
Automatically generate draft/proforma invoices in the accounting solution upon a Closed Won Quote in SugarCRM.
Credit Control Integration
Push Credit Stop status from the accounting solution into the SugarCRM Account Profile, enabling teams to make informed commercial decisions.
Key Benefits
Increased accuracy
Ensure product and pricing consistency across CRM and finance.
Cash flow management
Provides sales teams with live payment and credit information.
Reduced manual effort
Eliminate duplicate data entry by automating invoices and streamlining payments.
Book a consultation
If you're looking to integrate your accounting software with your SugarCRM system, book a free consultation with enable.services—our in-house team will help you connect your systems seamlessly.