integraid

Connect and automate Sage

Your no-code integration tool to sync Sage with Salesforce.

With integraid and the Maesn Unified API, you can connect Sage Accounting and Sage Active directly to Salesforce—bringing all finance data together without silos.

  • Auto-sync customers, invoices, payments & expenses between Sage and Salesforce

  • Unified integration across multiple Sage products via Maesn

  • Optional two-way sync – e.g. push invoices from Salesforce to Sage and return payment status

  • Secure OAuth2 authentication via Sage Developer – fully GDPR-compliant

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Sage

Kategorien:

Accounting & ERP

Sage is a leading provider of business software for small and medium-sized companies, offering solutions for accounting, ERP, finance, HR, and payroll. Its portfolio ranges from Sage Business Cloud and Sage Accounting to Sage 50, Sage 100, and Sage X3 — covering everything from basic bookkeeping to comprehensive ERP for growing SMEs. With cloud-based products tailored to the German market, Sage helps businesses manage orders, inventory, financial accounting, payroll, and HR in an integrated way — including GoBD-compliant bookkeeping and interfaces to tax advisors and systems like DATEV. And with integraid, you can connect Sage with Salesforce — without writing any code.

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Use Cases:

  • Sync Customers, Products & Documents Between Sage and Salesforce

    When new customers, suppliers, or articles are created or updated in Sage, integraid can automatically create or update corresponding Accounts, Contacts, and product records in Salesforce. Order and invoice references can also be synced to keep CRM and ERP fully aligned.

  • Create Sage Orders & Invoices from Salesforce Opportunities

    As soon as an Opportunity is marked “Closed Won” in Salesforce, integraid can generate the matching order or invoice in Sage, including customer data, items, and tax settings. This shortens the quote-to-cash cycle and avoids manual re-entry in the ERP system.

  • Track Financial Status & Open Items Directly in Salesforce

    Sync invoice status, open items, and payment history from Sage back into Salesforce. Sales, customer success, and management teams can see outstanding balances, payment behavior, and revenue per customer right on the Account or Opportunity.

  • Automate Workflows Across Sales, Operations & Accounting

    Use integraid to trigger Sage processes from Salesforce events — for example, creating standing orders or service contracts after a deal closes, updating project or inventory data, or sending structured data to the tax advisor. This builds an end-to-end flow from CRM to ERP and finance.

Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.