Sage Business Cloud Accounting

·       Bitrix24 Professional/Enterprise or any On-premise edition with a paid up subscription

·       Active Sage Business Cloud Accounting subscription

In the top search type “Market” and select the Market menu item

In the Bitrix24 Market search for FullView and select “Sage Business Cloud Accounting”

Once the application is installed, open it and start by completing your details and then selecting the Sage company you want to integrate to:

Once the application is installed the user will be prompted to perform a synchronization of VAT, customers, and products. Please note the sync could take a considerable amount of time and check back at the status on the dashboard before starting to use the application.

In the screen the application allow the user to map the VAT Standard Rate in Sage Business Cloud Accounting to the same rate in Bitrix24. Furthermore, the VAT Zero Rate in Sage Business Cloud Accounting must also be mapped to the correct rate in Bitrx24.

In the screen the user will be able to map an existing VAT number in Birtix24 to the VAT number in Sage Business Cloud Accounting or to create a VAT number field in Bitrix24

In the screen the application will list all the customers in Sage Business Cloud Accounting and allow the user to map it to Companies in Bitrix24 (no 1 on the screenshot), to create the company in Bitrix24 (no 2 on the screenshot) or ignore the company in Sage Business Cloud Accounting (no 3 on the screenshot). By default, the application is set to create the company in Bitrix24 allowing the user to just move to the next stage. Please note the sync could take a considerable amount of time and check back at the status on the dashboard before starting to use the application.

In the screen the application will list all the products in Sage Business Cloud Accounting and allow the user to map the item to a product in Bitrix24 (no 1 on the screenshot), to create the product in Bitrix24 (no 2 on the screenshot) or ignore the item in Sage Business Cloud Accounting (no 3 on the screenshot). By default, the application is set to create the product in Bitrix24 allowing the user to just move to the next stage. Please note the sync could take a considerable amount of time and check back at the status on the dashboard before starting to use the application.

Congratulations, the application is now installed and to confirm, you can search for “Sage” in the main search and open the application to view the dashboard.

Retry on sync failure

If you open the dashboard and see the following under Sync status:

Click on the retry link and you will see the following message:

Please check back later to see if the sync completed successfully.

If the sync is still failing after retry, please contact support, support@fullviewsolutions.co.za.

To allow the application to run as a Business Process you need to set-up the business process

Go to CRM and the CRM Settings. Open Business processes and create a new workflow template under Invoices

Name the new template and ensure that the tick boxes are all unticked.

Select the application and configure the input properties as below:

*The “Invoice Number prefix” and the “Run as” user can be customized.

To ensure that the application success and error comments are posted to the Invoice on Bitrix24, add a flow control conditional to capture the app response. Setup as below:

Setting up the flow control conditional to check for an app response:

Add app response information to the “add comment to item” block: