The integrations portal allows you to configure integrations with common cloud-based platforms.
To access the portal simply select Setup > Integrations and locate the following tile:
Step 2: Connect To Sage
Click the Connect button on the Sage tile and the following form will be displayed:
The system will display a message asking you to Allow access as follows:
Click the Allow Access button.
The system will then return you to the Integrations Portal and display Connected on the Sage tile as follows:
Step 3: Export Existing Clients
To get started using Sage it is recommended you export your existing clients by clicking the Export clients button on the Sage tile.
This will do the following:
Step 4: Configure Sage Accounts
Select a Sage Tax Type and click the Submit button.
Step 6: Export Existing Invoices (optional)
You can export existing Invoices from Matters.Cloud to Sage by clicking the Export invoices button on the Sage tile.
This will do the following:
Create a new Invoice within Sage for every Invoice within Matters.Cloud that is related to a Client that also exists within Sage.
Update Matters.Cloud so that any updates made to the Invoice going forward will be published to Sage automatically.
Note: If you have previously entered Invoices manually into Sage it is not recommended as it will create duplicate records within Sage.