Sage Accounting Integration module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Sage Accounting Integration Module seamlessly integrates with Sage Accounting to enable real-time, two-way synchronization of essential business data. This module simplifies data management, enhances operational efficiency, and ensures your teams have access to accurate and up-to-date information at all times. By bridging the gap between Sage Accounting and your systems, it empowers your business to focus on growth and customer satisfaction. Designed to streamline operations and ensure data consistency, the module synchronizes the following key data sets between Sage Accounting and your system.

Demo

Sage Accounting Integration Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2024-12-26 Initial version Version 1.0.2 / 2026-06-08 Added bidirectional product synchronization between Perfex CRM and Sage Accounting during invoice synchronization. Added bidirectional synchronization for Item Groups and Customer Groups. Added API support for the Africa region. Updated Sage Accounting region settings and API version labels for clearer configuration management. Enhanced invoice synchronization by automatically importing related items from Sage Accounting into CRM. Fixed automatic synchronization issues. Fixed customer synchronization from CRM to Sage Accounting. Corrected synchronization labels from "QuickBook" to "Sage Accounting". Fixed various minor issues to improve synchronization stability and accuracy. Version 1.0.3 / 2026-07-28 Fixed various minor issues.