Frequently Asked Questions
Sage Integration FAQs
FAQs
Got a question about Sage Integration Services? Check our FAQs.
If you can’t find the answer you’re looking for, get in touch with one of our integration experts today.
Email info@cpio.co.uk or call us on 0344 880 6140.
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What is system integration?
System integration is the process of integrating a wide range of business systems, databases and applications together so that data can be pushed and pulled between them.
Businesses will usually rely on and want to use multiple systems and applications, which can include large legacy systems that connect to B2B environments, eCommerce websites and much more.
Through system integration we organisations can automate numerous data exchanges, workflows, notifications and reporting procedures.
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When do you need system integration?
Improving business performance is the fundamental reason that many businesses implement system integration.
In order to gain insight into your performance, you need a reliance on accurate data and for all of your applications to be connected.
Implementing Sage Integration Services will enable organisations to add to their existing IT environment. This will help improve business efficiency and streamline operational processes.
System integration, therefore, makes organisations much more agile, with the ability to quickly adapt to new scenarios or opportunities.
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Which is the best ecommerce trade portal for Sage software?
We would recommend, Intellisell eCommerce integration, which is built specifically for Sage ERP customers that want to allow their wholesale and trade customers to be able to buy and interact with them online.
Ordering, repeat ordering, full order history, customer-specific pricing, and invoice history, are some of the key features of Intellisell.
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Which systems do you integrate?
Intellisell will work with the majority of systems available to retail businesses.
We integrate with marketplaces and channels and also connect with your Sage software, Sage 200, Sage X3, Sage Intacct and Sage 1000, please visit our Integrations page to find out more, or contact us to talk about your specific requirements.
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What is an Enterprise Resource Platform (ERP) and B2B trade portal integration?
This is referring to the automation between the back office and your retail website. Integrating your systems ensures they work seamlessly together and eliminates the need for manual processes, saving you time, and money and ensuring accuracy and efficiency.
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Does having B2B and B2C websites on the same platform work?
Some ecommerce platforms will claim to be able to manage both processes from one CMS and within one design layout. In theory, this is a fair statement but in practice, the customer journey for one of these profiles will not quite hit the mark.
A typical B2B customer journey differs from a retail B2C client profile. On account payment, customer-specific pricing, bulk quantities, quotes and saved orders are just a few examples of the differences. When this key data needs to be fed to the trade website from a Sage ERP system, having an ecommerce platform designed specifically for trade customers that use Sage software is essential.
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Can I integrate my current B2B website into Sage?
Yes, we can help you to integrate and automate your existing website and channels into Sage 200, Sage 1000, Sage X3 and Sage Intacct.
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How do I show my customers invoices that come from Sage?
Intellisell opens up a customer dashboard once the user has securely logged in. From this point forward they will only see data that relates to their account, making it streamlined to their business.
Invoice history and copy invoices from Sage are one of the most common inbound customer service calls our customers take. Intellisell will automate this and present Sage data to your customer securely online.
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Does Sage integrate with online marketplaces like Magento, Shopify and eBay?
Through Intellisell, the eCommerce platform, we can help you integrate into any multi-channel marketplace.
We can help your business connect to existing trade portals, and shopping websites or create a new eCommerce website.
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How do I manage customer specific pricing from Sage through my website?
Sage ERP is typically the central source of product SKUs (Stock Keeping Units), pricing and stock quantities.
Through Intellisell we can present this data to your customers online via a secure online B2B trade portal explicitly designed for Sage users. Once a customer of yours has logged into Intellisell, they will be presented with the price list you have held for them in Sage.
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What is the best way to integrate multi channels into Sage?
Some Intellisell customers use OMS (order management systems) to link multiple websites and channels with orders being integrated into Sage.
There are many options available. As Sage experts, we can help to create a scalable solution that will enable to enter new markets and channels as you grow easily.
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What is the best payment gateway for Sage from a B2B website?
SagePay, now known as Opayo, is probably the most common for ecommerce websites that are integrated with Sage ERP systems. However, Intellisell is able to work with your current or chosen payment gateway.
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We have a few different websites; can you help integrate these with Sage?
Yes, we often work with customers that are multi-channel or have multiple brands.
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How much does a website integration into Sage cost?
The most asked question. It varies, for numerous reasons. A simple integration can be as little as 3 days of professional services with £300 per month for software and ongoing support.
We are able to give indicative pricing from a very high-level scope should you be looking at budgeting.
Please contact us to find out more.