Use cases

Our SageCRM connector provides complete and tight connectivity with SageCRM, enabling you to rapidly integrate any application. Integration is made through our configuration based and code-free middleware solution, IMan.

The connector is dual direction, meaning data can be both uploaded to and extracted from SageCRM. The connector supports all entities, including custom entities, providing a ‘no restrictions’ platform with which to integrate external applications with SageCRM.

To provide you a flavour of what can be achieved, some of our previous projects have included:

• Data takeon and migration.
• Ongoing lead/company imports – import of lead and company data from several sources.
• Complex application integration – multi-entity synchronisation (company, person, address, email, opportunity, quotes & notes) between SageCRM and external systems.

Key Features

Feature rich bi-directional connector.

• Supports custom entities and fields.
• Hierarchically aware – Relationships between entities are enforced for both data import and export.
• Changes and updates to integration jobs are made seamlessly through the dynamic detection of field and entity changes.
• Record level synchronisation is made possible through the capture of record ID’s when inserting and comparison of record timestamps on update.
• Simplified Company and Person imports allows a single input record to update Company, linked Address, Phone, Email & Default Contact entities, removing need for complex transformation. Linked Entity types (Phone, Address, Email) are dynamically queried, based on the parent entity.
• Inline lookups against SageCRM data for data translation and extraction and entity ID identification.
• Integrates through a combination of SData and webservices so entity and field level security is preserved.
• A time-limited data migration license available.
• Supports version 7.0, 7.1, 7.2, 7.3, 2018 & 2019.