This guide is for you who want to set up the integration between Sage and Konsolidator. It will guide you through the simple integration and make you ready to synchronize your companies and their balances.
BEFORE YOU START:
- Check your user status: Only Standard or Administrator users can set up the integration.
- Log-in to Sage
- Log-in to Konsolidator
Watch the video guide or follow the steps below:
INDSÆT VIDEO
Step 1: Find the Exact integration in Konsolidator
Go to the integrations page. You can find this under the “SETUP” and then select “INTEGRATIONS” or click here: Konsolidator app - Integrations
On the integrations page, mouse over the Exact box and click on the green "SELECT"-button:
You will be presented with a dropdown where you should select Exact site domain:
You will now be presented with a pop-up window reminding you to make sure that you are logged in to the correct Exact account. When ready, click "CONTINUE":
If you are not already logged into Exact, the following window from Exact pops up, which will guide you to your Exact log-in page:
Step 2: Approve and add the Exact app
Once logged in, Exact will ask you to accept terms and conditions for the integration. To approve click both boxes of:
You will then be re-directed back to Konsolidator, where you should be able to see the integration.
Step 3: configure setup
Assign the integration to the correct company in Konsolidator, by selecting it from the dropdown menu:
You are now done with the integration, and you should see a green pop-up:
REPEAT THE PROCESS FOR EVERY COMPANY
Be aware that you should repeat the above steps for each company you have in Sage that you need to integrate with.
When adding the second company you need to use the button "ADD INTEGRATION".
Need Assistance?
Contact support for any questions regarding the integration between Sage and Konsolidator at support@konsolidator.com