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 24SevenOffice integration in Konsolidator
Go to the integrations page. You can find this under SETUP in the left-side panel and then select INTEGRATIONS or simply click here: Konsolidator App - Integrations
On the integrations page, mouse over the 24SevenOffice box and click on the green "SELECT"-button:
You will now be presented with a pop-up window with 5 steps to complete the connection:
Step 2: Set up the connection between 24SevenOffice and Konsolidator following the 5 sub-steps
- Log in to your 24SevenOffice account.
- Navigate to integrations: On the left-side menu, open the “Administration” tab, and select “Integrations”.
- Add a new connection: Choose the “+ Connect application” and paste the Konsolidator application ID. You can find the ID in the 3-step pop-up window at the Konsolidator tab.
- Read and Accept Terms and then Scope.
- Copy the Organization ID and then go back to the Konsolidator Application to finish the setup.
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