Template

Salesforce to Sage 50 UK integration

SalesforceAccountsOpportunitiesPrice Books

Send new Salesforce accounts to Sage 50 UK and show reps what each customer owes.

Zynk joins Salesforce to Sage 50 UK: new and updated Salesforce accounts create customers in Sage 50, and invoices and statements from Sage come back to the matching account. Reps can see what a customer has been billed before they call, and finance stops keying customer details in twice.

More on the Salesforce integration and the Sage 50 integration.

Features

Salesforce accounts created and updated as Sage 50 customers
Sage 50 invoices imported against the matching Salesforce account
Statements and balances from Sage 50 shown on the account record
Won opportunities posted into Sage 50 as sales orders, if you want them
Sage 50 products and price lists sent to Salesforce price books
Custom Salesforce objects and fields mapped like standard ones

Benefits

Stop typing new customers into Sage 50 by hand
Give reps the invoice history before they pick up the phone
Keep one customer record across sales and finance
Quote from the prices finance maintains in Sage 50

About this Salesforce to Sage 50 UK integration

Running Sage 50 UK for your accounts and Salesforce for sales? This template sends new Salesforce accounts into Sage 50 as customers, so finance isn't retyping details from the CRM, and brings invoices and statements back to the Salesforce account. Reps see what a customer has been billed and what is outstanding without asking finance, and won deals can post into Sage 50 as sales orders when you want them to.

Frequently asked questions

Does Salesforce integrate with Sage 50?

Yes. Zynk connects Salesforce to Sage 50 UK through the Salesforce API and the Sage 50 SDK. New Salesforce accounts become Sage 50 customers, and invoices and statements come back to the account in Salesforce.

Can won Salesforce deals create sales orders in Sage 50?

Yes. Closed-won opportunities can post into Sage 50 as sales orders, with Salesforce products mapped to your Sage 50 product codes. Our team agrees which opportunity stage creates the order when we scope the integration.

Can Salesforce use Sage 50 prices?

Yes. Products and price lists export from Sage 50 and import into Salesforce price books, so opportunities and quotes use the prices finance maintains rather than an old copy.

Which Salesforce editions does it work with?

Enterprise, Unlimited, Performance and Developer editions include the Salesforce API that Zynk uses. Professional Edition needs Salesforce's API add-on before the integration can connect.

Which versions of Sage 50 does it work with?

Sage 50 Accounts in the UK, including versions sold as Sage 50cloud Accounts. Our team confirms your exact version during scoping, before any build starts.

Does it work with custom Salesforce objects?

Yes. Zynk reads your org's metadata, so custom objects and fields map in the same way as standard ones. If you keep credit terms or account codes in custom fields, they can sync with Sage 50 too.

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See the Salesforce to Sage 50 UK template in action

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