Add-On Module: Treesoft Crm Erp Integration Sage Office Line (1:N Clients)

If you work with multiple clients in Sage Office Line, where customers and suppliers sometimes overlap, Treesoft CRM Classic Line Integration 1:n solves all the associated problems and ensures consistent data.

Address data, documents, and open items at a glance

With the help of the high-performance Sage Office Line interface in Treesoft CRM, you always have all address data, documents, and open items at a glance. With one click, you can see the desired document. The overview shows you short text one and two for each item. Activate the corresponding checkbox to directly output the parts lists, long texts, and texts. Switch to the Financial Accounting tab to get the desired overview of open items and blocking notes. Click on the open item and the corresponding document will be displayed. It’s fast and clear, just as users want it to be.

High-performance online access

Treesoft CRM reads data directly from Sage Office Line’s proprietary data. Neither a client for Sage Office Line nor the ODBC driver is required. Documents and open items are displayed in real time. Large amounts of data and networks with more than 50 workstations are no problem. In addition, address data is verified online. Treesoft CRM indicates discrepancies directly using color coding.

Versions

The Treesoft CRM – Sage Office Line integration is available for all current versions of Sage Office Line, backward compatible to version 3.3.

Bidirectional data synchronization

Bidirectional data synchronization of addresses and contact persons (write access) is performed using the Office Line functions. Unnoticed by the user, Treesoft CRM logs into Office Line as a user, writes the data record, and then logs out again. This ensures that data integrity is always maintained. In addition, a single Office Line client is sufficient for any number of Treesoft CRM workstations.

Data import and duplicate cleansing

Use the Treesoft CRM – Sage Office Line interface to import your customer and supplier addresses. Extensive comparison checks prevent duplicate addresses from being created in advance. Both the imported addresses and the addresses already stored in Treesoft CRM are linked to the addresses in Sage Office Line during the import process.

Multi-client capable, 1:n and 1:1

Do you manage multiple clients in Sage Office Line? No problem with 1:n Office Line Integration. An address record from Treesoft CRM can be linked to any number of Office Line clients. Even different customer numbers for the same customer are no problem. Data can be synchronized without any issues, even when using different versions of Office Line.