SugarCRM

Connect SugarCRM

SugarCRM is a flexible CRM that companies often tailor heavily to their own process, with accounts and opportunities as its base. However bespoke your pipeline is, the won opportunity still has to become a debtor and invoice in your accounting. Schakel brings your accounts across as relations and your won opportunities across as invoices, so your own Sugar setup carries through to your ledger.

Systems · 180
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SugarCRM

What travels with SugarCRM

  • Accounts as relations

    Every account behind an opportunity becomes a relation in your accounting, with address and VAT number. Existing relations are recognised.

  • Won opportunities as invoices

    An opportunity marked closed won can land as an invoice with amount, lines and VAT in your books.

  • Custom fields and ledger

    You decide which fields flow to the invoice and on which ledger the revenue lands, matching your Sugar setup.

Why connect SugarCRM

  • Your own Sugar setup carries through to your ledger.
  • Accounts and relations stay clean and free of duplicates.
  • Custom fields decide what appears on the invoice.
  • Sales works in SugarCRM, finance in the books.

How it works

  1. 01

    Connect SugarCRM

    Connect SugarCRM to Schakel through its API. You rebuild no logic inside Sugar itself.

  2. 02

    Set the booking rules

    Choose which opportunities book and on which ledger and VAT rate they land.

  3. 03

    Won deals post through

    As soon as an opportunity is closed won, the relation and invoice are ready in your books.

SugarCRM, common questions

Can I connect SugarCRM to my accounting?

Yes. Request this connector and get access; your accounts and won opportunities from SugarCRM are then placed in your accounting as relations and invoices.

Does this work with my custom fields in Sugar?

Yes. You decide which fields flow to the invoice and relation, so your customisation is preserved.

Which accounting can I connect to?

SugarCRM can connect to packages such as Moneybird, Exact Online and Twinfield. Request the connector for your books.

A SugarCRM connection you do not see here?

Tell us which system SugarCRM should connect to. Request it and you get access; you hear from us within 24 hours.