Sage Accounting

Google Forms + Sage Accounting Integration

Create or Update Contact, Service, Product, Contact Payment, Purchase Invoice, and Sales Invoice in Sage Accounting on Google Form submission.

How to integrate your Google Form with Sage Accounting?

You can integrate Google Forms with Sage Accounting using Form Director. Form Director enables you to connect Google Forms with Sage Accounting, allowing you to create/ update Contact, Service, Product, Contact Payment, Purchase Invoice, and Sales Invoice based on form responses.

When a user submits a Google Form, the responses are automatically sent to Sage Accounting, where Contact, Service, Product, Contact Payment, Purchase Invoice, and Sales Invoice are created/ updated accordingly.

What is Form Director?

Form Director is a Google Workspace add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks, etc.

Installation:

It is available in the Google workspace Marketplace.

Please check installation instructions to install the add-on.

What is Sage Accounting?

Sage Accounting is a software program that allows small business owners to track their income and expenses in multiple currencies, as well as track inventory and manage invoices.

Sage is the market leader for integrated accounting, payroll, and payment systems, supporting the ambition of the world's entrepreneurs.

Google Forms to Sage Accounting: Use Case(s)

> Create Contacts on Sage from Google Forms

> Update Contacts on Sage from Google Forms

Google Forms

Create/Update sections on Form Submit

Form Director

Demo Video: Integrate Google Forms with Sage Accounting

List of Sage Accounting Sections supported

Contact
Service
Product
Contact Payment
Purchase Invoice
Sales Invoice

Setting Up Form Director

Name your service.
Choose Sage from the list of Applications.
Choose a service under services.

Authorization For Sage Accounting Account

Click on Connect.
Mention your login credentials.
Click on Allow.
Verify with Sage is connected.

Service 1: Create Record

Configuration for Sage Accounting

Select a Sage Business.
Select a Sage Section.
Select a key field for the update if the selected service is 'Update'.

Mapping

Mapping of form fields to that of app fields is to be done in order to create contact with your form data.

Click on the add icon to add a new mapping

Once you have done mapping you can save the service.

Note: Mapping should be done between the app field and the form field of the same type.

Explore Mapping types

Notification

Notify your audience with success or error notifications.
Switch on Send Email to send an email during execution.

Email Template

Send your own customized emails on form submission to your audience.

Read more about Email template

Attachment

Select the attachment to the email from the file upload in Google Forms.
Click Pick Drive Files to attach files to the Email.

Finish setting up

Save service

You are all set to direct the Form Data in Sage Accounting on your Google Form submission.

Execution of service

Submit the Google Form.
This Form Submission executes service in your authorized Sage account.

See created record in Sage Accounting

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