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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?
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?
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?
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)
Google Forms to Sage Accounting: Use Case(s)
> Create Contacts on Sage from Google Forms
> Create Contacts on Sage from Google Forms
> Update Contacts on Sage from Google Forms
> Update Contacts on Sage from Google Forms
Google Forms
Google Forms
Create/Update sections on Form Submit
Create/Update sections on Form Submit
Form Director
Form Director
Demo Video: Integrate Google Forms with Sage Accounting
Demo Video: Integrate Google Forms with Sage Accounting
List of Sage Accounting Sections supported
List of Sage Accounting Sections supported
Contact
Service
Product
Contact Payment
Purchase Invoice
Sales Invoice
Setting Up Form Director
Setting Up Form Director
Name your service.
Choose Sage from the list of Applications.
Choose a service under services.
Authorization For Sage Accounting Account
Authorization For Sage Accounting Account
Click on Connect.
Mention your login credentials.
Click on Allow.
Verify with Sage is connected.
Service 1: Create Record
Service 1: Create Record
Configuration for Sage Accounting
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
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.
Notification
Notification
Notify your audience with success or error notifications.
Switch on Send Email to send an email during execution.
Email Template
Email Template
Send your own customized emails on form submission to your audience.
Attachment
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
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
Execution of service
Submit the Google Form.
This Form Submission executes service in your authorized Sage account.
See created record in Sage Accounting
See created record in Sage Accounting
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