🔗 This feature is available for Starter plans.
For detailed information about each plan, you can check it out 👉 here.
This process will help you seamlessly integrate ForceManager with your existing system, enhancing your CRM capabilities with robust features and improved data management.
The installation guide comprehends two main actions:
Downloading the ForceManager Connector
Installing ForceManager CRM Add-on.
ForceManager Connector Downloading Instructions
Installation Steps:
Download the ForceManager Connector
Click on the button above or access the download through this link.
Install the Connector
Open the downloaded file on the computer or server where Sage50 UKI is installed and the data is located.
Accept Terms & Condition.
Review and accept the Terms & Conditions.
Specify the installation location for the ForceManager connector.
Complete the Installation
Follow the prompts to finish the installation process.
ForceManager CRM Add-on Installation guide
ForceManager configuration process:
1. Launch the Installation Wizard
Upon completion of the installation, the ForceManager installation wizard will launch automatically.
2. Select installation type
On the initial screen, select "Standard Installation”.
3. Create a new user in Sage50 UKI
Open Sage50 UKI.
Select the company you wish to sync with ForceManager.
Access the Users section and create a new user for data integration with ForceManager(We recommend naming this user something easily identifiable, such as "CRM.").
The user can be set up with or without a password. If a password is set, it will be required later.
Grant the user full permissions.
Complete the creation process and repeat for each company you wish to integrate.
Once all users are created, click "Next"
2.4. Enter your serial number:
Enter the Serial Number provided by Sage when the add-on was purchased.
Click "Next" to validate the purchase
2.5. Invite the administrator
Enter the required information for the user who will manage the ForceManager solution.
This user will automatically receive an invitation to the ForceManager solution once the setup is complete.
2.6. Configure Companies:
For each company you want to integrate, click "Configure"
2.8. Enter User Credentials
A new screen will prompt you to enter the credentials for the previously created Sage users of each company.
Enter the credentials and click "Next"
2.9. Begin Data Integration
Once all companies are marked as "Ready to sync," click "Next" to start the data integration.
2.10. Complete the Integration
A "Success" screen will appear when the integration is complete.
An email invitation will be sent to the user managing your ForceManager solution.
