Sage Integration Guide

Sync your invoice and customer data directly from Salesforce to Sage.
This integration ensures accounting accuracy by seamlessly pushing relevant invoice data, customer records, and revenue recognition dates from your TMS to Sage.

Overview

The Salesforce–Sage integration automates the invoicing process and streamlines financial workflows. Once configured, users can:

• Push invoices from Salesforce to Sage

• Auto-create customer records

• Set revenue recognition periods
• Monitor error-free data flow between systems

This guide covers required field setup, expected system behavior, and known limitations.

Setup Requirements

• Access to Sage Intacct Web Services
• Custom Setting configured in Salesforce for Sage
• Apex logic enabled for invoice/customer creation
• Salesforce support activation (integration must be turned on in your org)

How It Works

1. A Load is completed and ready to invoice
2. You trigger the Push to Sage button from the invoice page in FTM
3. The integration attempts to:
   • Create or update the customer in Sage
   • Create the invoice in Sage with all mapped fields
4. Success or failure messages are logged in FTM

Field Mapping

FTM Field	Sage Field	Notes
Customer Name	Customer ID / Name	Auto-created if not existing in Sage
Customer Billing Address	Address Line	Required to prevent null invoice records
Load Number (FTM)	Invoice Memo / Ref	Used as reference in Sage
Total Invoice Amount	Total Amount	Pulled from Line Items in FTM
Revenue Start/End Date	RevRec Start/End Date	Must be included in request to support revenue reporting
Unit	Unit	“each” is default if not provided; system bug previously removed it
Line Description	Line Item Memo	Often includes cargo type or load notes

Common Issues + Fixes

• Issue: Invoice shows NULL fields in Sage

Cause: Missing customer name, ID, or address in FTM
Fix: Ensure all required fields are populated in FTM before submitting

• Issue: Unit “each” not being auto-generated

Cause: Conflict when RevRec dates are included in the request
Fix: FTM has updated the backend logic, both fields now work together. Contact FTM support if the bug persists.

• Issue: Invoice doesn’t push and no error appears

Cause: System may fail silently if Apex logic fails without exception thrown
Fix: Check that all required fields exist, and confirm with your admin that the Sage integration logic is still active

Admin Setup Notes (Salesforce)

FTM’s engineering team has deployed a Custom Setting named Sage in Salesforce to allow secure credential storage and easy updates.

To update Sage credentials:

1. Go to Setup > Custom Settings

2. Find the setting called Sage

3. Click Manage

4. Click Edit

5. Update any field (e.g., Sage Password ID)

6. Click Save

This allows sandbox-to-production deployment without exposing hardcoded passwords.

Limitations

• Special characters like & in customer names may fail in Sage’s API, these are now filtered automatically by Salesforce
• The integration works only with valid billing addresses. Incomplete records will fail silently
• Users will not receive UI errors unless a custom notification is built

FAQs

1. Can I send revenue recognition and unit fields at the same time?
   Yes, this is now supported. If it fails, contact [email protected] to confirm your environment has the latest update.
2. What if the customer already exists in Sage?
   The system will skip customer creation and attach the invoice to the existing record based on name match.
3. How do I know if my invoice was pushed successfully?
   You will receive a success message in FTM. If not, the record remains in FTM with no Sage ID attached.
4. Can I update Sage credentials without a developer?
   Yes, use the Salesforce custom setting: Setup > Custom Settings > Sage.
5. Do I need to map every field manually?
   No, FTM handles field mapping automatically as long as your invoice and customer records are complete.

Need Help?
For setup help or issues, email: [email protected]