Welcome back to our series of blogs highlighting integrations with HarmonyPSA that will help streamline your workflow and boost team productivity.
In Amazing Integrations #5 I'll be taking a look at how you can integrate HarmonyPSA with your Sage One account, taking you step by step through how you can export invoices and import payments.
Before you start, you will need to have Sage One set up in Harmony as your accounting package, you can check this in Setup>System>Financial Settings.
1. Connect to Sage One via your Harmony My Profile page, click on your avatar in the top right of the screen. If you have Sage One set as your accounting package in Harmony you will see the connect to Sage One button as shown below:
2. You will then be taken to Sage One to authorise the connection:
Exporting invoices and importing payments
Navigate to the Invoices Awaiting Export page in Harmony (see below) and use the filter to find the invoices you wish to export. Select those you wish to export and click the Export to Sage One button:
If successful the invoice will then appear in your Sage One account and you will get the message below in the Outcome column of the Invoices Awaiting Export grid.
If unsuccessful you will see an error message in the Outcome column.
If you want to import the payment back into Harmony, you will need to complete the payment (or part payment) transaction within Sage One.
Then you can use the below Import Payments button which will import all payments completed in Sage One:
This will allocate the payment against the correct invoice in Harmony, Once the invoice has been paid in full the invoice will be marked as paid.
If you make any payment corrections in Sage One, clicking Import Payments will update the invoice, bouncing the original payment amount and creating a new payment receipt for the amended amount.
Thanks for reading. If you have any questions or comments, get in touch. We'd love to hear from you. Look out for Amazing Integrations #6!
About the Author: Harmony Business Systems Ltd (HBS) is the company behind HarmonyPSA, the most complete cloud PSA software on the market. Developed with functionality to cater for even the most complex needs of MSPs, VARs, ISVs and Professional Services organisations, HarmonyPSA truly is the next generation of PSA systems. HBS is an independent company based in the UK. Follow HarmonyPSA on Twitter