This article explains how your Onsight account interacts with your Sage 50 company after your integration has been activated.
What data gets copied from Sage 50 Accounts to Onsight?
Product data, pricing data and stock data flows from Sage 50 to Onsight.
Customer contact data flows from Sage 50 to Onsight.
Tax code data flows from Sage 50 to Onsight.
What data gets sent from Onsight to MYOB?
New customers created in Onsight get sent to Sage 50.
Orders created in Onsight get sent to Sage 50.
Quotes created in Onsight get sent to Sage 50.
Product information
Products cannot be added in Onsight. They need to be added in Sage 50. When you create a new product in Sage 50, it is automatically copied to Onsight and it is placed into a product category called ‘Imported from Sage 50’. You should mark this product category as inactive so that it does not display in the Onsight app. Then move all the products that you find there to the correct product category that you want them to belong to.
We copy several product data fields from Sage 50. Any changes you make to these fields in Onsight will be lost when we copy data from Sage 50. Therefore, you should not change any of these fields in Onsight:
- Product name
- Product description
- Cost price
- Price
- Taxable
- Applied taxes
- Stock on hand
- Product code
- Barcode
- Active
- Product price lists for customers
Additional product information
Onsight has many additional product fields that you can display in the Onsight app. Any changes you make to these fields in Onsight will be maintained and will not be overwritten when we copy data from Sage 50.
- Product images
- Product categories
- SKU
- Quantity increments/multiples
- Master products
- Minimum and maximum order quantities
- Product custom fields
- Product availability for customers
- Product discounts for customers
- Linked products (associated / alternative)
Inactive products
If you mark a product as inactive in Sage 50 it will get marked as inactive in Onsight. If you change the product back to active it will get marked as active again in Onsight.
Customer information
We copy several customer data fields from Sage 50. Any changes you make to these fields in Onsight will be lost when we copy data from Sage 50. Therefore, you should not change any of these fields in Onsight:
- Company name
- Active
- Allocated to
- Billing email address
- Taxable
- Applied taxes
- Notes
- Billing address
- Shipping address
New customers
If you create a new customer in Onsight or if your create an order for a new customer, the new customer will automatically be created in Sage 50. After this, the customer data will be managed in the same way that all other customer data is managed. Sage 50 will become the master database for the customer data fields listed above. Any changes that you make in Sage 50 will be copied to Onsight.
Additional customer information
Onsight has many additional customer fields that you can display in the Onsight app or that are used for pricing rules. Any changes you make to these fields in Onsight will be maintained and will not be overwritten when we copy data from Sage 50.
- Customer group
- Customer custom fields
Inactive customers
If you mark a customer as inactive in Sage 50 it will get marked as inactive in Onsight. If you change the customer back to active it will get marked as active again in Onsight.
Customisation
We offer many further customisation options for your integration between Onsight and Sage 50. Please see this list of available Sage 50 customisations for more details.
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