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SageOne Integration
SageOne Integration
Clayton avatar
Written by Clayton
Updated over a week ago

Jetbuilt supports SageOne integration. Projects can be exported from Jetbuilt to SageOne where your products and services are matched up in SageOne and the project is created as a "Sales Estimate". 

In order to set up the SageOne integration, authorize the integration by going to Settings > Company > Integrations. Then click the "Connect to SageOne" button. 

Through your SageOne account you will be asked to allow Jetbuilt access to the account:

Then you will configure the SageOne integration by inputting your Jetbuilt income types:

Before exporting the project, make sure that the tax rate is set in Sage One. You can set the tax rate in SageOne by going to Settings > Sales Taxes > "Edit your tax settings".

Once this has been done, you are ready to export the project from Jetbuilt to SageOne. In Jetbuilt, go to the Overview page of a project and click "Export to SageOne" located in the lower, right-hand side under the Additional Tools section:

Once the project has been exported to SageOne, you will be able to access the project information in your SageOne account. Under the "Sales" tab, select "Quotes and Estimates" and you will be able to see the line items, project information, and project total. 

We hope this helps! 😄

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