Nick Ellis

Hi, I am new to Sage integration having come to it from the other side - we're looking to integrate with Dynamics 365 Sales. My client uses desktop software and believes that - quote - although it says cloud it's not really. This is, apparently, what she was told by a previous consultant. I'm not a Sage expert (understatement of the decade) so I'm wondering if she's right. I've followed the Postman quick set up instructions but not had any luck with the client entering logon details at the Sage Cloud windows, though she seems uncertain about which credentials to use since everything is stored in a local client and she does not log on daily. I've tried uploading a screenshot of the help/about from her desktop client but it fails repeatedly. Here are the key facts: Version 26.3.245.0 SBD Desktop Version 15.0.96.0 Internet Submissions Module Version: 2.0.0.78 Is it going to be possible to integrate through the API with this? Or do I need to get the client to move their account? Thanks Nick

Hello all. As you can hopefully see, I'm Nick Ellis. I'm a process and transformation consultant with a background in application management, specialising in SME business improvement. I find myself here as I am running a Dynamics integration project and need to align the account and contact records. Any pointers gratefully received! Thanks Nick