How to set up and use the Sage integration

Planyard’s Sage integration simplifies your financial workflows by automatically syncing approved cost documents to Sage. This keeps your accounting records accurate and aligned with your project data in real time.

1. What data is transferred between Planyard and Sage

• Approved costs: All approved costs in Planyard are sent to Sage. Each entry includes a reference to the original Planyard document for easy traceability.
• Contacts: Contact data is synced in both directions — Planyard receives and sends contact details to and from Sage.

2. Set up the Sage integration

You must have permission to edit company settings in Planyard and the appropriate access rights in Sage.

1. Go to Company in the top menu
2. Click Integrations
3. Under the Sage logo, click Connect
4. Log in using your Sage credentials and authorize the connection

Once connected, Planyard will automatically send all approved cost documents to your Sage account.