Focus: The focus of this document is to provide you steps on how to integrate SageOne into your Quote Roller Account.

What does the integration do? This integration allows you to sync your contacts from SageOne into your Quote Roller account.

Please note: In order for this integration to work, you must have a SageOne UK Account. Other country accounts are not supported. Also, this integration is setup to work with SageOne “Accounts” Service.

Step 1: Login into Your Quote Roller Account.

Step 2: Click on Settings, then click on integrations. Find SageOne and click on the “Enable” button.

Step 3: Connecting SageOne with Quote Roller.

A. Login into your SageOne Account, click here.
B. Allow Quote Roller to access your data, click on “Allow Access”
C. Congratulations, you are now connected.

Step 4: Once the integration has been completed, the next display will be with Quote Roller and now you can “Sync” your SageOne Contacts with Quote Roller.

A. Sync Contacts. Click the sync button. After this has been completed, you will receive an email message from Quote Roller that the contacts have been imported. For your convenience with also provide you with a .TXT file of the contacts that were imported into Quote Roller.

Congratulations, you have successfully integrated your Zoho CRM Clients into Quote Roller!

Step 5:  Viewing your SageOne Clients in Quote Roller. Click on Clients.  Any client that has the “SageOne” icon came from SageOne.

Step 6: Re syncing and reviewing the last sync. If you ever need to re sync or obtain date/time of the last sync. This can be done under Clients > Import Contacts.

Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.