Billing management with Graviti system
Integration with Sage Business Cloud
How to integrate with Sage Business Cloud
In this section of the System Administration Portal, you can perform several essential functions that streamline member management and enhance the integration with Sage Business Cloud (SBC) and Graviti. Below are the detailed functionalities available:
SAGE BUSINESS CLOUD INTEGRATION CONFIGURATION
This feature allows administrators to seamlessly integrate the Member Management System with Sage Business Cloud for efficient accounting processes.
- Configuration Steps:
- Access the Integration Settings: Navigate to the 'Accounting Integration' section in the administration portal.
- Input Required Details: Fill out the necessary fields including:
- API Key: Obtain your API key from your Sage Business Cloud account settings.
- Business Name: Enter your registered business name as it appears in Sage.
- Accounting Period: Select the appropriate accounting periods that align with your financial reporting.
- Payment methods: Configure the payment methods that will be Payment Methods synced with SBC.\
- Testing the Connection: After entering the details, use the 'Test Connection' button to ensure successful communication with Sage Business Cloud.
- Save Configuration: Once verified, click the 'Save' button to store your integration settings and activate the connection.
LINK MEMBERS TO CUSTOMER ACCOUNTS
This function enables administrators to create and link customer accounts for members who currently do not have accounts. The process is as follows:
- Identify Members without Accounts: Use the member search tool to filter and find members who are not associated with any customer accounts. You will get the following results:
- Full Name: the member's complete name
- Contact Information: the email address and phone number of the member.
- Account Type: Define the account type (e.g., personal, corporate).
- Membership Level: Assign the appropriate membership level or tier.
- Create New Accounts: For each member lacking an account, click on the 'Create Account' option.
- Link Accounts: After creating the account, link it to the member’s profile for easy access and tracking.
- Confirmation: Once linked, you will receive a confirmation message ensuring that the member's account has been successfully created and linked.
SYNCHRONIZE SBC WITH GRAVITI
This functionality allows for real-time synchronization between Sage Business Cloud and Graviti, ensuring that member data and financial transactions are consistently up to date across both platforms. Below is the synchronization Process:
- Access the Synchronization page: Go to the 'Sync Settings' tab where you can initiate synchronization processes.
- Choose Synchronization Options:
- Select Data to Sync: Choose which data you wish to synchronize, including member details, transaction history, and account balances.
- Schedule Sync: Optionally, set a schedule for automatic synchronizations (daily, weekly, etc.) to keep both systems aligned without manual intervention.
- Manual Sync: For immediate synchronization, click the 'Sync Now' button to initiate a manual sync process. A progress bar will indicate the status.
- Review Sync Logs After synchronization: review the synchronization logs for any errors or issues that may have occurred during the process.
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