AccountancyManager Integration

Start saving time by streamlining your processes through automatic task generation as soon as your client accepts their engagement.

Match your tasks that have already been created in AccountancyManager to your line items in GoProposal so you never miss a task again (based on the service agreement with your client)

Automatically view your clients documents in one place within their AccountancyManager timeline once your client has accepted their engagement

Getting started with GoProposal and AccountancyManager is simple and connecting the two platforms is fast because of our innate integration

Connect the platforms for an integrated workflow

Head to Settings > Integrations > AccountancyManager Integration and add in your AM Access Key (AM = AccountancyManager). To find your Access Key, within AM head to Tools > Integrations > GoProposal by Sage and select ‘copy’ beside the API Key. Within the text box, add in your GoProposal URL and select ‘Confirm App Name’. URL example: ascendpremiumaccountingservices

Setup your line items for task creation

Select Configure > Line Items > ‘Edit Line’ beside any of your line items. From here, select the Integrations tab, and select a work template from the drop-down list. Make sure the work template you’d like to select already exists in AccountancyManager.

Synchronise client data

Start connecting your clients on GoProposal’s Create Proposal page. Select the text box and start typing a client's name and click ‘Search’. If you’re not able to find the client you’re looking for, select ‘search more from AccountancyManager’ and this will search for both clients and prospects already in AM.

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FAQs

How does the integration enhance client onboarding? Close: If you’re already using AccountancyManager, adding GoProposal takes your client onboarding to the next level. With GoProposal, you can create professional, transparent proposals in minutes, ensuring your pricing is clear and consistent. Once a proposal is accepted, all client details sync automatically into AccountancyManager, eliminating manual entry. This integration saves you time, standardises your process, and keeps everything compliant, so you can onboard clients faster and with less hassle.
Can I import my existing contacts from AccountancyManager into GoProposal? Close: Absolutely! If you're using AccountancyManager, you can easily import your existing contacts into GoProposal, so you don’t have to enter client details manually. The integration pulls in key information like names, contact details, and company information, ensuring accuracy and preventing duplication. This means you can create proposals faster while keeping everything organised and in sync across both platforms.
What should I do if my clients' information doesn't sync correctly between the two platforms? Close: If your client information is not synchronising correctly between GoProposal and AccountancyManager, start by checking that the integration is properly connected and that both platforms are up to date. Next, review your sync settings to ensure everything is configured correctly. If the issue persists, reach out to our support team, and we will be happy to assist you with troubleshooting the issue.

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