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How To Integrate AccountancyManager with GoProposal
How To Integrate AccountancyManager with GoProposal

The step-by-step guide that shows you how to integration AccountancyManager with GoProposal

Nuala Turnbull avatar
Written by Nuala Turnbull
Updated over a week ago

If you want to get your AccountancyManager Integration working seamlessly, this is how to get started!

Linking AccountancyManager to GoProposal

The first thing you’ll want to do is get the API key from your AM* software, to do this, head to AM* and on the main dashboard select Tools > Integrations > GoProposal by Sage.

Within 'Next, enter your GoProposal App Name', enter in the business name you gave to your GoProposal app.

For example; eikosprojectsystemslimited

You will find this within your App URL at the top of your screen.

Once you have gathered this, head to your GoProposal app and Settings > Integrations > AccountancyManager.

Once you have added in the Access key, save your settings!

Now you have added in your Access key, you're good to go! You can now start to create proposals within GoProposal, and search for your prospects and clients within AccountancyManager.

If you have any questions, please reach out to us! 😃

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