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Integrate with AccountancyManager

How to integrate GoProposal with AccountancyManager.

Nuala Turnbull avatar
Written by Nuala Turnbull
Updated over 5 months ago

It's simple to connect GoProposal with AccountancyManager. Just enter your AccountancyManager Access Key into your GoProposal integration settings.


Step 1 - Obtain AccountancyManager Access Key

  1. On the main dashboard of AccountancyManager, click Tools

  2. Click Integrations, then GoProposal by Sage.

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



    EXAMPLE: eikosprojectsystemslimited

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


Step 2 - Connect GoProposal to AccountancyManager

  1. Once you have your access key, go to GoProposal.

  2. Click Settings.

  3. Click Integrations.

  4. Click AccountancyManager.

  5. Enter your AccountancyManager Access Key


  6. Click Save Settings.

You can now start to create proposals within GoProposal, and search for your prospects and clients within AccountancyManager.

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