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Integrate with BrightManager

How to integrate GoProposal with BrightManager (Formally Accountancy Manager).

Nuala Turnbull avatar
Written by Nuala Turnbull
Updated over 3 months ago

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

Step 1 - Obtain BrightManager Access Key

  1. On the main dashboard of BrightManager , 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.
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    EXAMPLE: eikosprojectsystemslimited
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    You will find this within your App URL at the top of your screen.
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Step 2 - Connect GoProposal to BrightManager

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

  2. Click Settings.

  3. Click Integrations.

  4. Click Connect alongside BrightManager.

  5. Enter your BrightManager Access Key
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  6. Click "connect".

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

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