SAGA Integration

Section: Finance & Accounting
URL: /admin/saga

Overview

Bidirectional integration with SAGA accounting software.

Business value

Bidirectional integration with SAGA accounting software — so transactions flow automatically between the CRM (ops) and SAGA (accounting), eliminating duplicate data entry.

• Who uses it: Finance, controller, external accountant
• Key benefit: A single accounting source of truth without forcing the whole company onto one system.

Typical use cases:

• Daily invoice export to SAGA
• Pull SAGA chart-of-accounts for cost allocation

At a glance

Accessing this module

From the admin sidebar, navigate to SAGA Integration, or open the URL directly:

/admin/saga

List view

The list view shows existing saga integration records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open SAGA Integration from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/saga