Forum

Welcome to the Okappy forum which contains questions and answers around Okappy’s connected workforce management platform.

Sign up to the forum to ask your own question, get notified of responses and track other questions and answers.

Check out our forum help for more tips and tricks for getting the most out of the forum.  Alternatively, check out our help articles in our support centre or our quick tips and tricks.

Forum Navigation
Please to create posts and topics.

Linking Okappy to Sage

Hi

Can you explain the procedure to link Okappy to Sage. 

Thanks

Hi

Thanks for getting in touch.

To get your invoices from Okappy into Sage, go to the invoices screen from within Okappy, click More and then Export to Sage50.  This will create a Sage import file on your computer.  You can then import this into Sage using their import wizard.

Further information including step by step instructions and screenshots are available on our support site at the following page - https://www.okappy.com/support-article/export-your-invoice-to-sage/

If you need anything else, don’t hesitate to ask

Thanks
Lauren