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CRM: Sage Sales Management

Interact with the Sage Sales Management API to manage accounts, contacts, products, and orders.

Pre-requisite: Install Sage Sales Management application in Profile > {Organization} > Applications to grant Zparse access.

Parameters​

Sage Sales Management Account—REQUIRED

Configured Sage Sales Management application.

Endpoint—REQUIRED

Which Sage Sales Management operation to call:

Accounts:

  • Account List — Retrieve all accounts.
  • Account Upsert — Create or update an account.

Contacts:

  • Contact List — Retrieve all contacts.
  • Contact Upsert — Create or update a contact.

Products:

  • Product List — Retrieve all products.
  • Product Upsert — Create or update a product.

Orders:

  • Order Update — Update an existing order.
Reconciliation Field

For Upsert endpoints (Account Upsert, Contact Upsert, Product Upsert), the field used to detect existing records and decide create-vs-update. Choose a value that is unique within the target entity (e.g. email for contacts, external_id for accounts).

Input​

Request

API-compatible payload (JSON or File) for Upsert and Update operations. List endpoints accept an empty/trigger payload.

Output​

Response

JSON response returned by the Sage Sales Management API.