---
title: 'Sage Active + Apptivo'
url: 'https://www.staging38.commercient.com/product/sage-active-apptivo/'
date: '2026-06-19T11:03:34-04:00'
modified: '2026-06-19T11:03:35-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Sage Active to Apptivo, giving your team access to Sage Active data directly within Apptivo. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Sage Active and Apptivo, giving sales teams access to ERP customer, order, invoice and inventory data from inside Apptivo. Account managers can review open Sage Active Invoices and Sales Orders alongside Apptivo deal activity to prioritise follow-ups and renewals.

## What syncs

- View Sage Active Inventory in Apptivo
- Sync Sage Active Payments to Apptivo Account Records
- Access Sage Active Price Lists from Apptivo
- Sync Sage Active Credit Notes to Apptivo
- Import Apptivo Contacts as Sage Active Customer Contacts
- Connect Sage Active Quotes to Apptivo Opportunities

## Why Commercient

### Forecast and pipeline accuracy

Align Apptivo deal values and expected close dates with Sage Active order and revenue data to give sales managers more accurate pipeline reporting and revenue forecasts.

### Credit and order limit visibility

Sync Sage Active customer credit status and order limits to Apptivo so sales reps know a customer's account standing before quoting or accepting new orders.

### Sales rep account management

Connect Sage Active Customers account assignments to Apptivo Customers so sales reps in the CRM always see the accounts they own, with full ERP order and financial context.

### Upsell and cross-sell visibility

Access Sage Active purchase history and product usage data in Apptivo so sales teams can identify upsell and cross-sell opportunities based on what customers have previously ordered.

## About Sage Active

Sage Active is a cloud-based accounting and business management platform for small businesses, covering financials, invoicing, expense tracking and reporting.

## About Apptivo

Apptivo is a cloud CRM and business management platform for small businesses, managing contacts, leads, opportunities, projects, invoices and customer communication.

## Frequently asked questions

### Does Commercient support two-way sync between Sage Active and Apptivo?

Commercient can support bidirectional sync between Sage Active and Apptivo, such as ERP-to-CRM customer data and CRM-to-ERP deal-to-order workflows. Two-way sync capability and object coverage depend on the systems involved and the integration scope.

### Can Sage Active Price Lists sync to Apptivo for sales quoting?

Yes, Commercient can sync Sage Active Price Lists to Apptivo so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.

### Can Commercient support dashboards or reporting from Sage Active data in Apptivo?

Commercient can support surfacing Sage Active data inside Apptivo views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Sage Active and Apptivo integration scoped and implemented?

Commercient scopes each integration project based on the customer's Sage Active and Apptivo configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Sage Active Sales Orders history sync to Apptivo account records?

Yes, Commercient can sync Sage Active Sales Orders history to Apptivo Customers records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.