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Sync Sage data to Sourcetable


Sage is a customizable client relationship management suite with a wide array of tables and data storage options, helping SMEs to optimise customer experience through tools that manage new and existing client relationships. It can be used to track customer service KPIs such as sales pipeline progress, support tickets and customer SLAs.

Sync Sage data to Sourcetable

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Find out how to make the most of your Sage data with Sourcetable

Sourcetable Benefits

Data & analytics

Up-to-date, reliable CRM metrics can make all the difference for business owners looking to gauge their performance over time, and adjust their tactics to improve customer retention. Syncing CRM data from Sage to Sourcetable lets users query it alongside data from other platforms in one simple, accessible spreadsheet, and analyze rep performance, Activity and Campaign Reports and user churn at a glance.

Different charts and graphs as an example of data and analytics like Churn, LTV, ROAS, etc.


Syncing your Sage data to Sourcetable lets everyone on your team track your business’ customer support data quickly and easily, no knowledge of SQL required.

All your sales data in one place

Sourcetable intuitively brings together key data from over 30 different platforms and databases, including Sage - allowing product, marketing and finance teams to gauge their ongoing performance at a glance, automate processes and inform next steps while saving time for what matters most: selling your products.

Icons of example integrations all converging into a sourcetable spreadsheet representing how you can source data from virtually any service

Find out how to get the most from Sage with Sourcetable

A Magic Wand

Smart Templates

Use intuitive out of the box templates to merge sales and customer data, and enhance data collaboration across your entire organisation

A Magic Wand

Quick Analysis

Analyze your Sage CRM data alongside findings from separate payment and marketing platforms, generating cross channel reports in the blink of an eye

A Magic Wand

Ease Of use

Compile and query all your Sage data in one spreadsheet to identify the key business insights behind the numbers, and improve your customer service and overall performance

Who uses Sage data in Sourcetable

📈 Marketing and Advertising professionals

👷🏿 Sales and Sales Ops folk

👩🏼‍💼 Customer Support Managers

🚀 Founders

🏢 Ecommerce businesses

Sample companies

Online businesses integrating Sage with Sourcetable have access to all relevant data on accounts, contacts, leads, opportunities, engagement and overall performance.

  • Software as a Service

    (SaaS) companies
  • Retail online stores

  • B2B Platforms

  • B2C Marketplaces

  • Subscription services

What makes Sourcetable special?

A Magic Wand


Connect, sync and query data from Sage with findings from 30+ other sources, to drive decisions and improve customer experience

A Magic Wand


Use Sourcetable to automate manual work like adding tickets to your team's project management app, or creating tickets from form entries.

A Magic Wand


Create and share workflow templates among members of your team, regardless of their level of tech skills

Frequently Asked Questions

How do I sync Sage data to Sourcetable?
Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your Sage data.
How easy is it to visualize my Sage data using Sourcetable?
Sourcetable comes with a full Visualization suite including charts, graphs, conditional formatting, pivot tables and everything you might need to create shareable reports.
What common integrations do people combine with Sage?
Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key performance metrics from Sage - and other CRM platforms such as Salesforce and Zendesk - at a glance, without prior knowledge of SQL or other data languages.

Connect your Sage Data

Analyze data, automate reports and create live dashboards
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