Certify offers an integration with Sage x3 software called the Sage EM Connector tool.
This article will show you, a Certify Administrator/Treasurer, how to download the Sage EM Connector.
Step 1: Download the Sage EM Connector .zip file by following this link:
Step 2: The Download page appears. After a few seconds, the Sage EM Connector automatically begins to download. If the file doesn't begin to download automatically, click the Download button.
Step 3: Once the download is complete, go to the bottom bar and double-click the .zip file.
Step 4: The .zip file downloads to your computer. Before opening, extract the files.
Please Note: Your system may pop-up a warning, however this file is safe to download and run.
Step 5: Once unzipped, the package includes a folder named Sage EM Connector. Double-click the SageEMConnector.exe file to begin the setup process.
Please Note: Regardless of where the files are saved, make sure both files are in the same folder before running.
For further instruction on configuring the Sage EM Connector, click here.