What data is shared across my Sage software?
When Client Integration is enabled, your clients' main details data is shared.
Typically the data shared will include:
| Individuals | Sole Trades | Partnerships | Companies | |
|---|---|---|---|---|
| Gender | P | |||
| NI Number | P | |||
| UTR | P | P | P | P |
| Nationality | P | |||
| Occupation | P | |||
| Date of Birth | P | |||
| Date of Death | P | |||
| Address | P | P | P | P |
| Telephone | P | P | P | P |
| Fax | P | P | P | P |
| Mobile | P | P | P | P |
| P | P | P | P | |
| Trading Name | P | P | P | |
| Website | P | P | P | P |
| Business Activity | P | P | P | |
| VAT reg Number | P | P | P | |
| Began Trading | P | P | P | |
| Ceased Trading | P | P | P | |
| Business Address | P | P | P | |
| Date of Incorporation | P | |||
| Date of Unincorporation | P | |||
| Company reg Number | P | |||
| Registered Address | P |