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
Email 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