After successfully connecting to Sage
Accounting, you can push customer and transactions (invoice, payment, expense)
from the system to Sage Accounting and vice versa.
How to connect with account belongs to Central European region
- Step 1. Sign up and login Sage
Developer (https://developerselfservice.sageone.com/session/new)
- Step 2. Click Create App
- Step 3. Enter App name, Homepage
URL, Callback URLs à then click Save
Homepage URL: [your domain]
Callback URLs: [your domain] + [admin/sage_accounting_integration/connect]
- Step 4. Your app
has now been created! You’ll now have a Client ID and Client Secret to use at
the next step.
- Step 5. Go to Sage Accounting integration menu in the CRM system -> Select Settings menuà Select Region as Central European
- Step 6. Copy Client ID and Client
Secret in step 4 and paste it on
this screen à
Then
select Save button
·
Step 7. Click on Connect button --> Log in your Sage Accounting
After
successful login, the system returns “Connected”
How to connect with account belongs to South African region
- Step 1. Go to Sage Accounting integration menu in the CRM system -> Select Settings menuà Select Region as South African
- Step 2. Enter API key, User name and Password -> select Save
- Step 3. Select Test Connection. If the message "Connection Successful" is displayed, you have entered the correct API, Username and Password.
- Step 4. Enable auto-sync and select one or more required organization -> select Save
