Sage Accounting
TARGET_SYSTEM: sageaccounting
Sage Accounting is a solution designed to facilitate management and accounting processes, save time and centralize all data in the Cloud.
| Read | Create | Update | ||
|---|---|---|---|---|
| Accounts | ⌛ | ⌛ | ⌛ | |
| Bills | ⌛ | ⌛ | ⌛ | |
| Contacts | ❌ | ❌ | ❌ | |
| Customers | ✅ | ✅ | ✅ | |
| Credit notes | ⌛ | ⌛ | ⌛ | |
| Files | ⌛ | ⌛ | ⌛ | |
| Invoices | ⌛ | ⌛ | ⌛ | |
| Items | ⌛ | ⌛ | ⌛ | |
| Journal entries | ⌛ | ⌛ | ⌛ | |
| Suppliers | ✅ | ✅ | ✅ | |
| Tracking categories | ⌛ | ⌛ | ⌛ | |
| Transactions | ⌛ | ⌛ | ⌛ | |
| Vendor credits | ⌛ | ⌛ | ⌛ |
✅ = Endpoint available ⌛ = Endpoint in progress ❌ = Endpoint not supported by Sage Accounting
How to connect to Sage Accounting
To allow your customers to link your application with their Sage Accounting account, you need to set up a Sage Accounting App and submit your application credentials to maesn.
Prerequisites
Before you begin, ensure you have the following:
- An active Sage Accounting account with a valid subscription.
Set up a Sage Accounting Application
In this step we create the App that a user can choose to install into their Sage Accounting instance to authorize the integration with your application.
- Sign in to your Sage Accounting account.
- On the welcome page select and click “Create an App”.
- App Name: This should be your application’s name. When your users link their Sage Accounting account, they will see that “App Name” is requesting to integrate with their Sage Accounting account.
- Homepage URL: The homepage of your company’s website, e.g. https://yourcompany.com/.
- Callback URLs: Should be set to https://api.maesn.dev/auth/callback/sageaccounting
- Click “Save”.
Once the application is created, the application page with all the provided info is shown. Note the “Client ID”, “Client Secret” as it will be needed later.
Configure Your Integration in the maesn API
Finally, set up your API tenant with your application’s details:
- Contact your maesn representative to submit the client ID and client secret.
If you are not sure who your technical contact is, do not hesitate to reach out to us via support@maesn.com, but do not enter your client credentials directly in the email. That’s not safe!
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