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  • Welcome to Albato Help

    How to connect Sage Accounting to Albato


    IN THIS ARTICLE

    Award winning accounting from the leader in financial accounting software - Sage Accounting. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

    Available triggers

    Triggers are the events that trigger the automation, All triggers run in real time, i,e, data is transferred in the moment the event occurs

    • New Contact / Customer
    • New Product
    • New Service
    • New Purchase Invoice
    • New Sales Invoice

    Available actions

    Actions are what Albato performs when your automation is running, Actions also allow you to transfer data to other apps and systems

    -Create Contact / Customer

    • Create Product
    • Create Service
    • Create Purchase Invoice
    • Create Sales Invoice
    • Find Sales Invoice
    • Find Purchase Invoice

    Before setting up integrations with Sage Accounting, connect the app to Albato.

    To do this, go to the Apps section and click the Add a connection button.

    Example.png

    Select the app and click the Add a connection button.

    Sage Accounting.png

    Come up with a name for your connection.

    Click the Continue button.

    Sage Accounting (1).png

    Grant Albato access to your Sage Accounting account.

    Sage Accounting (2).png

    Choose your Sage account region.

    Sage Accounting (3).png

    Sign in to your Sage account.

    Sage Accounting (4).png

    The connection is ready!

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