How to connect Sage Accounting to Albato

Sage Accounting: Automate your accounting software
9/18/2023
·
1 min. read

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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