How to Get Started with Sage Accounting on Zapier

About Sage Accounting's Integration

What kind of authentication does Sage Accounting use?

Sage Accounting uses Oauth.

Do I need a paid Sage Accounting account to use Sage Accounting with Zapier?

Yes, you need a paid Sage Accounting plan to use Sage Accounting with Zapier.

A free trial account is available for 30 days. After the trial period a paid account is required. Pricing can be found at https://www.sage.com/en-gb/sage-business-cloud/accounting/

Do I need special account permissions in Sage Accounting to use Sage Accounting with Zapier?

You need to be a Sage Accounting permissions to connect Sage Accounting to Zapier.

The Zapier integration offers the ability to access, contacts, products and create sales and Purchase artefacts. If the user is not granted permission to these areas the integration would return an error response relating to insufficient access.

Are there any API token limits in Sage Accounting when I use Sage Accounting with Zapier?

No, there are no token limits when using Sage Accounting with Zapier.

Are there any webhook subscription limits in Sage Accounting when I use Sage Accounting with Zapier?

No, Sage Accounting doesn't have any webhook subscription limits when you use Sage Accounting with Zapier.

Are custom fields in Sage Accounting supported when I use Sage Accounting with Zapier?

Yes, Sage Accounting supports custom fields.

Does Sage Accounting use real trigger samples from my Sage Accounting account?

Yes, Sage Accounting provides real trigger samples from your Sage Accounting account.

What kind of Sage Accounting hosted account can I use with Zapier?

Sage Accounting's Zapier integration supports cloud-hosted accounts only.

Connecting with Sage Accounting

When you create a Sage Accounting Zap, you'll be asked to log in to your Sage Accounting account (unless you are already logged in).

Login to Sage Accounting

Finally, you will be asked to give Zapier permission to access your account. Click "Allow” to continue.

Login to APP

If all steps were successful, your Sage Accounting account will be connected.

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