Sage Accounting
by Sage
Sage cloud accounting for small businesses in the UK, Ireland, US, Canada, France, Spain and Germany.
- Category
- Finance & ERP
- Type
- Accounting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Sales invoices
- Purchase invoices
- Contacts
- Bank transactions
- Ledger accounts
- Journals
Load Sage Accounting sales invoices into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other Sage Accounting data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Sage Accounting uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Sage if you need help.
04How it works
How it works in DataMind.
-
Pick Sage Accounting.
Open Lake, pick Sage Accounting in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Sage Accounting API docs.
-
Answer a few questions.
The AI reads the Sage Accounting documentation, then asks which credentials you will use, which data to sync (for example sales invoices and purchase invoices), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Sage Accounting data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.