Sage One is an online accounting software solution company designed to help start-up and small business owners spend less time on administrative and financial tasks. Sage One covers multiple areas of client needs namely invoicing, bank reconciliation, reporting, and more. Sage One Accountant edition allows the users to stay connected to the clients' finances.
For more information, click here.
Field (Account) Information
While configuring the Source or Destination of a Transaction, you find an Account option to configure your application with Adeptia Connect. Using Account configuration, you specify the location from where the data is to be accessed. In this process, you enter the details of the application account, to grant permission for data access.
Specify the following information for Sage One:
Field | Description |
|---|---|
Account Name | A short, descriptive name that helps you re-use this account in future. |
Enter a name and click Continue. You will be directed to Sage One page to choose the country.
If you do not have a Sage One account, click the Create one link and choose the country. Note that Adeptia Connect only supports United States for Sage One.
The Sage One login screen displays:
Field | Description |
|---|---|
Email address | Use your registered email id to log into your Sage One account. |
Password | Password to log into your Sage One account. |
Triggers
A trigger specifies when a particular Transaction will start executing. While configuring the Source application, you find a Trigger drop-down list.
...
| Trigger Name | Description |
|---|---|
All Bank Accounts | Extracts all bank accounts. |
New or Updated Contact | Triggers when a new contact is added or an existing contact is updated. |
All Contacts | Extracts all contacts. |
New or Updated Expense | Triggers when a new expense is created or an existing expense is updated. |
All Expenses | Extracts all expenses. |
| New or Updated Income | Triggers when a new income is created or an existing income is updated. |
All Incomes | Extracts all incomes. |
All Ledger Accounts | Extracts all ledger accounts. |
New or Updated Product | Triggers when a new product is created or an existing product is updated. |
All Products | Extracts all products. |
New or Updated Purchase Invoice | Triggers when a new purchase invoice is created or an existing purchase invoice is updated. |
All Purchase Invoices | Extracts all purchase invoices. |
All Purchase Credit Notes | Extracts all purchase credit notes. |
New or Updated Sales Invoice | Triggers when a new sales invoice is created or an existing sales invoice is updated. |
All Sales Invoices | Extracts all sales invoices. |
All Services | Extracts all services. |
All Tax Rates | Extracts all tax rates. |
Actions
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) application, you find an Action drop-down list.
...