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While configuring the Source or Destination of a Template or Transaction, you find an Account option to need to create an account to configure your application with Adeptia Connect. Using Account configurationWhile creating an account, you need to specify the location from where Adeptia Connect will access the data is to be accessed. In this process, provide the details of the application account to grant permission to access data..
Click to add an account.
Specify the following information for Sage One:
Field Name | 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 choose the country. Adeptia Connect only supports the United States for Sage One.
Triggers
A trigger Trigger specifies when a particular Transaction will Transaction will start executing. While configuring the Source application, you find a Trigger drop-down listof a Template, you need to choose an event.
When Following triggers are available for Sage One is the Source application, the following triggers are available:at Source.
| 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. |
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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. When Sage One is the destination application, the following actions are available:of a Template, you need to choose an action.
Following actions are available for Sage One at Destination.
| Action Name | Description |
|---|---|
Create Bank Account | Creates a new Bank Account. |
Update Bank Account | Updates an existing bank account. |
Delete Bank Account | Delete an existing account. |
Create Contact | Creates a new contact. |
| Update Contact | Updates an existing contact. |
Delete Contact | Deletes an existing contact. |
Create Expense | Creates a new expense. |
Update Expense | Updates an existing expense. |
| Delete Expense | Deletes an existing expense. |
| Create Income | Creates a new income. |
| Update Income | Updates an existing income. |
| Delete Income | Deletes an existing income. |
| Create Product | Creates a new product. |
| Update Product | Updates an existing product. |
| Delete Product | Deletes an existing product. |
| Create Purchase Credit Note | Creates a new purchase credit note. |
| Delete Purchase Credit Note | Deletes an existing purchase credit note. |
| Create Purchase Invoice | Creates a new purchase invoice. |
| Update Purchase Invoice | Updates an existing purchase invoice. |
| Delete Purchase Invoice | Deletes an existing purchase invoice. |
| Create Sales Invoice | Creates a new sales invoice. |
| Update Sales Invoice | Updates an existing sales invoice. |
Delete Sales Invoice | Deletes an existing sales invoice. |
Create Service | Creates a new service. |
Update Service | Updates an existing service. |
Deletes Service | Deletes an existing service. |
Create Tax Rate | Creates a new tax rate. |
Update Tax Rate | Creates an existing tax rate. |
Delete Tax Rate | Deletes an existing tax rate. |
| Create Sales Quote | Creates a new sales quote. |
| Update Sales Quote | Updates an existing sales quote. |
| Delete Sales Quote | Deletes an existing sales quote. |