Sage One

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 Template or Transaction, you need to create an account to connect Sage One with Adeptia Connect. While creating the account, you need to specify the location from where Adeptia Connect will access the 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 and United Kingdom for Sage One.

Triggers

A Trigger specifies when a particular Transaction will start executing. While configuring the Source of a Template, you need to choose an event.

Following triggers are available for Sage One 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.
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 to the destination location. While configuring the Destination (Target) 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 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. This action is restricted for GB countries.
Delete Purchase Credit Note	Deletes an existing purchase credit note. This action is restricted for GB countries.
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. This action is restricted for GB countries.
Update Tax Rate	Creates an existing tax rate. This action is restricted for GB countries.
Delete Tax Rate	Deletes an existing tax rate. This action is restricted for GB countries.
Create Sales Quote	Creates a new sales quote. This action is restricted for GB countries.
Update Sales Quote	Updates an existing sales quote. This action is restricted for GB countries.
Delete Sales Quote	Deletes an existing sales quote. This action is restricted for GB countries.