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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 NameDescription

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 NameDescription

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 ContactUpdates an existing contact.

Delete Contact

Deletes an existing contact.

Create ProductCreates a new product.
Update ProductUpdates an existing product.
Delete ProductDeletes an existing product.
Create Purchase Credit NoteCreates a new purchase credit note. This action is restricted for GB countries.
Delete Purchase Credit NoteDeletes an existing purchase credit note. This action is restricted for GB countries.
Create Purchase InvoiceCreates a new purchase invoice.
Update Purchase InvoiceUpdates an existing purchase invoice.
Delete Purchase InvoiceDeletes an existing purchase invoice.
Create Sales InvoiceCreates a new sales invoice.
Update Sales InvoiceUpdates 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 QuoteCreates a new sales quote. This action is restricted for GB countries.
Update Sales QuoteUpdates an existing sales quote. This action is restricted for GB countries.
Delete Sales QuoteDeletes an existing sales quote. This action is restricted for GB countries.
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