Getting Started with Sage Business Cloud Accounting

How to pair Sage Business Cloud

Make a Connex account and pair a selling channel. On the next step, choose the other tab. Pair Sage.

In Sage, go to products and services. Create two items with a type of non-stock called SalesTax and orderdiscount.

We can perform a two way sync of orders and we can sync products from Sage to any solution, like ShipStation.

Here is a sample order:

In this example, we will map the tax code Canadian 0% to Sage:

Log into Connex.
Click rules engine.
Scroll to the bottom. Select map rule without order number.
Click submit.
In the rule title, enter Map Canada 0%.
In the action, enter map order item tax code. Tax codes appear on line items in Sage.
As the conditions, enter shipping country equals GB:
In the map to value, enter Zero Rated 0.00%.

Here is a field mapping:

Sage	Connex
Number	Order Number
Customer	Customer first and last name or company
Invoice Date	Order Date
Due Date	Due date, if the user selects NET 30 we assign NET 30 as the due date.
Terms	Terms
Reference	Order number
Status	Draft or paid, if paid in your selling channel.
Currency	Currency
Total Tax	Total Tax
Balance	Balance
Customer Memo	Memo
LineItem.Product	Product SKU
LineItem.Description	Product name
LineItem.Quantity	LineItem.Quantity
LineItem.UnitPrice	Unit Price
Ledger account	Can be configured with a rule. Go to Connex settings > finance settings
Tax Rate	Can be configured using our rules engine or sales tax page in our settings.
Discount	Discount
Billing address	Billing address
Shipping address	Shipping address
Customer Email	Email
Customer Phone	Phone