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Set up the Sage Business Cloud Integration
Set up the Sage Business Cloud Integration

Follow our step-by-step guide to enable the integration between OnRent and Sage Business Cloud.

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

Use our Sage integration to post invoices straight from OnRent to Sage Business Cloud and keep your accounts up-to-date between the systems. 

We’ve broken down the setup into eight steps. Depending on how your business works, you might not need to complete all of these steps: 

  1. Authorise 

  2. Sage contact import or export

  3. Integration settings

  4. Revenue group mappings

  5. Tax rate mappings

  6. Activate Integration 

Before you begin

You’ll need a Sage Business Cloud account to use our Sage integration. Sign up on the Sage Website.

Get Started

Head to System Setup > Integrations > Sage Business Cloud to start the configuration.

Authorise

Hit the Connect to Sage Business Cloud button to authorise the connection between OnRent and your Sage account.

A window will open prompting you to login to Sage if not already signed in, then use your credentials to log into Sage. 

Sage contact import or export

Use the import contacts or export accounts buttons to bring contacts in from Sage or export accounts to Sage.

  • If you’re an existing Sage user and new to OnRent, import your contacts from Sage to create corresponding linked accounts in OnRent

  • If you’re an existing OnRent user and new to Sage, export your accounts from OnRent to Sage to create corresponding linked contacts in Sage

  • If you’ve used both OnRent and Sage in parallel for a while but haven’t integrated the two: import from Sage to create to create accounts in OnRent and export from OnRent to create contacts in Sage

Integration Settings 

Create a linked Sage contact when creating an Account?

Set to Yes to automatically create a new contact in Sage. This account is linked to the contact in Sage, so invoices posted are associated with this contact in Sage.

Update a linked Sage contact when editing an Account?

Set to Yes to keep linked contacts in Sage up-to-date with information in OnRent. When you edit an account in OnRent that’s linked to a Sage contact, OnRent will update contact information in Sage too.

Revenue group mappings

As mentioned above, products, services and additional charges in OnRent are assigned a revenue group for rental and sale. In this section, you map revenue groups in OnRent to Sage chart of accounts.

You’ll see a list of your revenue groups on the left and a list of Sage chart of accounts on the right. Map each account here. 

Tax rate mappings

In this section, make links between tax rates in OnRent and Sage. 

These mappings are used when posting an invoice to Sage in order to set the Sage invoice line item’s tax rate based on the inspHire invoice item’s tax rate.

You’ll see a list of your tax rates on the left and a list of Sage tax rates on the right. Map each tax rate here.

Multiple tax components

A tax rate in Sage can consist of multiple tax rates (rate percentages) to cater for regions where both state and city tax is applicable. Within OnRent the state and city tax rate percentages are created as separate tax rates and combined using a tax rule. 

With such a tax configuration, link both OnRent tax rates to the same Sage tax rate.

Activate Integration 

Review all of your settings, then when you’re happy press the 'Active' slider at the top to Yes. 

When the slider is set to YES, the Sage options become visible in OnRent system, e.g. you’ll now see a linked Sage contact in your OnRent Accounts.

Get help

If you need anything, use the blue help bubble in the bottom-right corner to start a conversation with us.


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