Jenesys makes it easy to synchronise the financial data it has in your Jenesys account with what's in your Sage account. To facilitate this synchronisation you have to perform a one- time account integration with your Xero account.
Note: You can only have one active accounting platform integration i.e Sage, Xero or Quickbooks. To switch from one integration to another. Visit this Guide
First Time Integration
1. After you Sign In, Click on 'integrate Sage' button on the dashboard page, You will be automatically redirected to the Sage login page.
2. Enter your registered Sage email address and password. Then click the 'Log In' Button.
Note: If you're already logged into your Sage account, this stage might be skipped.
3. Click the 'Allow' Button to grant the required permissions. it would redirect you back to the Jenesys app
4. Click the dropdown icon to select your Organisation's name, then Click the 'Connect to Sage' Button.
5. Click the 'Okay' Button. Congratulations you have successfully integrated to your Sage account with Jenesys.
Manage Sage Integration from Settings
After you Sign In, Click the 'Settings' button on the sidebar, Then Click the 'Integrations' Button.
2. Enter your registered Sage email address and password. Then click the 'Log In' Button.
Note: If you're already logged into your Sage account, this stage might be skipped.
3. Click the 'Allow' Button to grant the required permissions. it would redirect you back to the Jenesys app
4. Click the dropdown icon to select your Organisation's name, then Click the 'Connect to Sage' Button.
5. Click the 'Okay' Button. Congratulations you have successfully integrated to your Sage account with Jenesys.
