Can import Purchase Invoices from Sage One as ASN import to Mintsoft
Can import Sales Invoices from Sage One Business Cloud as Orders in Mintsoft
Can export Orders (manually and automatically) in Mintsoft to create Sales Invoices in Sage One Business Cloud
Option to send Sales Channel name as contact name (e.g. Amazon / eBay) instead of the order contact name.
Note: 3PL Customers wishing to set up a 3PL Sage One Business Cloud Integration, please review our 3PL Sage Integration help guide.
Prerequisite - Setting the Accounting Integration Type
Before integrating with Sage to Mintsoft, please do the following:
Click Settings then Customer Account Settings.
Click the Accounting tab, then set the Accounting Integration Type as SageBusinessCloud.
Finally, click Save.
Setup Connection
Once you have set the accounting type to Sage, you can then add the Sage account to Mintsoft by following the steps below:
To set up the Sage connection, you must be using the https://om.mintsoft.co.uk URL.
Click Connect then Accounting Integrations.
Next, click Sage Business Cloud then, Add Account.
Select the Warehouse for the connection.
Set the SageBusinessCloudIntegrationType as Accounting.
Configure the connection to your requirements:
Turning ON Order Sync will import Invoices as Orders to Mintsoft.
Enter either paid or unpaid as the OrderStatusToImport.
We recommend -7 for Number Of Days to Check back from.
Once configured, click Add.
Click Authorise against the connection you have just added.
Login to Sage, then Authorise and Allow.
Once authorised, click Edit against the connection.
Make sure the default income account is correct for your sales.
Sales will get posted here if we do not find an item code already set up.
Finally, click Save.
Exporting Orders to Sage One
From the orders overview screen tick the orders you want to export and then from the Bulk actions drop-down select Export to Accounting Integration. Orders can also be exported from Mintsoft to Sage on a delay, this can be set up on the Sage connection:
Click Connect then Accounting Integrations.
Next, click Sage Business Cloud then, click Edit against the affected connection.
Enable Export Orders and set the Export Orders Frequency (Minutes).
If needed, set the Export Orders Since if you have exported orders manually already.
Set the Export Orders in Channel as well as the Order Statuses To Export Orders In.
Set Group By Channel on Export if you want to group all orders into the relevant channels.
Lastly, click Update.