The Sage One Business Cloud integration allows you to synchronise financial data between Sage and Mintsoft. You can import purchase invoices from Sage One as Advanced Shipping Notices (ASNs) in Mintsoft, import sales invoices from Sage One Business Cloud as orders in Mintsoft, and export orders from Mintsoft to create sales invoices in Sage One Business Cloud. You also have the option to send sales channel names as contact names (for example, Amazon or eBay) instead of the order contact name.
Note: If you're a 3PL customer setting 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.
Set the accounting integration type
Before integrating Sage with Mintsoft, you need to set the accounting integration type.
Click Settings, then click Customer Account Settings.
Click the Accounting tab, then set the Accounting Integration Type as SageBusinessCloud.
Finally, click Save.
Set up the connection
Once you've set the accounting type to Sage, you can add the Sage account to Mintsoft.
Important: To set up the Sage connection, you must use the https://om.mintsoft.co.uk URL.
Click Connect, then click Accounting Integrations.
Next, click Sage Business Cloud, then click Add Account.
Select the Warehouse for the connection.
Set the SageBusinessCloudIntegrationType as Accounting.
Configure the connection to your requirements:
Turn on Order Sync to import invoices as orders to Mintsoft.
Set the Order Sync Delay (Minutes) to control how frequently the order synchronisation runs.
Enter the invoice status to import as the OrderStatusToImport (for example, paid or unpaid). If left empty, this defaults to PAID.
We recommend -7 for Number Of Days to Check back from (valid range: -64 to 0, where 0 means import all historical orders).
Enable Group Sale By Bundle if you want to group bundle items together when creating sales invoices in Sage.
Once configured, click Add.
Click Authorise against the connection you've just added.
Log in to Sage, then authorise and allow.
Once authorised, click Edit against the connection.
Make sure the default income account is correct for your sales, and the default purchase ledger account is set correctly for purchase transactions. Sales will get posted to the default income account if an item code isn't already set up.
Set the Default Tax Rate for standard taxable transactions.
Set the Default Tax-Free Tax Rate for tax-exempt transactions.
Finally, click Save.
Import purchase invoices as ASNs
If you want to automatically import purchase invoices from Sage as Advanced Shipping Notices (ASNs) in Mintsoft, you can configure this feature.
Click Connect, then click Accounting Integrations.
Next, click Sage Business Cloud, then click Edit against the affected connection.
Enable Purchase Invoice Import to ASNs to turn on this feature.
Enter the invoice statuses to import in Purchase Invoice Status' To Import to ASNs (for example, PAID). You can enter multiple statuses separated by commas. If left empty, this defaults to PAID.
(Optional) Enable Create Product from Purchase Invoice if it doesn't exist if you want Mintsoft to automatically create products that appear in purchase invoices but don't exist in your product catalogue.
(Optional) Enable ASNs Imported as Awaiting Delivery (Rather than NEW) if you want imported ASNs to automatically be confirmed to Awaiting Delivery status instead of remaining in NEW status.
Finally, click Save.
Export orders to Sage One
From the orders overview screen, tick the orders you want to export, then from the Bulk actions drop-down, select Export to Accounting Integration.
Note: Order export functionality is only available for connections with the SageBusinessCloudIntegrationType set to Accounting. It isn't supported for Fulfilment Accounting type connections.
Set up automatic order export
Orders can also be exported from Mintsoft to Sage on a delay. You can set this up on the Sage connection.
Click Connect, then click Accounting Integrations.
Next, click Sage Business Cloud, then click Edit against the affected connection.
Enable Export Orders and set the Export Orders Frequency (Minutes) (valid range: 15 to 1440 minutes).
If needed, set the Export Orders Since if you've already exported orders manually.
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.