This article explains how to set up a Sage Business Cloud integration for your 3PL database. You'll need administrator access and must ensure your client names in Mintsoft match your contact names in Sage.
Prerequisites
Before you begin, you'll need to set the accounting integration type for your client.
Set the accounting integration type (3PL Admin only)
If you're a 3PL Admin setting this up on behalf of a client:
Click Clients then Overview.
Find the client you want to change.
Click Actions then Edit.
Scroll down to Accounting Integration Type and select SageBusinessCloud.
Click Save.
Set up the connection
To set up the Sage Business Cloud integration:
Access Mintsoft using the https://om.mintsoft.co.uk URL.
Click Connect then Accounting Integrations.
Click Sage Business Cloud then Add Account.
Set the Order Import Frequency (Minutes) to 15.
Set the SageBusinessCloudIntegrationType to FulfillmentAccounting.
Leave all other fields blank then click Add.
Authorise the connection
Click Authorise against the connection you've just added.
Log in to Sage.
Click Authorise then Allow.
Configure the connection settings
Once authorised, click Edit against the connection.
Configure the following settings:
Turn Order Sync to ON to import invoices as orders to Mintsoft.
Enter either paid or unpaid in the OrderStatusToImport field.
Enter a value in Number Of Days to Check back from.
We recommend -7.
Verify that the default income account is correct for your sales.
Sales will post here if we don't find an item code already set up.
Click Save.
Set up account mappings
After authorising the connection, you'll need to map your Mintsoft charging types to Sage ledger accounts:
Click Account Mappings against the connection.
Map each Mintsoft Charging Type to a Ledger Account in Sage.
Warning: You must map every charging type for the integration to work correctly.
Set up 3PL contacts in Sage
For the integration to work properly, the contact names in Sage must match the client names in Mintsoft:
In Sage, click Customers then New Customer.
Ensure the Business Name in Sage matches your Client Name in Mintsoft exactly.
By following these steps, you should have successfully set up your Sage Business Cloud integration.