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Shopify + Sage Business Cloud setup guide

Overview of Shopify + Sage Business Cloud integration

Connect Shopify and Sage to start syncing your daily sales transactions.

  • Sales and transfer sync
    • On a daily basis, the integration will sync a summary of your previous day’s sales data into Sage, generating an invoice or opt to sync each Shopify order into an individual Sage invoice.
    • You can customise your preferred sales summary view by choosing from a wide array of formats.
    • Capture all payment transactions including gift cards, tips, tax and payment fees.
    • Easily reconcile Shopify sales and payments in Sage.

How to set up Shopify + Sage integration

  1. Register or sign in to the Amaka dashboard to get started.

  2. Click the New integration button and select Shopify + Sage from the integrations list to commence the setup.

  3. Sign in to your Shopify account by clicking the Connect new account button underneath the Shopify logo. Follow the guided authentication process to grant all relevant permissions.

  4. Authenticate your Sage account following the same procedure, then click Save + Continue.

  5. Follow the wizard to choose your preferred configuration method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.

  6. Click Save + Continue to finish and activate the integration.

If you have selected today’s date as your scheduled sync start date, your transactions will not appear in Sage Business Cloud until tomorrow.

Configuration methods

At the beginning of your setup wizard, you’ll be able to choose your preferred configuration method from the options listed below.

Express configuration

Every day, an invoice with your daily sales summary will be created in Sage Business Cloud.

The integration will automatically map sales and payments from Shopify into Sage Business Cloud by creating the following default accounts:

Account and code mapping
Shopify Transaction Type Sage Account Name Sage Account Type
Sales Shopify Sales Sales
Discounts Shopify Discounts Sales
Shipping/Delivery Fees Shopify Shipping/Delivery Fees Sales
Shopify Fees Shopify Fees Overheads
Tips Shopify Tips Current Liability
Gift Card Shopify Gift Card Current Liability
Adjustment Shopify Sales Sales
Shopify Collected Taxes Shopify Collected Taxes Current Liability
Pending Transaction Shopify Pending Transactions Current Asset
Advanced setup

The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Shopify.

Recommended for professional bookkeepers and accountants.
Guided setup

Schedule a call with one of our Integration Specialists that will help you decide on the best configuration method for you and guide you through the setup.

Schedule a call now

FAQ on how to set up Shopify + Sage Business Cloud

Find answers to the most frequently asked questions about this integration.

Yes! Using our integration, a summary of your previous day’s sales data is automatically synced from Shopify into Sage Business Cloud as an invoice. This means you get perfectly reconciled accounts.

Forever free plan available. Visit our pricing page to find out more about premium features.

Of course! If you would like to request a walkthrough or discuss the capabilities of the integration in more detail, you may schedule a support session with one of our integration experts.

Sure, you can select the date that you wish the data to be synced from through the integration scheduler page.

In case you have revoked the access or changed credentials of an account used for an integration, you can easily reconnect it by expanding the options menu and clicking the Reconnect (or Edit) button in the Connected accounts page.

At any time, you can access your Amaka dashboard and disable an integration by either turning it OFF or deleting it entirely. You can follow the instructions here.

What’s next?

Shopify accounting eBook

Learn how to automate your Shopify accounting and spend less than an hour on your books every month.

Shopify accounting guide
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