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
Register or sign in to the Amaka dashboard to get started.
Click the New integration button and select Shopify + Sage from the integrations list to commence the setup.
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.
Authenticate your Sage account following the same procedure, then click Save + Continue.
Click Save + Continue to finish and activate the integration.
At the beginning of your setup wizard, you’ll be able to choose your preferred configuration method from the options listed below.
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:Default accounts mapping
Account and code mapping
|Shopify Transaction Type||Sage Account Name||Sage Account Type|
|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|
|Shopify Collected Taxes||Shopify Collected Taxes||Current Liability|
|Pending Transaction||Shopify Pending Transactions||Current Asset|
The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Shopify.
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.
Sure, you can select the date that you wish the data to be synced from through the integration scheduler page.