Supported Sage Products:
Sage Business Cloud Accounting
Start - not supported (due to feature restrictions)
Standard - supported
Plus - supported
Sage Requirements & Limitations:
1) User access - in order to be able to integrate the two platforms, you must have full access permissions within your Sage account.
2) Postal Addresses - please ensure your contacts in Tradify have a valid postal address. If you try and post an invoice for a customer who doesn't have a postal address, an error message will appear.
3) Decimal rounding - Sage only supports rounding to 2 decimal places, whereas, Tradify supports rounding to 4 decimals. Due to this, you may encounter small rounding discrepancies when comparing the invoice totals between the two platforms.
4) Non VAT/Tax registered - For customers who're not VAT/Tax registered, Sage will only accept line item tax rates of 0%.
Integrating with Sage Business Cloud Accounting
Head over to Settings, click on "Integrations", then select "Sage Accounting".
Select "Login to Sage".
Note: You’ll now be redirected to Sage and asked to log in.
Enter in your Sage login credentials and then select "Log in".
Note: If you're already logged into Sage, it will automatically skip this step.
Once the connection has been authorised, you will automatically be redirected back to Tradify where you'll now notice four new account fields.
Using the fields provided, select the appropriate account codes for your Labour, Materials, Bank and Purchases account, then click Save.
Note: If you’re unsure on which account codes to use, we recommend seeking the guidance of your accountant or bookkeeper.
The following presets are available to use at your discretion. You can enable as many or as little as you'd like.
Use Sage invoice numbering sequence. This is recommended if you plan to create invoices using both Tradify and Sage.
As the name suggests, enabling this option will trigger Tradify to use Sage's invoice numbering sequences over its own. This all takes place during the stage of sending the invoice to Sage. Until that point in time, the invoice will remain with a 'draft' title in Tradify.
Send invoice description to Sage Business Cloud Accounting.
Unlike Tradify, Sage does not provide a description field on their invoice layout. By enabling this toggle, Tradify will input the description into a new line item on the Sage invoice.
Importing from Sage
Once the link has been established with Sage, you can import your customers, suppliers and price list items by following the processes set out in each of the articles below.
Important Note: You can perform the above steps at any stage to update your Customers, Suppliers and Price List Items in Tradify. However, we do recommend creating and maintaining these in Tradify directly, as they will automatically update in Sage when sending invoices over.