01
Sales invoice automation
Paid orders from every channel become invoices in Sage with tax codes, nominal codes and the right customer, including part-refunds.
Outcome: month-end reconciliation stops being a manual job.
Sage API integration and platform bridging
We connect Sage to the systems your business already runs on — accounting, ERP, warehouse, CRM and courier platforms — so that invoices, payments and nominal codes move between them without manual intervention.
Fixed-scope engagements, delivered by UK-based integration engineers. Documentation and source code handed over on completion.
- ✓Sage 50 & Sage 200
- ✓Correct VAT treatment
- ✓Queued, retried postings
What we can connect Sage to
Sage holds your invoices, payments and nominal codes. Every other system in the business holds a partial copy of the same data. Our role is to make one the source of truth and keep the rest aligned — through the Sage API, webhooks where they exist, and a bridging layer where the destination platform has no usable interface of its own.
Ecommerce platforms
Bring orders, refunds, gift cards and payment-provider fees from your storefronts into Sage as correctly coded invoices and credit notes.
Shopify, WooCommerce, Magento, BigCommerce
ERP and stock systems
Keep the ledger and the operational system agreed on customers, suppliers, products and nominal codes, with one owning system per field.
NetSuite, Dynamics, Unleashed, Cin7, Katana
Marketplaces
Post Amazon and eBay settlements into Sage with fees, refunds and marketplace-facilitated tax handled correctly.
Amazon SP-API, eBay, OnBuy
Payment and banking
Reconcile Stripe, PayPal, GoCardless and bank feeds against Sage so the cash position is current without manual matching.
Stripe, PayPal, GoCardless, Open Banking
CRM and billing
Sync contacts, deals-won and subscription events so invoices are raised in Sage from the same record the sales team closed.
HubSpot, Salesforce, Chargebee, Recurly
Bespoke and legacy systems
A job-costing database, a booking system, an in-house portal — wrapped in a documented interface and mapped to your chart of accounts.
SQL Server, MySQL, SFTP, SOAP services
Common Sage integration use cases
Each is a defined, testable data flow rather than an open-ended development project.
02
Purchase and supplier sync
Purchase orders and supplier bills raised in the operational system flow into Sage with matching references and approval state.
Outcome: AP works from one queue, not two.
03
Payout and fee reconciliation
Stripe, PayPal and marketplace settlements are posted to Sage with fees separated, so the bank reconciles cleanly.
Outcome: cash position accurate daily.
04
Product and price alignment
Item codes, tax rates and cost prices are maintained once and kept identical between Sage and the systems that quote or sell.
Outcome: no more mismatched SKUs at invoice time.
05
Multi-entity and multi-currency
Transactions are routed to the correct Sage company with FX applied on a consistent rule, and intercompany entries kept in step.
Outcome: group reporting without spreadsheet rework.
06
Credit control feed
Overdue balances and credit limits from Sage are surfaced in the CRM or storefront so sales and checkout respect them.
Outcome: fewer orders shipped to accounts on stop.
How a Sage API integration is delivered
Four stages, fixed scope agreed before any code is written. Typical delivery for a single-system integration is two to four weeks.
Stage one
Discovery and data mapping
We document the systems involved, the direction of each flow, and every field that must move — including the awkward ones such as tax, discounts and multi-currency.
Output: written integration specification.
Stage two
Fixed scope and estimate
The specification becomes a fixed-price proposal with a delivery schedule and defined acceptance criteria. No time-and-materials open ends.
Output: costed scope for sign-off.
Stage three
Build and testing
Development against a Sage development or sandbox environment and a sandbox of the destination system, with your own data used for acceptance testing.
Output: tested integration and test evidence.
Stage four
Go-live and handover
Controlled cutover with monitoring in place, followed by handover of code, credentials and documentation, and a period of hypercare support.
Output: live integration, owned by you.
Have a Sage data flow in mind? We will tell you what it takes before you commit.
Request a scopeSage API bridging when there is no direct connector
A generic connector works until the moment your setup differs from the demo — a custom field, a second warehouse, a system on the other end with no API at all. At that point the integration has to be built around your actual data, not a vendor's assumption of it.
Concretely: a queue so bursts don't overwhelm either side, retries failed calls against the Sage 50 C API / Sage 200 API rate limits, and a full transaction log so VAT treatment on every line is never in question. Sage can change its API version without anything downstream noticing.
If there is no usable interface at all, the fallback is a flat-file exchange, a direct database connection, or a small REST wrapper we write and host ourselves — whichever fits what is actually there.
Included in every bridge we build
- →Error handling with alerting when a transfer fails
- →Automatic retries that respect the platform API rate limits
- →A transaction log for tracing any individual record
- →Idempotency so a repeated webhook cannot duplicate a record
- →Field-level mapping documentation you can hand to any developer
- →A staging environment that mirrors production
Sage integration FAQs
A single-direction integration between Sage and one business system is typically delivered in two to four weeks, including discovery, field-level mapping, build against a sandbox, acceptance testing with your own data and supported go-live. Multi-system programmes are phased.
Yes. Where the other platform has no modern API we bridge it — scheduled file exchange over SFTP, a database-level connector, or a middleware layer that exposes a documented REST interface to Sage while speaking the legacy system's own protocol behind it.
You do. Source code, credentials, configuration and documentation are handed over on completion, and there is no licence fee for continuing to use it. Monitoring and change support are available under a separate agreement.
Major platforms version their APIs and support each version for a defined period. Integrations under a support agreement are reviewed each release cycle and migrated ahead of deprecation dates; for handed-over work the version dependencies are documented so your team can plan.
Other platforms we integrate
Each platform has its own integration guide covering authentication, available endpoints and typical data flows.
