What the integration does
- Orders become sales invoices Each order is created in Sage as a sales invoice, with the right customer, products, delivery charge and VAT, once it reaches the status you choose, such as paid or despatched.
- Customers become contacts Customers are created as Sage contacts, or matched to the existing contact, so you don't end up with the same customer three times.
- Products and stock Your shop's products are matched to products in Sage, and stock levels can be kept in step, so what you can sell online matches what Sage says you have.
- VAT on the right rate Standard, reduced and zero-rated items, and exempt sales where you have them, are each mapped to the correct Sage tax rate, so your VAT return adds up.
- Payments recorded against invoices When an order is paid, the payment is recorded in Sage against its invoice, so invoices show as paid and the bank reconciliation lines up.
One-way or two-way?
Most shops need a one-way sync: orders, customers and VAT flow from the shop into Sage, and Sage stays the place your accounts are kept. It's simpler, cheaper and easier to trust.
A two-way sync also sends information back from Sage to the shop, such as stock levels or prices you manage in Sage. It's worth it when Sage is where those numbers really live. The rule that keeps it reliable is that each piece of information has one home, so the shop and Sage never overwrite each other.
A connector app or a custom sync?
- A connector app is the right answer when your setup is standard: one shop, simple VAT, orders into Sage as invoices. They're quick to set up and cheap to run. If one fits, I'll tell you, even though it means no work for me.
- A custom sync is worth it when your rules are specific to you: several shops into one Sage business, mixed VAT, products that don't match one-to-one, stock managed in Sage, or payments that need reconciling properly. It costs more up front, but it does exactly what you need and you own the code.
How it's built
- Connected the way Sage requires The Sage Accounting API (version 3.1, for the UK and Ireland) uses OAuth 2.0. You approve the connection once from your own Sage login, and you're alerted if it ever needs approving again, rather than invoices quietly stopping.
- Tested on a trial account Sage has no sandbox, so everything is built and tested on a 30-day Sage trial account before your real books are connected.
- Mapped with your accountant Ledger accounts, tax rates and how each kind of sale, delivery charge and refund should be recorded are agreed before anything is built.
- Within Sage's limits Sage limits how many requests an integration can make. Requests are queued and retried, so a busy day doesn't lose records.
- Never a duplicate Each order, customer and payment in your shop is linked to its record in Sage, so a retry updates the existing record instead of creating another one.
What's included
- Every sync can safely run twice without creating duplicates
- Error logging, alerts for failed syncs and automatic retries
- Tested on a Sage trial account before touching your live books
- A handover document, and the code is yours
Not included: your Sage subscription, tax advice (your accountant agrees the mapping and I build it), Sage Payroll, and changes to your shop outside the integration.
Payment is 50% to start and the balance on completion. For what drives the price, read what a Sage integration costs. On WooCommerce, see WooCommerce and Sage integration, and on Shopify, Shopify and Sage integration. On OpenCart and something's broken first? See OpenCart fixes. Using Xero instead? See Xero API integration.
How to get a price
Send a short written spec by WhatsApp, text, email or the form: your shop platform, which Sage product you use, how you take payment, and what you copy into Sage by hand now. I'll reply within 24 hours with a quote.