Sage One Business Cloud Integration - 3PL Integration

Integration Summary 

• Exports 3PL Invoices to Sage One Business Cloud with ledger mapping

Customer Account Settings

Please go to Settings > Customer Account Settings and change integration type to Sage Business Cloud:

https://om.mintsoft.co.uk/Settings/CustomerAccountSettings

Setup Connection

Navigate to Connect > Accounting > Sage Business Cloud

Add a new account and leave all fields blank except delay - please enter a value here of 15:

Select account type of Fulfilment Accounting

Once account is added hit Authorise:

Please Note: In order to Connect to Sage, you must be using the https://om.mintsoft.co.uk URL. This will not work when using a custom portal.

Login to sage & authorise:

Then Allow:

Set Default Income Account

Once the connection has successfully authorised - edit the connection in Mintsoft and check the default income account is correct for your sales (sales will get posted here if we do not find an item code already setup)

Account Mappings

Once the connection is authorised you must complete ledger account mappings:

Then map each Mintsoft charging type to a ledger account in Sage (you must make sure you map every charging type)

So you then have a full list of mappings as below:

3PL Contact Setup

 You need to make sure the contact names in Sage match the Client names in Mintsoft.

Go to customers > New Customer on sage:

And make sure the Business name in Sage matches your Client Name in Mintsoft:

3PL Invoice

Once you have confirmed your 3PL Invoice on Mintsoft - hit the create invoice in accounting integration button: