Integration Summary
- Can import Purchase Invoices on Sage One > ASN import to Mintsoft
- Can imports Sales Invoices from Sage One Business Cloud to Orders in Mintsoft
- Can export Orders (manually and automatically) in Mintsoft to create Sales Invoices in Sage One Business Cloud
- Option to send Sales Channel name as contact name (e.g. Amazon / Ebay) instead of order contact name.
Client Setting Changes
If you are a 3PL admin user setting this up on behalf of a client - please navigate to Clients > Overview > (find client) > Actions > Edit
If you are a Multi Channel account user please navigate to Settings > Client Settings
Then at the bottom of the general tab select Sage Business Cloud:
Setup Connection
Navigate to Connect > Accounting > Sage Business Cloud
Add a new account and change account type to Accounting
Then select relevant other options that you want to use on the connection
Order Sync = Means Invoices will import from Sage as orders into Mintsoft.
Valid Order Statuses to use are: paid or unpaid
We would recommend setting a value in the days to go back - e.g. if you want to import invoices for the last 7 days then you would enter -7
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)
Then save the connection
Exporting Orders to Sage One
From the orders overview screen tick the orders you want to export and then from the bulk actions drop down select "Export to Accounting Integration"
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