Please read our article HERE for more information on Sage compatibility.
The steps below will walk you through getting started with Sage and A2X.
Log into your A2X account and start the connection process
Before connecting to Sage, login to your A2X account. You can also connect your A2X account to your Ecommerce - but this can be done either before or after connecting to Sage.
Click on the 'Connect to Sage' button on your home page:
Connect to Sage
After you click ‘Connect to Sage’ button, you will be taken to a new window to confirm you are wanting to 'connect to sage' and to also verify your business is using Sage Business Accounting UK.
Once you click connect a new window will open where you will need to select your country or region:
Next you will be taken to login to your Sage account:
When selected you will be taken to the next window, where you need to click ‘Allow’ button to grant A2X permission to connect:
After allowing access, if multi currency is not yet enabled in Sage a notification window will pop up - follow these instructions to enable this feature here.
Lastly, you will be redirected to your A2X account home page and it will show Sage ‘connected’:
In A2X, you should see the Sage connection settings screen as shown below:
You can now continue to step 4 - Set up Account and Tax Mapping
Hint: If you are in chat and wish to view the article outside of the chat window, please click HERE